Ishares Esg Usd Etf Profile
| SUSC Etf | USD 22.98 0.01 0.04% |
Performance0 of 100
| Odds Of DistressLess than 9
|
IShares ESG is trading at 22.98 as of the 21st of November 2024, a 0.04 percent decrease since the beginning of the trading day. The etf's open price was 22.99. IShares ESG has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for iShares ESG USD are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of December 2022 and ending today, the 21st of November 2024. Click here to learn more.
The fund generally will invest at least 90 percent of its assets in the component securities of the index and may invest up to 10 percent of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the index, but which BFA believes will help it track the index. More on iShares ESG USD
Moving together with IShares Etf
| 1.0 | LQD | iShares iBoxx Investment | PairCorr |
| 1.0 | IGIB | iShares 5 10 Sell-off Trend | PairCorr |
| 1.0 | USIG | iShares Broad USD | PairCorr |
| 0.97 | SPIB | SPDR Barclays Interm Sell-off Trend | PairCorr |
| 1.0 | QLTA | iShares Aaa | PairCorr |
Moving against IShares Etf
IShares Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Corporate ETFs, Investment Grade ETFs, Corporate Bond, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2017-07-11 |
| Benchmark | Bloomberg MSCI US Corporate ESG Focus Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 1.13 Billion |
| Average Trading Valume | 278,474.7 |
| Asset Type | Fixed Income |
| Category | Corporate |
| Focus | Investment Grade |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | State Street Bank and Trust Company |
| Advisor | BlackRock Fund Advisors |
| Custodian | State Street Bank and Trust Company |
| Distributor | BlackRock Investments, LLC |
| Portfolio Manager | James Mauro, Scott Radell |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 28-Feb |
| Exchange | NASDAQ |
| Number of Constituents | 4,154 |
| Market Maker | Jane Street |
| Total Expense | 0.18 |
| Management Fee | 0.18 |
| Country Name | USA |
| Returns Y T D | 2.54 |
| Name | iShares ESG USD Corporate Bond ETF |
| Currency Code | USD |
| Open Figi | BBG00H4BH2Q2 |
| In Threey Volatility | 9.64 |
| 1y Volatility | 8.8 |
| 200 Day M A | 23.0197 |
| 50 Day M A | 23.4296 |
| Code | SUSC |
| Updated At | 20th of November 2024 |
| Currency Name | US Dollar |
iShares ESG USD [SUSC] is traded in USA and was established 2017-07-11. The fund is listed under Corporate Bond category and is part of iShares family. The entity is thematically classified as Corporate ETFs. iShares ESG USD at this time have 936.92 M in assets. , while the total return for the last 3 years was -2.2%.
Check IShares ESG Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares ESG USD Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
IShares ESG Top Holders
| MMREX | Mainstay Esg Multi Asset | Mutual Fund | Allocation--50% to 70% Equity | |
| MMCEX | Mainstay Esg Multi Asset | Mutual Fund | Allocation--50% to 70% Equity | |
| MMAEX | Mainstay Esg Multi Asset | Mutual Fund | Allocation--50% to 70% Equity | |
| MMPEX | Mainstay Esg Multi Asset | Mutual Fund | Allocation--50% to 70% Equity |
iShares ESG USD Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares ESG. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | (0.05) | |||
| Jensen Alpha | (0.03) | |||
| Total Risk Alpha | (0.07) | |||
| Treynor Ratio | 1.06 |
IShares ESG Against Markets
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in iShares ESG USD. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in state. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
The market value of iShares ESG USD is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares ESG's value that differs from its market value or its book value, called intrinsic value, which is IShares ESG's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares ESG's market value can be influenced by many factors that don't directly affect IShares ESG's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares ESG's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares ESG is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares ESG's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.