SUSL
iShares ESG MSCI USA Leaders ETF·NASDAQ
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Key Stats
Assets Under Management
1.04BUSD
Fund Flows (1Y)
-105.57MUSD
Dividend Yield
0.98%
Discount/Premium to NAV
-0.00%
Shares Outstanding
8.50M
Expense Ratio
0.10%
About iShares ESG MSCI USA Leaders ETF
Issuer
BlackRock Fund Advisors
Brand
iShares
Inception Date
May 7, 2019
Structure
Open-Ended Fund
Index Tracked
MSCI USA Extended ESG Leaders Index
Management Style
Passive
Dividend Treatment
Distributes
Distribution Tax Treatment
Qualified dividends
Income Tax Type
Capital Gains
Max ST Capital Gains Rate
39.60%
Max LT Capital Gains Rate
20.00%
Primary Advisor
BlackRock Fund Advisors
Distributor
BlackRock Investments LLC
SUSL offers exposure to large- and mid-cap US firms with favorable ESG traits relative to their sectors. Its underlying index starts its selection with the MSCI USA Index (parent index), and it then removes firms involved with major business controversies as well as companies engaged in tobacco, alcohol, gambling, nuclear power and certain weapons. As the "extended" version of the MSCI ESG Leaders Index, the fund further excludes producers and major retailers of firearms. Firms passing this screen are assigned with an ESG score with adjustments for sector and cap weight. The fund removes firms with lower rankings. At triannual rebalance, the fund selects about half the available market cap in each sector, emphasizing higher ESG ratings and larger firms. Beyond the sector alignment, SUSL does not attempt to outdo the risk and return of the parent Index.
Classification
Asset Class
Equity
Category
Size and Style
Focus
Total Market
Niche
Broad-based
Strategy
ESG
Geography
U.S.
Weighting Scheme
Tiered
Selection Criteria
Principles-based
Returns
1-Month | 3-Month | YTD | 1-Year | 3-Year | 5-Year | |
|---|---|---|---|---|---|---|
Price Performance | -0.74% | +2.01% | +0.23% | +16.80% | +71.65% | +79.27% |
NAV Total Return | -2.82% | +0.99% | -1.70% | +15.02% | +73.84% | +86.01% |
Ratings
No data is currently available
Ainvest’s AI-powered ETF Scoring Algorithm, built to help retail investors make smarter, data-driven decisions. Leveraging deep learning, reinforcement learning, and large language models, the algorithm scores ETFs across five key dimensions: Fund Flow, Momentum, Safety, Fundamentals, and Performance. Each factor is weighted by its correlation to future returns, resulting in a single, actionable score. Backtested over five years with consistently strong predictive accuracy. Ainvest brings institutional-grade artificial intelligence to everyday investors—transforming complexity into clarity with every score.
Holdings Analysis
Sector
Technology
34.97%
Communication Services
13.66%
Financial Services
11.47%
Healthcare
10.62%
Consumer Cyclical
9.79%
Industrials
7.85%
Consumer Defensive
4.59%
Basic Materials
2.13%
Real Estate
2.07%
Technology
34.97%
Communication Services
13.66%
Financial Services
11.47%
Healthcare
10.62%
Consumer Cyclical
9.79%
Industrials
7.85%
Consumer Defensive
4.59%
Basic Materials
2.13%
Real Estate
2.07%
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Asset
Region
99.35%
0.35%
0.31%
Category
Ratio
North America
99.35%
Europe
0.35%
Latin America
0.31%
Investment Style
Mega
Large
Medium
Multi
Small
Value
Blend
Growth
Large-Cap Blend
Invests in large-cap companies with both growth and value characteristics. These ETFs offer diversified exposure to stable, well-established companies.
Top 10 Holdings
Symbol
Ratio
NVDA
Nvidia
13.52%
MSFT
Microsoft
9.34%
GOOGL
Alphabet A
6.19%
GOOG
Alphabet C
5.20%
TSLA
Tesla
3.67%
LLY
Eli Lilly
2.84%
JNJ
Johnson & Johnson
1.80%
V
Visa
1.79%
MA
Mastercard
1.51%
HD
The Home Depot
1.23%
Top 10 Weight 47.09%
268 Total Holdings
Is SPY better than SUSL?
Dividends
Dividend Payout History
Declaration Date | Record Date | Payment Date | Amount |
|---|---|---|---|
| 2025-12-16 | 2025-12-16 | 2025-12-19 | 0.355 |
| 2025-09-16 | 2025-09-16 | 2025-09-19 | 0.309 |
| 2025-06-16 | 2025-06-16 | 2025-06-20 | 0.263 |
| 2025-03-18 | 2025-03-18 | 2025-03-21 | 0.268 |
| 2024-12-17 | 2024-12-17 | 2024-12-20 | 0.331 |
| 2024-09-25 | 2024-09-25 | 2024-09-30 | 0.319 |
| 2024-06-11 | 2024-06-11 | 2024-06-17 | 0.216 |
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How Much Does SUSL Pay in Dividends?
Premium/Discount Chart
Assets Under Management
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Fund Flows
