Key stats
About ISHARES TRUST MSCI GBL SUSTAINABLE DEVELOPMENT GOAL
Expense ratio
0.49%
Home page
Inception date
Apr 20, 2016
SDG tracks an ESG-focused index composed of global companies that derive at least 50% of their revenues from products and services that further the United Nation's Sustainable Development Goals. Companies are explicitly deselected if more than 10% of sales are from alcohol, tobacco, or are involved in predatory lending. The index must contain at least 30 issuers, with an issuer cap of 4% and a sector cap of 20%. Constituent weight is based on the percent of income derived from the above-stated impact sales, scaled by trailing 12-month revenues and rebalanced annually. Given the fund's narrow construction and loose constraints, the fund could vary considerably from cap-weighted exposure and performance, and may not be comparable with broad-based indices. The fund can invest in both developed and emerging markets, with allowances for all market caps. SDG traded under the ticker MPCT until Oct. 24, 2018. There was no change to the fund's index or strategy.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Consumer Non-Durables
Health Technology
Electronic Technology
Finance
Consumer Durables
Stocks98.93%
Consumer Non-Durables17.94%
Health Technology16.56%
Electronic Technology14.86%
Finance12.88%
Consumer Durables10.30%
Producer Manufacturing9.84%
Transportation5.01%
Retail Trade2.51%
Utilities2.19%
Consumer Services2.05%
Process Industries1.74%
Non-Energy Minerals1.62%
Technology Services1.16%
Industrial Services0.30%
Bonds, Cash & Other1.07%
UNIT0.69%
Cash0.23%
Miscellaneous0.14%
Stock breakdown by region
Asia45.57%
North America27.83%
Europe23.59%
Latin America1.42%
Oceania1.17%
Middle East0.24%
Africa0.18%
Top 10 holdings
Dividends
Dividend payout history