iShares ESG MSCI USA Leaders ETFSUSL
SUSL
0
Funds holding %
of 6,823 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
171% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 7
33% more funds holding in top 10
Funds holding in top 10: 3 [Q2] → 4 (+1) [Q3]
11% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 47
8% more funds holding
Funds holding: 144 [Q2] → 155 (+11) [Q3]
8% more capital invested
Capital invested by funds: $889M [Q2] → $956M (+$66.8M) [Q3]
0.95% less ownership
Funds ownership: 85.81% [Q2] → 84.86% (-0.95%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for SUSL.
Financial journalist opinion
Neutral
Seeking Alpha
4 months ago
SUSL: Better ESG Investing Than Other Competitors
iShares ESG MSCI USA Leaders ETF focuses on ESG investing, matching portfolios with environmental, social, and governance values through large and mid-cap US stocks. The SUSL fund screens companies based on strict ESG ratings, excluding those involved in questionable activities or showing poor ESG performance. SUSL outperforms peer funds, but investors should be aware of possible drawbacks and variations in ESG standards among rating agencies.
Negative
Zacks Investment Research
11 months ago
US Sustainable ETFs Face Record Outflows in 2023: Here's Why
While 2023 proved to be a challenging year for US sustainable funds including ETFs, the underlying principles of ESG investing remain relevant and are increasingly being incorporated into mainstream investment strategies.
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