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SUSA
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iShares MSCI USA ESG Select (SUSA)

Upturn stock ratingUpturn stock rating
$132.94
Last Close (24-hour delay)
Profit since last BUY10.69%
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Consider higher Upturn Star rating
BUY since 106 days
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Upturn Advisory Summary

10/10/2025: SUSA (2-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 39.37%
Avg. Invested days 89
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 5.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 10/10/2025

Key Highlights

Volume (30-day avg) -
Beta 1.06
52 Weeks Range 99.26 - 126.47
Updated Date 06/29/2025
52 Weeks Range 99.26 - 126.47
Updated Date 06/29/2025

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iShares MSCI USA ESG Select

stock logo

ETF Overview

overview logo 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. It provides exposure to large- and mid-capitalization U.S. companies, screened for ESG criteria. The investment strategy focuses on selecting companies with strong ESG profiles.

reliability logo Reputation and Reliability

iShares is a well-established and reputable ETF provider, known for its extensive range of investment products and reliable index tracking.

reliability logo Management Expertise

BlackRock, the parent company of iShares, has a highly experienced management team with a strong track record in managing ETFs and other investment vehicles.

Investment Objective

overview logo Goal

To track the investment results of an index composed of U.S. companies with high ESG performance relative to their sector peers.

Investment Approach and Strategy

Strategy: The ETF aims to track the MSCI USA ESG Select Index.

Composition The ETF primarily holds stocks of large- and mid-cap U.S. companies that meet specific ESG criteria.

Market Position

Market Share: SUSA holds a portion of the ESG-focused ETF market, though not the largest.

Total Net Assets (AUM): 3363000000

Competitors

overview logo Key Competitors

  • Xtrackers S&P 500 ESG ETF (SNPE)
  • Vanguard ESG U.S. Stock ETF (ESGV)
  • Nuveen ESG Large-Cap Growth ETF (NULG)

Competitive Landscape

The ESG ETF market is competitive, with several providers offering similar investment strategies. SUSA benefits from the iShares brand, while others, like ESGV, may have lower expense ratios or slightly different ESG screening methodologies. SUSA may have a more restrictive ESG screen than its competitors.

Financial Performance

Historical Performance: Historical performance data should be obtained from reputable financial data providers. Performance will vary depending on market conditions.

Benchmark Comparison: The ETF's performance should be compared to the MSCI USA ESG Select Index to evaluate tracking effectiveness.

Expense Ratio: 0.05

Liquidity

Average Trading Volume

The average trading volume of SUSA indicates reasonable liquidity for most investors.

Bid-Ask Spread

The bid-ask spread is typically tight, reflecting good liquidity and lower trading costs.

Market Dynamics

Market Environment Factors

Economic growth, interest rates, regulatory changes related to ESG, and investor sentiment toward sustainable investing can all influence SUSA.

Growth Trajectory

Growth depends on increasing investor interest in ESG investing and the ETF's ability to maintain its tracking accuracy and competitive expense ratio.

Moat and Competitive Advantages

Competitive Edge

SUSA benefits from the iShares brand recognition and BlackRock's extensive resources. It offers a focused approach to ESG investing within the U.S. market. However, it faces competition from ETFs with lower expense ratios or broader ESG mandates. Its restrictive ESG screen may be seen as an advantage by some, but a disadvantage by others. Its competitive advantage stems from its brand recognition and specific index focus.

Risk Analysis

Volatility

Volatility is similar to the broader U.S. equity market, but can vary depending on market conditions and the specific composition of the index.

Market Risk

Market risk includes the potential for declines in the overall stock market, as well as risks specific to the sectors and companies included in the index. ESG-related controversies can impact individual stock performance.

Investor Profile

Ideal Investor Profile

The ideal investor is seeking ESG-focused exposure to the U.S. equity market, aligning their investments with their values. They are comfortable with market risk and understand the potential for volatility.

Market Risk

SUSA is suitable for long-term investors who prioritize ESG considerations and are looking for diversified exposure to U.S. equities. It is generally not designed for active traders.

Summary

The iShares MSCI USA ESG Select ETF provides access to U.S. companies with strong ESG profiles, offering investors a way to align their investments with their values. While it benefits from the iShares brand, it faces competition from other ESG ETFs with similar strategies and potentially lower expense ratios. The ETF's performance is tied to the performance of the MSCI USA ESG Select Index and the overall U.S. stock market. It's suited for long-term investors seeking ESG-focused exposure within their portfolios. Investors should weigh the expense ratio and index methodology against similar funds.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • iShares Official Website
  • MSCI Index Fact Sheet
  • Morningstar
  • Bloomberg

Disclaimers:

All data is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About iShares MSCI USA ESG Select

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. It is an optimized index designed to maximize exposure to positive environmental, social and governance characteristics while exhibiting risk and return characteristics similar to the MSCI USA Index.