Fossil fuel companiesare fueling the climate crisis.


iShares Russell 2000 ETF

Shareclass
iShares Russell 2000 ETF (IWM)
Type
Exchange-traded fund
Fossil fuel exposure of 7.45% places the fund in the D tier, between 5.5% and 9% exposure.

Methodology
D
Investments in major fossil fuel companies
CNX Resources Corp
Carbon Underground 200Top 200 carbon reserves
$130.53 MILLION
SM Energy Co
Carbon Underground 200Top 200 carbon reserves
$125.02 MILLION
Murphy Oil Corp
Carbon Underground 200Top 200 carbon reserves
$119.96 MILLION
Black Hills Corp
Carbon Underground 200Top 200 carbon reserves
$106.28 MILLION
ALLETE Inc
Carbon Underground 200Top 200 carbon reserves
$96.67 MILLION
Northern Oil & Gas Inc
Carbon Underground 200Top 200 carbon reserves
$92.79 MILLION
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
20
holdings
$1.27B
invested
1.87%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
16
holdings
$968.82M
invested
1.43%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
85
holdings
$3.23B
invested
4.76%
of portfolio
Utility sector
Top 50 coal-fired utilities
Top 50 coal-fired utilities
Macroclimate 50
No direct stock holdings
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
22
holdings
$1.6B
invested
2.36%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
113 holdings
113 holdings
  • 1. ChampionX Corp
    Oil/gas industry
    $139.65M
    0.21%
  • 2. CNX Resources Corp
    Carbon Underground 200Oil/gas industry
    $130.53M
    0.19%
  • 3. Brookfield Infrastructure Corp Ordinary Shares - Class A (Subordinate Share
    Fossil-fired utility
    $127.31M
    0.19%
  • 4. Portland General Electric Co
    Fossil-fired utility
    $125.39M
    0.18%
  • 5. SM Energy Co
    Carbon Underground 200Oil/gas industry
    $125.02M
    0.18%
See all
Share to spread the word.
Business as usual is fueling climate destruction.
iShares Russell 2000 ETF $IWM is 7.45% ($5.05 BILLION) invested in fossil fuel stocks
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Financial performance
Performance data provided byMorningstarFind more financial data on IWM at Morningstar.com
Current fund
IWM
iShares Russell 2000 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: 10/31/24
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 
-5.08% less in annualized returns
Less invested in fossil fuels 
0.87% less invested
Lower fossil finance risk score 
14 points lower
Lower fossil insurance risk score 
22 points lower
Less invested in Clean200 
18.29% less invested
Current fund
IWM
iShares Russell 2000 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: 10/31/24
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 
-5.08% less in annualized returns
Less invested in fossil fuels 
0.87% less invested
Lower fossil finance risk score 
14 points lower
Lower fossil insurance risk score 
22 points lower
Less invested in Clean200 
18.29% less invested
Current fund
IWM
iShares Russell 2000 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: 10/31/24
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 
-5.08% less in annualized returns
Less invested in fossil fuels 
0.87% less invested
Lower fossil finance risk score 
14 points lower
Lower fossil insurance risk score 
22 points lower
Less invested in Clean200 
18.29% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
IWM - iShares Russell 2000 ETF
34%
-0.16%
8.39%
7.88%
7.45% 
Benchmark
IVV - iShares Core S&P 500 ETF
38%
9.05%
15%
13%
8.32% 
Fund compared to benchmark
 
-4.09%
-9.21%
-6.85%
-5.08%
0.87%  lower
Find more financial data on IWM at Morningstar.com
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