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Upturn AI SWOT - About
iShares MSCI USA ESG Select ETF (KLD)
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Upturn Advisory Summary
08/06/2025: KLD (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 34.92% | Avg. Invested days 79 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/06/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 99.26 - 126.47 | Updated Date 06/27/2025 |
52 Weeks Range 99.26 - 126.47 | Updated Date 06/27/2025 |
Upturn AI SWOT
iShares MSCI USA ESG Select ETF
ETF Overview
Overview
The iShares MSCI USA ESG Select ETF (SUSA) aims to track the investment results of an index composed of U.S. companies with high environmental, social, and governance (ESG) performance relative to their sector peers.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and extensive experience in the ETF market.
Management Expertise
BlackRock has a dedicated team of investment professionals with expertise in ESG investing and index tracking.
Investment Objective
Goal
To track the investment results of an index composed of U.S. companies with high environmental, social and governance (ESG) performance relative to their sector peers.
Investment Approach and Strategy
Strategy: The ETF seeks to track the MSCI USA ESG Select Index, a market-cap-weighted index.
Composition Primarily U.S. large and mid-cap stocks with high ESG ratings.
Market Position
Market Share: SUSA's market share within the ESG-focused US equity ETF landscape varies depending on the specific peer group considered.
Total Net Assets (AUM): 3665000000
Competitors
Key Competitors
- Xtrackers S&P 500 ESG ETF (SNPE)
- Vanguard ESG U.S. Stock ETF (ESGV)
- Invesco ESG S&P 500 Equal Weight ETF (XVV)
Competitive Landscape
The ESG ETF market is competitive, with various ETFs offering different approaches to ESG integration. SUSA's advantage lies in its well-known issuer, BlackRock. SUSA's disadvantage is that other funds may have a lower expense ratio and may be more diversified.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved from financial data providers.
Benchmark Comparison: Performance should be compared to the MSCI USA Index and the MSCI USA ESG Leaders Index.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
SUSA's average trading volume indicates moderate liquidity.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting adequate liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards ESG investing influence SUSA's performance.
Growth Trajectory
Growth depends on increased adoption of ESG investing and the performance of the underlying companies.
Moat and Competitive Advantages
Competitive Edge
SUSA benefits from the strong brand and distribution network of BlackRock, a leading ETF provider. The ETF provides exposure to companies with strong ESG profiles, which is increasingly attractive to investors. Its market-cap-weighted approach provides broad diversification within the ESG universe. SUSA's low expense ratio makes it a cost-effective option compared to some peers. The ETF also benefits from strong liquidity, allowing investors to easily buy and sell shares.
Risk Analysis
Volatility
SUSA's volatility is generally similar to that of the broader U.S. equity market.
Market Risk
The primary risk is market risk, as the ETF's performance is tied to the performance of U.S. equities. Sector concentration and changes in ESG ratings could also impact performance.
Investor Profile
Ideal Investor Profile
Investors seeking ESG-aligned investments with broad exposure to the U.S. equity market.
Market Risk
Suitable for long-term investors who prioritize ESG factors in their portfolio and are comfortable with market risk.
Summary
The iShares MSCI USA ESG Select ETF (SUSA) offers investors access to U.S. equities with strong ESG characteristics. The ETF tracks the MSCI USA ESG Select Index and has a low expense ratio. Its performance is closely tied to the performance of the underlying index, and it is suitable for long-term investors who prioritize ESG factors in their portfolio construction. Backed by BlackRock, SUSA is a solid option for those looking to integrate ESG principles into their US equity exposure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock website
- MSCI website
- Third-party financial data providers
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investors should consult with a financial advisor before making any investment decisions. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares MSCI USA ESG Select ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The Fund seeks to track the investment results of the MSCI USA ESG Select Index (the "Underlying Index"), which is an optimized index designed to maximize exposure to positive environmental, social and governance ("ESG") characteristics, while exhibiting risk and return characteristics similar to the MSCI USA Index. As of March 31, 2016, the Underlying Index consisted of 112 companies included in the MSCI USA Index. MSCI Inc. (the "Index Provider" or "MSCI") analyzes each eligible company's ESG performance using proprietary ratings covering ESG and ethics criteria. The index methodology is designed so that companies with relatively high overall ratings have a higher representation in the Underlying Index than in the MSCI USA Index; and companies with relatively low overall ratings have a lower representation in the Underlying Index than in the MSCI USA Index. Exceptions may result from the Underlying Index's objective of having risk and return characteristics similar to the MSCI USA Index. Companies that the Index Provider determines are involved in tobacco and controversial weapons companies, as well as major producers of alcohol, gambling, civilian firearms, military weapons and nuclear power, are excluded from the Underlying Index. The Underlying Index may include large- or mid-capitalization companies. Components of the Underlying Index primarily include financials, healthcare and information technology companies. The components of the Underlying Index, and the degree to which these components represent certain industries, are likely to change over time.BFA uses a "passive" or indexing approach to try to achieve the Fund's investment objective. Unlike many investment companies, the Fund does not try to "beat" the index it tracks and does not seek temporary defensive positions when markets decline or appear overvalued.Indexing may eliminate the chance that the Fund will substantially outperform the Underlying Index but also may reduce some of the risks of active management, such as poor security selection. Ind
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