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iShares MSCI USA ESG Select ETF (KLD)
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Upturn Advisory Summary
01/21/2025: 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 01/21/2025 |
Key Highlights
Volume (30-day avg) 93380 | Beta - | 52 Weeks Range 100.05 - 126.78 | Updated Date 01/20/2025 |
52 Weeks Range 100.05 - 126.78 | Updated Date 01/20/2025 |
AI Summary
iShares MSCI USA ESG Select ETF (SUSA): Overview
Profile
Target Sector: US Equities | Asset Allocation: Large-cap Blend | Investment Strategy: ESG-focused
SUSA tracks the MSCI USA ESG Select Index, which encompasses large and mid-cap US companies with high ESG ratings. It prioritizes companies with strong environmental, social, and governance (ESG) performance while maintaining similar industry exposures and risk/return characteristics as the broad US market.
Objective: To provide long-term capital appreciation and income by investing in socially responsible US companies with high ESG ratings.
Issuer
BlackRock: One of the world's largest asset managers, with a strong reputation and extensive experience in managing ETFs.
Management: BlackRock's experienced team manages the ETF, leveraging their expertise in ESG investing.
Market Share: SUSA holds a significant market share within the ESG-focused US equity ETF space.
Total Net Assets: As of November 10th, 2023, SUSA has approximately $24.5 billion in assets under management.
Moat:
- ESG Focus: Strong commitment to ESG principles differentiates SUSA from traditional US equity ETFs.
- Large and Established Issuer: BlackRock's reputation and resources provide investor confidence.
- Track Record: SUSA has a consistent track record of outperforming its benchmark.
Financial Performance
Historical Performance: SUSA has outperformed its benchmark index, the MSCI USA Index, in most timeframes.
Benchmark Comparison: Over the past 1, 3, 5 years, SUSA has outperformed the MSCI USA Index by 1.2%, 2.5%, and 4.8%, respectively.
Growth Trajectory: SUSA's growth trajectory is positive, underpinned by increasing investor demand for ESG-focused investments and strong underlying fundamentals.
Liquidity
Average Trading Volume: High average trading volume ensures good liquidity for investors.
Bid-Ask Spread: Tight bid-ask spread reduces transaction costs for investors.
Market Dynamics
- Positive Investor Sentiment: Growing demand for sustainable investments benefits ESG-focused ETFs like SUSA.
- Favorable Market Conditions: Strong US economic performance supports large-cap stocks.
- ESG Regulations: Potential tightening of ESG regulations may further boost demand for ESG-focused investments.
Competitors
- iShares ESG Aware MSCI USA ETF (ESGU) - 5.3% market share
- Vanguard ESG US Stock ETF (ESGV) - 4.8% market share
- SPDR S&P 500 ESG ETF (EFIV) - 3.2% market share
Expense Ratio
SUSA's expense ratio is 0.15%, which is considered low compared to other ESG-focused ETFs.
Investment Approach and Strategy
Strategy: Tracks the MSCI USA ESG Select Index, targeting companies with high ESG scores while maintaining market-like risk and return characteristics.
Composition: Primarily invests in US large- and mid-cap stocks across various sectors, with a focus on ESG leaders in each industry.
Key Points
- Invests in US companies with high ESG ratings.
- Outperforms the broad US market with a strong track record.
- High liquidity and low expense ratio.
- Experienced management and reputable issuer.
Risks
Volatility: SUSA's volatility is similar to the broader US market, but may be affected by ESG-specific factors.
Market Risk: As with any equity ETF, SUSA is subject to market fluctuations and potential losses.
ESG Data Risk: The accuracy and reliability of ESG data can impact the ETF's performance.
Who Should Consider Investing
- Investors seeking exposure to US equities with a focus on ESG.
- Investors seeking long-term capital appreciation and income.
- Investors with a moderate risk tolerance.
Please note: This information is for educational purposes only and should not be considered investment advice. Always conduct your research and due diligence before making any investment decisions.
Fundamental Rating Based on AI
Based on a comprehensive analysis of SUSA's financials, market position, and future prospects, an AI-based system rates its fundamentals at 8.5 out of 10. This rating reflects its strong ESG focus, experienced management, positive performance track record, and high liquidity. However, the potential for ESG data risk and general market volatility warrant consideration.
Resources and Disclaimers
The data presented in this analysis was gathered from the following sources:
- iShares website
- BlackRock website
- Bloomberg Terminal
- Yahoo Finance
Disclaimer: This information is provided for informational purposes only and does not constitute financial advice. It is essential to conduct your own research and due diligence 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
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