Fossil fuel companiesare fueling the climate crisis.


iShares ESG Aware MSCI USA Small-Cap ETF

Shareclass
iShares ESG Aware MSCI USA Small-Cap ETF (ESML)
Type
Exchange-traded fund
Sustainability mandate
Fossil fuel exposure of 6.98% places the fund in the D tier, between 5.5% and 9% exposure.

Methodology
D
Investments in major fossil fuel companies
Range Resources Corp
Carbon Underground 200Top 200 carbon reserves
$3.15 MILLION
Southwestern Energy Co
Carbon Underground 200Top 200 carbon reserves
$3.05 MILLION
Antero Resources Corp
Carbon Underground 200Top 200 carbon reserves
$2.85 MILLION
National Fuel Gas Co
Carbon Underground 200Top 200 carbon reserves
$2.59 MILLION
Murphy Oil Corp
Carbon Underground 200Top 200 carbon reserves
$2.52 MILLION
Permian Resources Corp Class A
Carbon Underground 200Top 200 carbon reserves
$2.43 MILLION
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
15
holdings
$28.26M
invested
1.99%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
2
holdings
$3.5M
invested
0.25%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
47
holdings
$76.17M
invested
5.36%
of portfolio
Utility sector
Top 30 coal-fired utilities
Top 30 coal-fired utilities
Macroclimate 30
No direct stock holdings
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
12
holdings
$27.26M
invested
1.92%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
57 holdings
57 holdings
  • 1. TechnipFMC PLC
    Oil/gas industry
    $4.08M
    0.29%
  • 2. Lincoln Electric Holdings Inc
    Fossil-fired utility
    $4M
    0.28%
  • 3. MDU Resources Group Inc
    Oil/gas industryFossil-fired utility
    $3.76M
    0.26%
  • 4. DT Midstream Inc Ordinary Shares
    Oil/gas industry
    $3.53M
    0.25%
  • 5. New Jersey Resources Corp
    Fossil-fired utility
    $3.46M
    0.24%
See all
Share to spread the word.
Business as usual is fueling climate destruction.
iShares ESG Aware MSCI USA Small-Cap ETF $ESML is 6.98% ($99.15 MILLION) invested in fossil fuel stocks
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Financial performance
Performance data provided byMorningstarFind more financial data on ESML at Morningstar.com
Current fund
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
Family
BlackRock/iShares
Category
Small Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 5-yr returns 
-5.23% less in annualized returns
Less invested in fossil fuels 
1.68% less invested
Lower fossil finance risk score 
24 points lower
Lower fossil insurance risk score 
21 points lower
Less invested in Clean200 
18.86% less invested
Current fund
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
Family
BlackRock/iShares
Category
Small Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 5-yr returns 
-5.23% less in annualized returns
Less invested in fossil fuels 
1.68% less invested
Lower fossil finance risk score 
24 points lower
Lower fossil insurance risk score 
21 points lower
Less invested in Clean200 
18.86% less invested
Current fund
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
Family
BlackRock/iShares
Category
Small Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 5-yr returns 
-5.23% less in annualized returns
Less invested in fossil fuels 
1.68% less invested
Lower fossil finance risk score 
24 points lower
Lower fossil insurance risk score 
21 points lower
Less invested in Clean200 
18.86% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
ESML - iShares ESG Aware MSCI USA Small-Cap ETF
2.76%
2.43%
9.04%
/
6.98% 
Benchmark
IVV - iShares Core S&P 500 ETF
21%
11%
14%
13%
8.65% 
Fund compared to benchmark
 
-18.03%
-8.52%
-5.23%
/
1.68%  lower
Find more financial data on ESML at Morningstar.com
What's next?
Learn how to make a change and move your money
Get started with our action toolkit
Ask your employer about fossil free options for your retirement plan
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Visit Deforestation Free Funds to see exposure to rainforest destruction
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