iShares ESG Aware MSCI USA Small-Cap ETF

Fund offered by:

Ticker: ESML socially responsible

Mutual fund investment profile

Fossil fuel grade:

Shareclass ticker

ESML

Data as of

Feb 26, 2021

Shareclass name

iShares ESG Aware MSCI USA Small-Cap ETF

% of fund assets screened

100%

Shareclass type

Exchange-traded funds (ETFs)

Fund net assets

$657.24 MILLION

Fund family

BlackRock/iShares

Fund category

Small Blend

Domicile country

United States

Portfolio currency

US Dollar

Non-diversification risk

Socially responsible fund

Yes

Fossil fuel totals

Total fossil fuel stock holdings

Total % invested in fossil fuel stocks

4.4%

Total assets invested in fossil fuel stocks

$28.92 MILLION

Fossil fuel badges (legacy grade)

Fossil fuel grade

Clean200 totals

Total Clean200 stock holdings

Total % invested in Clean200 stocks

0.87%

Total assets invested in Clean200 stocks

$5.69 MILLION

Clean200

ESML

Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

iShares ESG Aware MSCI USA Small-Cap ETF [ESML]

Basic

Expanded

Fossil fuels
Investments in coal, oil, and natural gas energy and utility companies

Deforestation
Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Gender equality
Gender equality group ranking, based on Equileap company data

Civilian firearms
Investments in civilian firearms manufacturers and gun retailers

Prison industrial complex
Investments in prisons and borders industry

Military weapons
Investments in military arms manufacturers and services companies

Tobacco
Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

Search more funds

Financial performance

Performance data provided by

Find 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

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 2/28/21

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher

1-yr returns

19% more in annualized returns

Less invested in fossil fuels

2.31% less invested

Higher carbon footprint

25 tonnes CO2e/$1M USD higher

Less invested in Clean200

13.2% less invested

Current fund

ESML

iShares ESG Aware MSCI USA Small-Cap ETF

Family

BlackRock/iShares

Category

Small Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 2/28/21

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher

1-yr returns

19% more in annualized returns

Less invested in fossil fuels

2.31% less invested

Higher carbon footprint

25 tonnes CO2e/$1M USD higher

Less invested in Clean200

13.2% less invested

Current fund

ESML

iShares ESG Aware MSCI USA Small-Cap ETF

Family

BlackRock/iShares

Category

Small Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 2/28/21

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher

1-yr returns

19% more in annualized returns

Less invested in fossil fuels

2.31% less invested

Higher carbon footprint

25 tonnes CO2e/$1M USD higher

Less invested in Clean200

13.2% less invested

Month-end trailing returns

Performance as of date: 2/28/21

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Climate analysis

1-yr

3-yr

5-yr

10-yr

This fund
ESML - iShares ESG Aware MSCI USA Small-Cap ETF

50%

4.4%

Benchmark

31%

14%

17%

13%

6.71%

Fund compared to benchmark

19%

2.31% lower

Find more financial data on ESML at Morningstar.com

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Recent blog posts

Updating the Invest Your Values rating methodologies

Jan 21, 2021

Periodically, we review the Invest Your Values rating methodologies and adjust how we're assigning the A, B, C, D, and F letter grades. As the market changes, the distribution of exposure to companies changes, and the distribution of funds across grade groups can get skewed. By regularly measuring the distribution of results and adjusting the grade assignments, we aim to keep everything up to date.

Defining Sustainable Investments

Nov 12, 2020

We’ve updated Fossil Free Funds and the other Invest Your Values tools to use a more selective definition of “sustainability mandate”, applying it only to funds that have an intentional focus on environmental and/or social issues when choosing what companies to hold in the portfolio.

The world’s largest asset managers have failed to prevent the global forest fire crisis

Sep 15, 2020

A guest post from Jeff Conant, Senior International Forest Program Managers at Friends of the Earth U.S. A new report from Friends of the Earth U.S. finds that the largest asset managers are undermining efforts by consumer brands and agribusiness companies to halt deforestation.