(SASU) iShares MSCI USA ESG - Ratings and Ratios

The iShares MSCI USA ESG Screened UCITS ETF (Ticker: SASU) is a Swiss-domiciled exchange-traded fund designed to provide exposure to large- and mid-cap U.S. equities while incorporating environmental, social, and governance (ESG) criteria. Managed by BlackRock, one of the worlds largest asset managers, this ETF is part of the iShares family of funds, known for their transparency and cost-efficiency.

The fund tracks the Morningstar US Large-Mid NR USD Index, which screens for companies with strong ESG profiles. This means the ETF excludes firms involved in controversial weapons, tobacco, and fossil fuels, among other industries deemed non-compliant with ESG standards. As of the latest data, the fund has amassed over $10.86 billion in assets under management (AUM), indicating its popularity among investors seeking ESG-aligned U.S. equity exposure.

From a portfolio perspective, the ETF focuses on large-cap U.S. companies, with a tilt toward sectors like technology, healthcare, and consumer discretionary. Its ESG screening process ensures that the underlying holdings meet specific sustainability criteria, making it a preferred choice for investors who prioritize both financial returns and ethical considerations. While the fund does not explicitly provide P/E or P/B ratios, these metrics can be derived from the underlying index for investors seeking deeper insights into valuation.

For fund managers and institutional investors, this ETF offers a liquid and diversified way to gain exposure to the U.S. large-cap market with an ESG overlay. Its UCITS compliance ensures it meets the regulatory standards for investment funds in Europe, making it accessible to a broad range of investors. The funds expense ratio and tracking error are critical metrics to evaluate for those considering it as part of a broader portfolio.