iShares ESG Aware MSCI USA Small-Cap ETF

Shareclass
iShares ESG Aware MSCI USA Small-Cap ETF (ESML)
Type
Exchange-traded fund
Sustainability mandate
Military weapon grade: Fund is invested in military contractors above the threshold of 4%. Assigned a grade of F.
How we track weapon investments
F
$71.41 MILLION
Military weapons
34
military weapon stocks found
4.37%
of assets flagged
Data as of 28 Mar 2024
Military weapons
Military contractors
Military contractors
Largest international arms manufacturers and military contractors
34
holdings
$71.41M
invested
4.37%
of portfolio
Nuclear weapons
Nuclear weapons
Manufacturers/servicers of nuclear armaments and delivery systems
9
holdings
$22.91M
invested
1.4%
of portfolio
Controversial weapons
Controversial weapons
Manufacturers involved with cluster munitions, landmines, white phosphorus, depleted uranium
1
holdings
$1.51M
invested
0.09%
of portfolio
Military weapon companies
34 holdings
34 holdings
  • 1.  KBR Inc
    Nuclear weapons
    $6.94M
    0.43%
  • 2.  Oshkosh Corp
    $5.77M
    0.35%
  • 3.  BWX Technologies Inc
    Nuclear weapons
    $4.77M
    0.29%
  • 4.  ITT Inc
    $4.45M
    0.27%
  • 5.  Allison Transmission Holdings Inc
    $3.5M
    0.21%
See all
  For each weapons category, we show the fund's exposure. When calculating a portfolio's percent exposure to a list of companies, we only consider long investments, ignoring any shorts or liabilities.
Civilian firearm manufacturers and retailers

We also track investments in civilian firearm manufacturers and retailers raking in billions in handgun, assault rifle, and ammunition sales. Gun Free Funds is made for people looking to align their investments with their values by moving money out of companies that make and sell guns.

iShares ESG Aware MSCI USA Small-Cap ETF earns an F grade for investments in military weapons
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Financial performance
Performance data provided byMorningstarFind more financial data on ESML at Morningstar.com
Current fund
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
Family
BlackRock/iShares
Category
Small Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 5-yr returns 
-4.78% less in annualized returns
More invested in military weapons 
1.25% more invested
More invested in major military contractors 
1.25% more invested
Less invested in manufacturers/servicers of nuclear weapons 
0.99% less invested
Less invested in manufacturers of controversial weapons 
0.97% less invested
Current fund
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
Family
BlackRock/iShares
Category
Small Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 5-yr returns 
-4.78% less in annualized returns
More invested in military weapons 
1.25% more invested
More invested in major military contractors 
1.25% more invested
Less invested in manufacturers/servicers of nuclear weapons 
0.99% less invested
Less invested in manufacturers of controversial weapons 
0.97% less invested
Current fund
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
Family
BlackRock/iShares
Category
Small Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 5-yr returns 
-4.78% less in annualized returns
More invested in military weapons 
1.25% more invested
More invested in major military contractors 
1.25% more invested
Less invested in manufacturers/servicers of nuclear weapons 
0.99% less invested
Less invested in manufacturers of controversial weapons 
0.97% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Military weapon weight
This fund
ESML - iShares ESG Aware MSCI USA Small-Cap ETF
20%
2.85%
10%
/
4.37% 
Benchmark
IVV - iShares Core S&P 500 ETF
30%
11%
15%
13%
3.12% 
Fund compared to benchmark
 
-9.87%
-8.61%
-4.78%
/
1.25%  higher
Find more financial data on ESML at Morningstar.com
What's next?
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Get started with our action toolkit
Action toolkit
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