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Upturn AI SWOT - About
iShares MSCI USA ESG Select ETF (KLD)
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Upturn Advisory Summary
04/01/2025: 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 13.57% | 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 04/01/2025 |
Key Highlights
Volume (30-day avg) 111326 | Beta - | 52 Weeks Range 101.04 - 126.47 | Updated Date 03/30/2025 |
52 Weeks Range 101.04 - 126.47 | Updated Date 03/30/2025 |
Upturn AI SWOT
iShares MSCI USA ESG Select ETF
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 ESG (environmental, social, and governance) ratings relative to their sector peers. It focuses on large- and mid-cap U.S. equities, offering exposure to companies demonstrating strong ESG profiles.
Reputation and Reliability
iShares is a reputable ETF provider with a long track record and broad market presence, known for its diverse and well-managed ETF offerings.
Management Expertise
BlackRock, the issuer of iShares ETFs, has extensive experience and expertise in investment management, offering a high level of confidence in the ETF's management.
Investment Objective
Goal
The investment objective of SUSA is to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics.
Investment Approach and Strategy
Strategy: SUSA aims to track the MSCI USA ESG Select Index, which selects companies with high ESG ratings within each sector.
Composition The ETF holds primarily stocks of U.S. large- and mid-cap companies with high ESG ratings. It's highly weighted towards Information Technology, Healthcare, and Financials.
Market Position
Market Share: SUSA has a moderate market share in the ESG-focused U.S. equity ETF sector.
Total Net Assets (AUM): 480000000
Competitors
Key Competitors
- Xtrackers S&P 500 ESG ETF (SNPE)
- Vanguard ESG U.S. Stock ETF (ESGV)
- SPDR S&P 500 ESG ETF (EFIV)
Competitive Landscape
The ESG ETF market is competitive, with several providers offering similar strategies. SUSA's strength lies in its iShares brand and well-defined ESG selection process. However, its AUM is less than some of its larger competitors, leading to potentially lower liquidity. ESGV and EFIV often have higher AUM and liquidity.
Financial Performance
Historical Performance: Historical performance data would need to be sourced from financial data providers and is subject to change.
Benchmark Comparison: Benchmark comparison needs to be sourced from financial data providers and is subject to change.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
SUSA's average trading volume is moderate, indicating sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, suggesting efficient trading conditions.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, sector performance, and investor sentiment towards ESG investing can influence SUSA's performance.
Growth Trajectory
The growth trajectory depends on the increasing demand for ESG investments and SUSA's ability to attract assets compared to its competitors; it is also affected by any changes to the underlying index.
Moat and Competitive Advantages
Competitive Edge
SUSA's competitive advantage lies in the iShares brand recognition and robust ESG selection process. The ETF's index focuses on companies with demonstrably strong ESG practices compared to their peers, aligning with investors seeking responsible investments. The fund's relatively low expense ratio and well-diversified portfolio of large- and mid-cap companies contribute to its appeal. Furthermore, iShares' extensive distribution network enhances the ETF's accessibility to a broad range of investors.
Risk Analysis
Volatility
SUSA's volatility is generally comparable to the broader U.S. equity market.
Market Risk
SUSA is subject to market risk, particularly related to U.S. equities. Sector concentration and potential changes in ESG ratings also pose risks.
Investor Profile
Ideal Investor Profile
The ideal investor for SUSA is someone seeking exposure to U.S. equities with a focus on ESG factors.
Market Risk
SUSA is suitable for long-term investors and those seeking passive exposure to ESG-focused U.S. equities.
Summary
The iShares MSCI USA ESG Select ETF (SUSA) provides exposure to U.S. companies with strong ESG characteristics. It tracks the MSCI USA ESG Select Index, offering diversification across sectors with a focus on ESG leaders. SUSA is best suited for long-term investors who prioritize ESG factors in their investment decisions. While SUSA faces competition from other ESG ETFs, it benefits from the strength of the iShares brand and a well-defined ESG selection process. Its performance is subject to market risks and fluctuations in the ESG ratings of its underlying holdings.
Similar Companies
DSI
iShares MSCI KLD 400 Social ETF
DSI
iShares MSCI KLD 400 Social ETF
EFIV
SPDR® S&P 500® ESG ETF
EFIV
SPDR® S&P 500® ESG ETF
SNPE
Xtrackers S&P 500 ESG ETF
SNPE
Xtrackers S&P 500 ESG ETF
SUSL
iShares ESG MSCI USA Leaders ETF
SUSL
iShares ESG MSCI USA Leaders ETF
Sources and Disclaimers
Data Sources:
- iShares Website
- Morningstar
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market data is subject to change. Past performance is not indicative of future results.
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
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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