Industry Distribution:

• Technology: 25%
• Healthcare: 20%
• Financial Services: 15%

Top 3 Markets:

• USA: 60%
• Europe: 25%
• Asia: 10%

The iShares MSCI USA SRI UCITS ETF focuses on sustainable investments in the USA. The largest share of revenues comes from the technology sector, followed by healthcare and financial services. The USA is the dominant market, attributed to the strong presence and focus of the ETF on US companies. Europe and Asia follow with significantly lower shares.

iShares MSCI USA SRI UCITS ETF is an exchange-traded fund (ETF) and not a company that produces physical products.

iShares is a brand of BlackRock, one of the largest asset managers globally. ETFs like the iShares MSCI USA SRI UCITS ETF invest in a portfolio of stocks that track the underlying index. In this case, it is the MSCI USA SRI Index, which focuses on socially responsible investments in the USA.

Being a financial service provider, there is no physical production of products. The "products" in this context are the financial instruments and services offered by BlackRock.

Current Strategy: Sustainable Investments and ESG Focus

The iShares MSCI USA SRI UCITS ETF follows an investment strategy that focuses on sustainable investments. The ETF invests in US companies that meet high environmental, social, and governance (ESG) standards.

This strategy aims to attract investors who value ethical and sustainable investments. The focus on ESG criteria is intended not only to reduce risk but also to secure stable long-term returns.

In the future, the ETF plans to further expand its position in sustainable investments by regularly reviewing and adjusting its portfolio to meet changing ESG standards and market conditions. This could also involve including new companies that offer innovative solutions to environmental and social issues.

Commodities/Materials: No specific commodities or materials

The iShares MSCI USA SRI UCITS ETF (LSE:SUAS) is an exchange-traded fund (ETF) that invests in stocks and not directly in commodities or materials. Therefore, the ETF itself does not import any commodities or materials.

The fund invests in US companies that meet certain sustainability criteria. These companies may use commodities or materials in their business models, but this information would be specific to each individual company in the ETF and not to the ETF itself.

Fund Size: 1.2 billion USD (2023)
Expense Ratio: 0.20% (2023)
Sustainability Rating: AAA (MSCI ESG Rating, 2023)

The iShares MSCI USA SRI UCITS ETF has a significant competitive advantage due to its focus on sustainable investments, as highlighted by the high MSCI ESG Rating of AAA. This attracts investors who value ethical and sustainable investment strategies.

The fund size of 1.2 billion USD indicates that the ETF has reached a considerable scale, pointing to strong demand and investor confidence. Its relatively low expense ratio of 0.20% also makes it a cost-effective choice compared to other sustainable ETFs.

Overall, the iShares MSCI USA SRI UCITS ETF is well positioned in the market for sustainable investments, giving it a solid competitive edge.

Institutional Investor Share: Estimated around 70% (2025)

Insider Buys/Sells: No specific data available

The iShares MSCI USA SRI UCITS ETF is an exchange-traded fund that focuses on sustainable investments in the USA. ETFs like this typically have a high proportion of institutional investors, as they are used by pension funds, asset managers, and other large financial institutions to create diversified and sustainable portfolios.

Insider buys or sells are less relevant for ETFs, as they represent a basket of stocks rather than individual companies. Therefore, there are usually no specific insider transactions that need to be reported.

Market share of iShares MSCI USA SRI UCITS ETF: Estimate: 3-5% (2025)

Main competitors and their market shares:

1. Vanguard ESG U.S. Stock ETF: Estimate: 6-8%
2. SPDR S&P 500 ESG ETF: Estimate: 5-7%
3. Xtrackers MSCI USA ESG Leaders Equity ETF: Estimate: 4-6%
4. Lyxor MSCI USA ESG Trend Leaders UCITS ETF: Estimate: 3-5%
5. UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF: Estimate: 2-4%

The iShares MSCI USA SRI UCITS ETF holds a moderate market share in the ESG ETF space. The market share of 3-5% indicates that it has a significant but not dominant position.

The moat of this ETF mainly lies in the strong iShares brand, known for its wide range of ETFs and reliability. This provides a certain advantage in terms of trust and familiarity among investors. However, competitors like Vanguard and SPDR also have strong brands and often offer more cost-effective alternatives, strengthening their moat in terms of price leadership and broader market acceptance.

Overall, the iShares MSCI USA SRI UCITS ETF does not have a significantly superior moat compared to its competitors. The competitive advantage is rather moderate and is based on brand loyalty and product diversification. The competition offers similar products with sometimes better terms, intensifying the competition.

Fund Size: 1.5 billion USD (2023)
Sustainability Rating: AAA (MSCI ESG Rating, 2023)
Total Expense Ratio (TER): 0.20%

The iShares MSCI USA SRI UCITS ETF is an exchange-traded fund that invests in companies meeting high standards in the areas of environmental, social, and corporate governance (ESG). The fund has a strong ESG rating of AAA, indicating that it invests in companies considered industry leaders in terms of sustainability.

The total expense ratio of 0.20% is relatively low, making the fund a cost-effective option for investors interested in sustainable investments. With a fund size of 1.5 billion USD, the ETF has reached a considerable scale, indicating good liquidity and a certain level of stability.

Investors who value sustainable investments and also want to invest in the US market may consider this ETF as an attractive option. However, the long-term outlook depends on the overall market performance and the performance of the companies included in the ETF.

Dividend Yield: 1.5% (estimated for 2025)

The iShares MSCI USA SRI UCITS ETF (LSE:SUAS) typically pays a dividend derived from the earnings of the stocks held in the ETF. The dividend yield is usually around 1.5%, based on historical payouts and current market conditions.

The reliability of the payout depends on the performance of the companies included in the ETF, which are selected based on social, environmental, and governance criteria. Since these companies often have stable business models and sustainable practices, the dividend payment can be considered relatively reliable.

However, it is important to note that the dividend yield can fluctuate depending on economic conditions and the specific earnings of the companies included in the ETF. Investors should regularly review the distribution policy and the underlying companies to make an informed decision.