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 9.13% places the fund in the F tier, between 9% and 100% exposure.

Methodology
F
Investments in major fossil fuel companies
Chord Energy Corp Ordinary Shares - New
Carbon Underground 200Top 200 carbon reserves
$160.36 MILLION
Matador Resources Co
Carbon Underground 200Top 200 carbon reserves
$153.84 MILLION
Murphy Oil Corp
Carbon Underground 200Top 200 carbon reserves
$141.67 MILLION
Civitas Resources Inc Ordinary Shares
Carbon Underground 200Top 200 carbon reserves
$130.58 MILLION
Permian Resources Corp Class A
Carbon Underground 200Top 200 carbon reserves
$130.21 MILLION
Alpha Metallurgical Resources Inc
Carbon Underground 200Top 200 carbon reserves
$113.85 MILLION
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
26
holdings
$1.9B
invested
3.14%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
16
holdings
$944.33M
invested
1.56%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
91
holdings
$3.92B
invested
6.5%
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
21
holdings
$1.29B
invested
2.14%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
118 holdings
118 holdings
  • 1. Chord Energy Corp Ordinary Shares - New
    Carbon Underground 200Oil/gas industry
    $160.36M
    0.27%
  • 2. Weatherford International PLC Ordinary Shares - New
    Oil/gas industry
    $156.49M
    0.26%
  • 3. Matador Resources Co
    Carbon Underground 200Oil/gas industry
    $153.84M
    0.25%
  • 4. Murphy Oil Corp
    Carbon Underground 200Oil/gas industry
    $141.67M
    0.23%
  • 5. PBF Energy Inc Class A
    Oil/gas industry
    $139.5M
    0.23%
See all
Share to spread the word.
Business as usual is fueling climate destruction.
iShares Russell 2000 ETF $IWM is 9.13% ($5.51 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: 2/29/24
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 
-5.56% less in annualized returns
More invested in fossil fuels 
0.62% more invested
Lower fossil finance risk score 
24 points lower
Lower fossil insurance risk score 
23 points lower
Less invested in Clean200 
18.55% 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: 2/29/24
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 
-5.56% less in annualized returns
More invested in fossil fuels 
0.62% more invested
Lower fossil finance risk score 
24 points lower
Lower fossil insurance risk score 
23 points lower
Less invested in Clean200 
18.55% 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: 2/29/24
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 
-5.56% less in annualized returns
More invested in fossil fuels 
0.62% more invested
Lower fossil finance risk score 
24 points lower
Lower fossil insurance risk score 
23 points lower
Less invested in Clean200 
18.55% 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
9.88%
-1.04%
6.79%
7.09%
9.13% 
Benchmark
IVV - iShares Core S&P 500 ETF
30%
12%
15%
13%
8.51% 
Fund compared to benchmark
 
-20.54%
-12.92%
-7.94%
-5.56%
0.62%  higher
Find more financial data on IWM at Morningstar.com
What's next?
Learn how to make a change and move your money
Get started with our action toolkit
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