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iShares MSCI USA ESG Select (SUSA)



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Upturn Advisory Summary
10/10/2025: SUSA (2-star) has a low Upturn Star Rating. Not recommended to BUY.
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 Advisory Performance ![]() | ETF Returns Performance ![]() |
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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 |
Upturn AI SWOT
iShares MSCI USA ESG Select
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. 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.
Reputation and Reliability
iShares is a well-established and reputable ETF provider, known for its extensive range of investment products and reliable index tracking.
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
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
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.
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
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.

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