SUSA News and Press, iShares MSCI USA ESG Select From 08/01/22

ESGU and ESGV are the two largest ESG ETFs on the market today, with AUMs of $22.50 billion and $5.07 billion. Annual fees are low at 0.15% and 0.09%, respectively. These ETFs are solid evidence that an ESG strategy can work. Historical performance relative to SPY is on par, and it's ...

There is no consistency in the assignment of ESG ratings. The SEC is mooting a proposal to standardize disclosure among ESG funds. Despite underlying ambiguity, ESG funds is a rapidly growing sector within asset management. Much of what is advertised as sustainable investing, ...

iShares MSCI USA ESG Select ETF (SUSA) - $0.2198. 30-Day SEC Yield of 1.32% as of April. 29. Payable Jun 15; for shareholders of record Jun 10; ex-div Jun 09. For further details see: iShares MSCI USA ESG Select ETF declares quarterly distribution of $0.2198

Stocks had a ripsnorter of a rally last week and a lot of people are pondering the question in the title over this long weekend. Sentiment is certainly negative right now by several measures. Sentiment surveys (AAII, Investor’s Intelligence, etc.) are universally negative becau...

Beyond the broad S&P benchmark, 45% of NASDAQ 100 stocks are already off more than 50%, which only happened as part of the larger-than-historically-average bear markets of 2000-02 and 2008-09. The last eight times the S&P 500 was down in a calendar year, bonds finished the yea...

Inflation expectations have kept the Federal Reserve center stage as they commenced their interest rate rising cycle in March. The war in Ukraine and Omicron’s spread in China impacted inflation and supply chains differently, but both delay supply chain normalization. Regar...

Pick any barometer of costs these days, and the story is the same: Prices are up - and in a dramatic fashion. The first thing that jumps out is the dismal performance of most asset classes during periods of low growth and high inflation - otherwise known as stagflation. A solid fo...

iShares MSCI USA ESG Select ETF (SUSA) - $0.2920. 30-Day SEC Yield of 1.18% as of Feb. 28. Payable Mar 30; for shareholders of record Mar 25; ex-div Mar 24. For further details see: iShares MSCI USA ESG Select ETF declares quarterly distribution of $0.2920

Emerging Markets are outperforming the rest of the world, due in large part to windfall profits in the commodities-exporting countries of South America and the Middle East. If you want to follow the money, this is a good place to start. Money has been flowing out of tech, consumer dis...

Larger companies have the advantage of scale, pricing power, greater ability to pass on higher costs to consumers, and stronger negotiating power with suppliers to name a few. Net profit will be an area looked at closely given the potential for multiple Fed rate hikes which will incre...