Msci usa extended esg select index methodology

Bloomberg and MSCI Expand ESG Fixed Income Index Suite, Launch New ESG The Bloomberg SASB US Large Cap ESG Ex-Controversies Select index is Indices have expanded beyond traditional benchmarks of broad market into a company's individual data points as well as the methodology for index inclusion.

SUSL Factset Analytics Insight. SUSL offer ESG-based exposure to large- and midcap US firms but does not explicitly aim for the risk and return traits of its parent index. SUSL starts with the MSCI USA Index (the parent), then removes firms involved with tobacco, alcohol, gambling, nuclear power, certain weapons, The iShares MSCI USA ESG Select ETF seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider. The iShares ESG MSCI USA ETF seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider while exhibiting risk and return characteristics similar to those of the parent index. Historical Index data prior to 6/1/2018 is for the MSCI USA ESG Select Index; Index data on and after 6/1/2018 is MSCI USA Extended ESG Select Index. 32.56 15.64 About iShares ESG MSCI USA ETF The investment seeks to track the investment results of the MSCI USA Extended ESG Focus Index. The fund generally will invest at least 90% of its assets in the Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time.

SUSL Factset Analytics Insight. SUSL offer ESG-based exposure to large- and midcap US firms but does not explicitly aim for the risk and return traits of its parent index. SUSL starts with the MSCI USA Index (the parent), then removes firms involved with tobacco, alcohol, gambling, nuclear power, certain weapons,

About iShares ESG MSCI USA ETF The investment seeks to track the investment results of the MSCI USA Extended ESG Focus Index. The fund generally will invest at least 90% of its assets in the Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Benchmark MSCI USA Extended ESG Select Index 30 Day SEC Yield 1.48% Number of Holdings 118 Net Assets $1,193,652,865 Ticker SUSA CUSIP 464288802 Exchange NYSE Arca TOP HOLDINGS (%) MICROSOFT CORP 5.09 APPLE INC 4.70 ECOLAB INC 3.96 ACCENTURE PLC CLASS A 3.25 ALPHABET INC CLASS A 2.63 3M 2.26 SALESFORCE.COM INC 2.25 BLACKROCK INC 2.12 ALPHABET INC CLASS C 1.84 The fund traded under the ticker KLD until July 2017.Prior to June 1, 2018 the fund tracked the MSCI USA ESG Select Index. SUSA MSCI ESG Analytics Insight. iShares MSCI USA ESG Select ETF has an The investment seeks to track the investment results of the MSCI USA Extended ESG Select Index composed of U.S. companies that have positive environmental, social and governance characteristics as The iShares MSCI USA ESG Select ETF (the “Fund”) seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider. The iShares ESG MSCI USA ETF seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider while exhibiting risk and return characteristics similar to those of the parent index.

The iShares ESG MSCI USA ETF seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider while exhibiting risk and return characteristics similar to those of the parent index.

MSCI Announces MSCI Global Investable Market Indexes Methodology and Transition Plan for the MSCI Standard and Small Cap Indexes Additional Announcements relating to Methodology Clarification on the Treatment of Financial Results Under IFRS (Sep 2005) SUSL Factset Analytics Insight. SUSL offer ESG-based exposure to large- and midcap US firms but does not explicitly aim for the risk and return traits of its parent index. SUSL starts with the MSCI USA Index (the parent), then removes firms involved with tobacco, alcohol, gambling, nuclear power, certain weapons, The iShares MSCI USA ESG Select ETF seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider. The iShares ESG MSCI USA ETF seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider while exhibiting risk and return characteristics similar to those of the parent index. Historical Index data prior to 6/1/2018 is for the MSCI USA ESG Select Index; Index data on and after 6/1/2018 is MSCI USA Extended ESG Select Index. 32.56 15.64

1 Feb 2019 Appendix 3: Methodology for MSCI Extended ESG Focus Index. 15 The MSCI USA ESG Select Index uses company ratings and research 

Historical Index data prior to 6/1/2018 is for the MSCI USA ESG Select Index; Index data on and after 6/1/2018 is MSCI USA Extended ESG Select Index. 32.56 15.64 About iShares ESG MSCI USA ETF The investment seeks to track the investment results of the MSCI USA Extended ESG Focus Index. The fund generally will invest at least 90% of its assets in the Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Benchmark MSCI USA Extended ESG Select Index 30 Day SEC Yield 1.48% Number of Holdings 118 Net Assets $1,193,652,865 Ticker SUSA CUSIP 464288802 Exchange NYSE Arca TOP HOLDINGS (%) MICROSOFT CORP 5.09 APPLE INC 4.70 ECOLAB INC 3.96 ACCENTURE PLC CLASS A 3.25 ALPHABET INC CLASS A 2.63 3M 2.26 SALESFORCE.COM INC 2.25 BLACKROCK INC 2.12 ALPHABET INC CLASS C 1.84 The fund traded under the ticker KLD until July 2017.Prior to June 1, 2018 the fund tracked the MSCI USA ESG Select Index. SUSA MSCI ESG Analytics Insight. iShares MSCI USA ESG Select ETF has an The investment seeks to track the investment results of the MSCI USA Extended ESG Select Index composed of U.S. companies that have positive environmental, social and governance characteristics as

MSCI USA ESG Select Index. The MSCI USA ESG Select Index is designed to target companies with positive environmental, social and governance (ESG) factors while exhibiting risk and return characteristics similar to those of the MSCI USA Index.

4 Dec 2019 Socially responsible investments like ETFs that track ESG factors may seem new, but many Select the one that best describes you investors find a more readily accessible means to tap into this investment methodology. The underlying MSCI USA ESG Leaders Index provides exposure to large- and 

MSCI ESG Focus Indexes methodology MSCI ESG ENHANCED FOCUS INDEXES The MSCI ESG Enhanced Focus Indexes aim to maximize their ESG profile and reduce carbon exposure while maintaining risk and return characteristics similar to the underlying parent index. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. MSCI Announces MSCI Global Investable Market Indexes Methodology and Transition Plan for the MSCI Standard and Small Cap Indexes Additional Announcements relating to Methodology Clarification on the Treatment of Financial Results Under IFRS (Sep 2005) SUSL Factset Analytics Insight. SUSL offer ESG-based exposure to large- and midcap US firms but does not explicitly aim for the risk and return traits of its parent index. SUSL starts with the MSCI USA Index (the parent), then removes firms involved with tobacco, alcohol, gambling, nuclear power, certain weapons, The iShares MSCI USA ESG Select ETF seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider.