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About ISHARES ESG AWARE MSCI USA INDX ETF UNITS
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Inception date
Mar 18, 2019
Structure
Canadian Mutual Fund Trust (ON)
The fund invests in large- and mid-cap companies with strong ESG traits, while maintaining an overall market-like portfolio. Companies in the broad MSCI USA Index are rated on risk factors related to environmental (carbon emissions, water use, toxic waste), social (labor management, health and safety, sourcing), and governance issues (corruption, fraud, anti-competitive practices). Portfolio optimization software is used to maximize the funds stake in highly-rated companies while staying true to a market-like exposure. Additionally, the fund completely excludes tobacco companies, producers of certain weapons (landmines and bioweapons), and companies experiencing severe business controversies. The index is rebalanced quarterly.
Classification
What's in the fund
Exposure type
Technology Services
Electronic Technology
Finance
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.