Fossil fuel companiesare fueling the climate crisis.


iShares MSCI USA ESG Select ETF

Shareclass
iShares MSCI USA ESG Select ETF (SUSA)
Type
Exchange-traded fund
Sustainability mandate
Fossil fuel exposure of 4.83% places the fund in the C tier, between 3% and 5.5% exposure.

Methodology
C
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
8
holdings
$143.84M
invested
4.11%
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
$25.5M
invested
0.73%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
10 holdings
10 holdings
  • 1. ONEOK Inc
    Oil/gas industry
    $38.89M
    1.11%
  • 2. Cheniere Energy Inc
    Oil/gas industry
    $26.72M
    0.76%
  • 3. Schlumberger Ltd
    Oil/gas industry
    $16.11M
    0.46%
  • 4. Eversource Energy
    Fossil-fired utility
    $14.88M
    0.42%
  • 5. Baker Hughes Co Class A
    Oil/gas industry
    $14.39M
    0.41%
See all
Share to spread the word.
Business as usual is fueling climate destruction.
iShares MSCI USA ESG Select ETF $SUSA is 4.83% ($169.34 MILLION) invested in fossil fuel stocks
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Financial performance
Performance data provided byMorningstarFind more financial data on SUSA at Morningstar.com
Current fund
SUSA
iShares MSCI USA ESG Select ETF
Family
BlackRock/iShares
Category
Large 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
 10-yr returns 
-0.44% less in annualized returns
Less invested in fossil fuels 
3.82% less invested
Lower fossil finance risk score 
20 points lower
Lower fossil insurance risk score 
19 points lower
More invested in Clean200 
0.95% more invested
Current fund
SUSA
iShares MSCI USA ESG Select ETF
Family
BlackRock/iShares
Category
Large 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
 10-yr returns 
-0.44% less in annualized returns
Less invested in fossil fuels 
3.82% less invested
Lower fossil finance risk score 
20 points lower
Lower fossil insurance risk score 
19 points lower
More invested in Clean200 
0.95% more invested
Current fund
SUSA
iShares MSCI USA ESG Select ETF
Family
BlackRock/iShares
Category
Large 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
 10-yr returns 
-0.44% less in annualized returns
Less invested in fossil fuels 
3.82% less invested
Lower fossil finance risk score 
20 points lower
Lower fossil insurance risk score 
19 points lower
More invested in Clean200 
0.95% more invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
SUSA - iShares MSCI USA ESG Select ETF
17%
8.72%
14%
12%
4.83% 
Benchmark
IVV - iShares Core S&P 500 ETF
21%
11%
14%
13%
8.65% 
Fund compared to benchmark
 
-3.53%
-2.23%
0.07%
-0.44%
3.82%  lower
Find more financial data on SUSA 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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