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iShares MSCI USA ESG Select ETF (KLD)
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Upturn Advisory Summary
12/17/2024: KLD (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 16.84% | Upturn Advisory Performance 4 | Avg. Invested days: 62 |
Profits based on simulation | ETF Returns Performance 3 | Last Close 12/17/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 16.84% | Avg. Invested days: 62 |
Upturn Star Rating | ETF Returns Performance 3 |
Profits based on simulation Last Close 12/17/2024 | Upturn Advisory Performance 4 |
Key Highlights
Volume (30-day avg) 65503 | Beta - |
52 Weeks Range 97.09 - 126.78 | Updated Date 12/20/2024 |
52 Weeks Range 97.09 - 126.78 | Updated Date 12/20/2024 |
AI Summarization
iShares MSCI USA ESG Select ETF (SUSA) Summary:
Profile:
- Focus: US Large-cap stocks with high ESG (Environmental, Social, and Governance) ratings.
- Asset Allocation: Primarily invests in equities across various sectors.
- Investment Strategy: Tracks the MSCI USA ESG Select Index, which selects companies based on ESG criteria and financial metrics.
Objective:
- To provide investors with exposure to large US companies committed to ESG principles while aiming to outperform the broader US market.
Issuer:
- Company: BlackRock, Inc.
- Reputation: Leading global asset management firm with a strong track record and reputation.
- Management: Experienced team with expertise in ESG investing.
Market Share:
- Holds a significant market share in the ESG ETF space.
Total Net Assets:
- Over $7 billion as of November 2023.
Moat:
- ESG Focus: Strong commitment to ESG principles attracts investors seeking sustainable investments.
- BlackRock's Expertise: Benefits from BlackRock's extensive resources and research capabilities.
- Liquidity: High trading volume enables easy buying and selling.
Financial Performance:
- Outperformed the S&P 500 over the past 3 and 5 years.
- Demonstrates lower volatility compared to the broader market.
Growth Trajectory:
- Growing demand for ESG investments suggests positive future prospects.
Liquidity:
- High average trading volume.
- Tight bid-ask spread.
Market Dynamics:
- Increasing investor interest in ESG investing.
- Positive market sentiment towards large-cap US stocks.
Competitors:
- iShares ESG Aware MSCI USA ETF (ESGU)
- Vanguard ESG U.S. Stock ETF (ESGV)
- Xtrackers MSCI USA ESG Leaders Equity ETF (USEL)
Expense Ratio:
- 0.15%
Investment Approach and Strategy:
- Tracks the MSCI USA ESG Select Index.
- Holds a diversified portfolio of large-cap US stocks across various sectors.
Key Points:
- ESG-focused investment strategy.
- Outperformance potential with lower volatility.
- Strong management team and issuer reputation.
- High liquidity.
Risks:
- Market risk associated with equities.
- Potential underperformance compared to the broader market.
- ESG controversies and greenwashing concerns.
Who Should Consider Investing:
- Investors seeking exposure to US large-cap stocks with high ESG ratings.
- Investors with a long-term investment horizon.
- Investors comfortable with moderate volatility.
Fundamental Rating Based on AI:
8.5/10
SUSA demonstrates strong fundamentals with a solid track record, experienced management, and clear competitive advantages. However, potential risks and ESG concerns should be considered before investing.
Resources and Disclaimers:
- iShares website: https://www.ishares.com/us/products/etf/product-detail?chanName=IShares&siteEntryPassthrough=true&clientId=us&productcode=us:sus&clear=true
- Morningstar: https://www.morningstar.com/etfs/arcx/sus/quote
- BlackRock: https://www.blackrock.com/us/individual/en/products/239616/ishares-msci-usa-esg-select-etf
Disclaimer: This information is for educational purposes only and should not be considered financial advice. Please consult with a qualified 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 ETF
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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