Fossil fuel companiesare fueling the climate crisis.


iShares MSCI Global Sustainable Development Goals ETF

Shareclass
iShares MSCI Global Sust Dev Goals ETF (SDG)
Type
Exchange-traded fund
Sustainability mandate
Fossil fuel exposure of 0.4% places the fund in the B tier, between 0% and 3% exposure.

Methodology
B
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
No direct stock holdings
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
No direct stock holdings
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
1
holdings
$121,712
invested
0.03%
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
2
holdings
$1.44M
invested
0.4%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
2 holdings
2 holdings
  • 1. China Longyuan Power Group Corp Ltd Class H
    Fossil-fired utility
    $1.31M
    0.36%
  • 2. ACWA Power Co
    Oil/gas industryFossil-fired utility
    $121,712
    0.03%
Share to spread the word.
Business as usual is fueling climate destruction.
iShares MSCI Global Sustainable Development Goals ETF $SDG is 0.4% ($1.44 MILLION) invested in fossil fuel stocks
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Financial performance
Performance data provided byMorningstarFind more financial data on SDG at Morningstar.com
Current fund
SDG
iShares MSCI Global Sustainable Development Goals ETF
Family
BlackRock/iShares
Category
Global Large-Stock Blend
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 5-yr returns 
-2.87% less in annualized returns
Less invested in fossil fuels 
8.92% less invested
Lower fossil finance risk score 
21 points lower
Lower fossil insurance risk score 
16 points lower
More invested in Clean200 
16% more invested
Current fund
SDG
iShares MSCI Global Sustainable Development Goals ETF
Family
BlackRock/iShares
Category
Global Large-Stock Blend
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 5-yr returns 
-2.87% less in annualized returns
Less invested in fossil fuels 
8.92% less invested
Lower fossil finance risk score 
21 points lower
Lower fossil insurance risk score 
16 points lower
More invested in Clean200 
16% more invested
Current fund
SDG
iShares MSCI Global Sustainable Development Goals ETF
Family
BlackRock/iShares
Category
Global Large-Stock Blend
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 5-yr returns 
-2.87% less in annualized returns
Less invested in fossil fuels 
8.92% less invested
Lower fossil finance risk score 
21 points lower
Lower fossil insurance risk score 
16 points lower
More invested in Clean200 
16% more invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
SDG - iShares MSCI Global Sustainable Development Goals ETF
1.07%
-4.49%
7.67%
/
0.4% 
Benchmark
ACWI - iShares MSCI ACWI ETF
23%
6.8%
11%
8.54%
9.32% 
Fund compared to benchmark
 
-22.23%
-11.3%
-2.87%
/
8.92%  lower
Find more financial data on SDG at Morningstar.com
What's next?
Learn how to make a change and move your money
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