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iShares MSCI USA ESG Select ETF SUSA

Analyst rating as of
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Morningstar’s Analysis

Will SUSA outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A tracking error-constrained broad-market portfolio for ESG investors.

Associate Analyst

Summary

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IShares MSCI USA ESG Select ETF tries to balance environmental, social, and governance integration with the benefits of a broadly diversified, market-cap-weighted, low-turnover portfolio. But, its ESG focus results in a degree of active risk relative to its parent index that may or may not be adequately compensated. This concern has led us to downgrade the fund’s Process Pillar from High to Above Average, and results in a downgrade of its Morningstar Analyst Rating to Bronze from Silver.

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