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Upturn AI SWOT - About
iShares MSCI USA ESG Select (SUSA)
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Upturn Advisory Summary
08/14/2025: SUSA (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 37.16% | Avg. Invested days 81 | 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 08/14/2025 |
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 |
Upturn AI SWOT
iShares MSCI USA ESG Select
ETF Overview
Overview
The iShares MSCI USA ESG Select ETF (SUSA) seeks to track the investment results of an index composed of U.S. companies with high Environmental, Social and Governance (ESG) ratings relative to their sector peers.
Reputation and Reliability
BlackRock is a leading global asset manager known for its diverse ETF offerings and strong track record.
Management Expertise
BlackRock has a large team of experienced investment professionals dedicated to managing its ETFs.
Investment Objective
Goal
The fund seeks to track the investment results of the MSCI USA ESG Select Index, which is designed to represent the performance of companies with high ESG ratings relative to their sector peers in the U.S. equity market.
Investment Approach and Strategy
Strategy: The ETF tracks a specific index, the MSCI USA ESG Select Index.
Composition The ETF primarily holds stocks of large- and mid-capitalization U.S. companies selected for their high ESG ratings.
Market Position
Market Share: SUSA has a moderate market share within the ESG-focused US equity ETF category.
Total Net Assets (AUM): 3040000000
Competitors
Key Competitors
- ESGU
- VUSA
- SUSL
Competitive Landscape
The ESG ETF market is competitive. SUSA benefits from BlackRock's brand and index tracking capabilities. Competitors like ESGU have larger AUM, while others like SUSL offer slightly different ESG screening approaches. SUSA distinguishes itself through its specific index methodology and cost.
Financial Performance
Historical Performance: Historical performance data should be sourced from financial websites. Performance figures are not static and depend on the market conditions at the time.
Benchmark Comparison: The ETF's performance should be compared to the MSCI USA ESG Select Index.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
SUSA's average trading volume indicates moderate liquidity, allowing investors to buy and sell shares efficiently under normal market conditions.
Bid-Ask Spread
The typical bid-ask spread for SUSA is generally tight, reflecting sufficient liquidity and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and investor sentiment toward ESG investing influence SUSA's performance.
Growth Trajectory
SUSA's growth is tied to the increasing popularity of ESG investing and investor demand for sustainable investment options. Changes to strategy and holdings reflect index rebalancing and evolving ESG standards.
Moat and Competitive Advantages
Competitive Edge
SUSA benefits from BlackRock's established brand and extensive ETF distribution network. Its competitive advantage also comes from the low expense ratio. It offers a focused approach to ESG investing that aligns with many investors' values. The fund's underlying index is well-defined and transparent. Finally, the fund's holdings have higher ESG ratings relative to their sector peers.
Risk Analysis
Volatility
SUSA's volatility is correlated to the broader U.S. equity market and may be influenced by sector-specific risks.
Market Risk
SUSA is exposed to market risk related to the overall performance of the U.S. equity market, as well as risks associated with ESG factors and sector concentrations.
Investor Profile
Ideal Investor Profile
The ideal investor is someone looking to align their investments with ESG principles while maintaining broad exposure to the U.S. equity market.
Market Risk
SUSA is suitable for long-term investors seeking passive index exposure with an ESG focus.
Summary
The iShares MSCI USA ESG Select ETF (SUSA) provides exposure to U.S. companies with high ESG ratings. The ETF is managed by BlackRock and tracks the MSCI USA ESG Select Index. SUSA offers a low expense ratio and provides an opportunity to invest in companies that meet specific ESG criteria. It suits long-term investors who seek to align their investments with ESG principles and want broad U.S. equity exposure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- MSCI website
- Morningstar
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market data can change rapidly.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.