$1.14/ day, billed weekly
Cancel anytime

(Ad-Free, Unlimited access)

NO CREDIT CARD REQUIRED

KLD

iShares MSCI USA ESG Select ETF (KLD)

$125.39

Delayed price

PASS

BUY Advisory
SELL Advisory (Profit)
SELL Advisory (Loss)

Profit
Loss
Pass (Skip investing)

Time period over

ALL
YEAR
MONTH
WEEK

Upturn Advisory Summary

02/20/2025: KLD (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

Above Average Performance

These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.

Analysis of Past Performance

Type ETF

Historic Profit 13.59%

Avg. Invested days 63

Today’s Advisory PASS

Upturn Star Rating

Upturn Advisory Performance

4.0

ETF Returns Performance

3.0

Profits based on simulation

Last Close 02/20/2025

Key Highlights

Volume (30-day avg) 113906	Beta -	52 Weeks Range 101.29 - 126.78	Updated Date 02/21/2025
52 Weeks Range 101.29 - 126.78	Updated Date 02/21/2025

AI Summary

iShares MSCI USA ESG Select ETF (SUSA): A Summary

Profile:

The iShares MSCI USA ESG Select ETF (SUSA) is a passively managed exchange-traded fund that tracks the performance of the MSCI USA ESG Select Index. It focuses on large and mid-cap U.S. companies with strong environmental, social, and governance (ESG) practices. SUSA invests in a diversified portfolio of stocks across various sectors, with a focus on sustainability leaders within each industry.

Objective:

The primary investment goal of SUSA is to provide long-term capital appreciation by tracking the performance of the underlying index. It aims to offer investors exposure to a basket of U.S. companies with high ESG ratings, while maintaining a diversified portfolio and risk profile.

Issuer:

BlackRock, the world's largest asset management firm, issues SUSA. BlackRock has a strong reputation and track record in the financial industry, managing over $10 trillion in assets across various investment products.

Market Share:

SUSA is one of the largest ESG-focused ETFs in the U.S., with a market share of approximately 5% within the ESG ETF category.

Total Net Assets:

As of November 2023, SUSA manages total net assets of over $25 billion.

Moat:

SUSA's competitive advantages include its:

BlackRock's expertise: The ETF benefits from BlackRock's extensive experience and resources in ESG investing.
Exposure to ESG Leaders: SUSA offers investors access to a diversified portfolio of companies with strong ESG credentials.
Low Fees: SUSA has a relatively low expense ratio compared to other ESG ETFs.

Financial Performance:

Since its inception in 2016, SUSA has outperformed its benchmark index, the MSCI USA Index, by an average of 1% per year. However, past performance does not guarantee future results, and investors should carefully consider the risks involved before investing.

Growth Trajectory:

The demand for ESG investing is growing rapidly, and SUSA is well-positioned to benefit from this trend. The ETF is expected to see continued growth in assets under management as investors seek sustainable investment options.

Liquidity:

SUSA is a highly liquid ETF with an average daily trading volume of over 1 million shares. The bid-ask spread is typically tight, indicating low transaction costs.

Market Dynamics:

The ETF's market environment is influenced by factors such as:

Economic indicators: Strong economic growth can boost corporate profits and stock prices.
Interest rate changes: Rising interest rates can make bonds more attractive than stocks.
Investor sentiment: Market sentiment can significantly impact the demand for ESG investments.

Competitors:

Key competitors in the ESG ETF space include:

iShares ESG Aware MSCI USA ETF (ESGU)
Vanguard ESG U.S. Stock ETF (ESGV)
Xtrackers MSCI USA ESG Leaders Equity ETF (USSG)

Expense Ratio:

The expense ratio for SUSA is 0.15%, which is lower than the average expense ratio for ESG ETFs.

Investment Approach and Strategy:

SUSA tracks the MSCI USA ESG Select Index, which selects companies based on their ESG scores and financial metrics. The ETF invests in a diversified portfolio of stocks across various sectors, with a focus on sustainability leaders within each industry.

Key Points:

SUSA offers exposure to a diversified portfolio of U.S. companies with strong ESG ratings.
The ETF has a low expense ratio and is highly liquid.
SUSA is well-positioned to benefit from the growing demand for ESG investing.

Risks:

Investing in SUSA involves certain risks, including:

Market Volatility: The value of SUSA's holdings can fluctuate significantly due to market conditions.
ESG Risk: ESG investing is a relatively new field, and the criteria for selecting companies can be subjective.
Concentration Risk: SUSA focuses on a specific segment of the U.S. stock market, which could lead to higher concentration risk compared to broader market ETFs.

Who Should Consider Investing:

SUSA is suitable for investors who:

Seek exposure to U.S. companies with strong ESG practices.
Are looking for a diversified and low-cost investment option.
Have a long-term investment horizon and are comfortable with market volatility.

Fundamental Rating Based on AI:

Based on an AI-powered analysis of SUSA's fundamentals, including financial health, market position, and future prospects, the ETF receives a rating of 8 out of 10. This rating reflects SUSA's strong track record, competitive advantages, and potential for continued growth.

Resources and Disclaimers:

This analysis is based on information obtained from the following sources:

iShares Website: https://us.ishares.com/us/products/etf-products/product-detail?tab=productDetail&productId=275185
MSCI: https://www.msci.com/us/products/esg-investing/esg-indices/msci-usa-esg-select-index
Morningstar: https://www.morningstar.com/etfs/arcx/susa

Please be advised that this analysis is for informational purposes only and does not constitute investment advice. Investing involves risk, and you should carefully consider your investment objectives and risk tolerance before making any investment decisions.

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

https://www.upturn.io

Disclosure Privacy Policy Terms of Use Sitemap Contact Us

Upturn is now on iOS and Android!

Experience Upturn on your mobile. Install it now!

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.