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The iShares MSCI USA ESG Select ETF (NYSE: SUSA) is an exchange-traded fund that aims to provide exposure to large and mid-sized U.S. companies that exhibit strong environmental, social, and governance (ESG) characteristics. Launched in 2016, SUSA is designed for investors seeking to align their portfolios with sustainability principles while still benefiting from the potential growth of U.S. equities.
SUSA tracks the MSCI USA ESG Select Index, which applies ESG criteria to identify companies with positive ESG ratings among the broader universe of U.S. stocks. The fund emphasizes companies that are committed to sustainable business practices, which can potentially mitigate risks associated with harmful social or environmental practices. This approach reflects a growing trend among investors who prioritize responsible investing as part of their investment strategy.
The ETF holds a diversified portfolio across various sectors, including technology, healthcare, consumer discretionary, and more. Top holdings typically include prominent corporations known for their ESG efforts, such as Microsoft, Apple, and Tesla, reflecting the fund's commitment to both performance and ethical standards.
SUSA offers a competitive expense ratio, making it a cost-effective option for investors looking to integrate ESG criteria into their investment strategies. The fund also provides a reasonable dividend yield, making it appealing not only for growth-oriented investors but also for those interested in income generation.
In an era where conscious investing is becoming increasingly important, SUSA serves as a compelling choice for individuals and institutions looking to enhance their portfolios with a socially responsible lens, while still targeting capital appreciation in the dynamic U.S. equity market. Overall, the iShares MSCI USA ESG Select ETF represents a thoughtful option for investors focused on sustainability without sacrificing financial returns.
**Market Analysis: iShares MSCI USA ESG Select ETF (SUSA)**
As we progress into the fourth quarter of 2023, the iShares MSCI USA ESG Select ETF (NYSE: SUSA) presents an intriguing investment opportunity for market participants keen on environmental, social, and governance (ESG) principles. SUSA seeks to track the investment results of the MSCI USA ESG Select Index, which comprises U.S. companies that have high ESG performance relative to their sector peers.
One of the key advantages of SUSA is its focus on companies that not only prioritize financial performance but also mitigate risks related to ESG factors. As investors increasingly recognize that sustainable practices can lead to long-term profitability, SUSA positions itself as a potential leader in this niche. The growing emphasis on corporate responsibility, alongside tightening regulations on emissions and sustainability reporting, suggests that companies in this ETF may be better equipped to navigate future challenges.
From a performance standpoint, SUSA has displayed resilience amid fluctuating market conditions. Its exposure to sectors such as technology, healthcare, and consumer discretionary aligns well with projected growth trends, particularly as innovation and sustainability take center stage in economic recovery. Additionally, many companies within SUSA have demonstrated robust profitability metrics, providing a solid foundation for future capital appreciation.
However, investors should remain vigilant regarding potential headwinds. The macroeconomic environment, including rising interest rates and inflationary pressures, could impact growth stocks more significantly than value-oriented investments. Furthermore, the evolving ESG landscape means that companies must consistently meet high standards, and any misalignment could result in reputational and financial risks.
In conclusion, for investors looking to balance ethical investing with potential returns, SUSA offers exposure to high-performing U.S. companies committed to ESG principles. Nonetheless, diversification and ongoing analysis remain crucial as market dynamics evolve.
**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.
The investment seeks to track the investment results of the MSCI USA Extended ESG Select Index composed of U. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index is an optimized index designed to maximize exposure to favorable environmental, social and governance (ESG) characteristics, while exhibiting risk and return characteristics similar to the MSCI USA Index.
| Last: | $139.70 |
|---|---|
| Change Percent: | 0.04% |
| Open: | $139.07 |
| Close: | $139.64 |
| High: | $139.96 |
| Low: | $139.07 |
| Volume: | 20,964 |
| Last Trade Date Time: | 02/27/2026 01:07:43 pm |
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**MWN-AI FAQ is based on asking OpenAI questions about iShares MSCI USA ESG Select (NYSE: SUSA).
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