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SUSA

iShares ESG Optimized MSCI USA ETF
1W: -0.4% 1M: +3.5% 3M: +6.0% YTD: +6.5% 1Y: +21.4% 3Y: +76.2% 5Y: +76.2%
$148.80
-0.99 (-0.66%)
 
Weekly Expected Move ±1.7%
$145 $147 $150 $152 $155
ETF AMEX · AUM $3.8B
Key Statistics
AUM$3.8B
Holdings169
Top 10 Wt35.1%
Volume28,380
Avg Volume44,659
Beta1.05
Portfolio Fundamentals
P/E38.9
P/B18.8
Div Yield1.11%
ROE54.0%
% Profitable89%
Inception2005-01-28
Sector Allocation
Technology 41.1%
Financial Services 11.2%
Industrials 10.0%
Healthcare 8.5%
Communication Services 8.5%
Consumer Cyclical 6.5%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 NVIDIA CORP NVDA 8.74% $341.7M 1,516,413
2 APPLE INC AAPL 5.78% $226.1M 752,981
3 MICROSOFT CORP MSFT 4.40% $172.0M 407,767
4 ALPHABET INC CLASS C GOOG 3.86% $151.0M 383,997
5 BROADCOM INC AVGO 3.05% $119.5M 280,984
6 ALPHABET INC CLASS A GOOGL 3.03% $118.5M 298,618
7 TESLA INC TSLA 1.77% $69.0M 163,498
8 APPLIED MATERIAL INC AMAT 1.63% $63.7M 145,877
9 HARTFORD INSURANCE GROUP INC HIG 1.47% $57.6M 429,795
10 MORGAN STANLEY MS 1.36% $53.3M 277,061

Recent Holding Changes

Date Holding Change Details
2026-05-18 TRGP Changed 94358 → 94507
2026-05-18 CNHI.MI Changed 784642 → 788283
2026-05-18 ZTS Changed 176002 → 176529
2026-05-18 TXN Changed 78796 → 78934
2026-05-18 NEM Changed 98573 → 98903

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms