SUSA - ETF AI Analysis

Top Page

Ishares Msci Usa Esg Select Etf (SUSA)

Rating:74Outperform

Price Target:―

The ETF SUSA benefits from strong contributions by top holdings like Microsoft and Alphabet, which are supported by robust financial performance, strategic investments in AI and cloud services, and positive earnings call sentiment. However, the overall rating is slightly tempered by weaker holdings such as Home Depot, which faces bearish technical indicators and high leverage, and Eli Lilly, which has cash flow challenges and valuation concerns. The fund's concentration in technology-related stocks could pose a risk if the sector experiences volatility.

Positive Factors

Strong Top Holdings

Several key positions, like Nvidia, Microsoft, and Broadcom, have delivered strong year-to-date performance, driving the ETF's returns.

Sector Diversification

The ETF is spread across multiple sectors, with significant exposure to technology, financials, and healthcare, reducing reliance on any single industry.

Low Expense Ratio

The fund's expense ratio is relatively low, making it a cost-effective choice for investors.

Negative Factors

High Technology Concentration

Nearly 40% of the fund is allocated to technology, which increases vulnerability to sector-specific downturns.

Limited Geographic Exposure

The ETF is heavily focused on U.S. companies, offering minimal diversification across international markets.

Underperforming Holding

Home Depot, one of the top holdings, has shown weak year-to-date performance, slightly dragging on overall returns.

SUSA vs. SPDR S&P 500 ETF (SPY)

AUM3.79B

RegionNorth America

Expense Ratio0.25%

Beta0.98

IssueriShares

Inception DateJan 24, 2005

Dividend Yield0.88%

Asset ClassEquity

Index TrackedMSCI USA Extended ESG Select Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume85,799

30 Day Avg. Volume78,943

Financial Highlights & Ratios

PEG RatioN/A

Price to Book (P/B)N/A

Price to Sales (P/S)N/A

P/FCF RatioN/A

Enterprise Value/Market CapN/A

Enterprise Value/RevenueN/A

Enterprise Value/Gross ProfitN/A

Enterprise Value/EbitdaN/A

Forecast

1Y Price Target

164.40

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering174

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

SUSA Summary

The iShares MSCI USA ESG Select ETF (SUSA) is an investment fund that focuses on U.S. companies with strong environmental, social, and governance (ESG) practices. It includes well-known companies like Microsoft and Nvidia, along with others across industries such as technology, healthcare, and finance. This ETF is ideal for investors who want to support sustainable and ethical businesses while gaining exposure to a broad range of U.S. stocks. However, since it heavily invests in tech companies, its performance can be impacted by fluctuations in the technology sector.

How much will it cost me?The expense ratio for the iShares MSCI USA ESG Select ETF (SUSA) is 0.25%, which means you’ll pay $2.50 per year for every $1,000 invested. This is slightly higher than the average for passively managed ETFs because it focuses on companies with strong ESG practices, which requires more specialized research and selection.

What would affect this ETF?SUSA's strong focus on technology and ESG principles positions it to benefit from growing demand for sustainable investing and innovation in tech. However, its heavy reliance on the U.S. market and concentration in a few sectors, like technology, could make it vulnerable to regulatory changes, economic slowdowns, or sector-specific challenges. Broader market trends, such as interest rate fluctuations or shifts in ESG policies, may also impact its performance.

SUSA Top 10 Holdings

SUSA leans heavily into the technology sector, with names like Nvidia and Apple driving much of the fund’s performance. Nvidia’s focus on AI and data centers has kept it rising steadily, while Apple’s strong profitability and expansion into services provide a solid foundation despite signs of slowing momentum. Microsoft’s mixed signals and Alphabet’s bullish growth in AI and cloud services further highlight the fund’s tech-heavy tilt. However, lagging stocks like Home Depot and valuation concerns across some holdings may act as speed bumps. Overall, SUSA’s U.S.-focused portfolio is riding the tech wave but faces challenges in other sectors.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
NVDA	Nvidia	7.00%	$264.08M	$4.45T	34.42%	76 Outperform
AAPL	Apple	5.16%	$194.74M	$3.84T	9.29%	79 Outperform
MSFT	Microsoft	4.46%	$168.27M	$3.41T	7.76%	79 Outperform
GOOGL	Alphabet Class A	3.14%	$118.53M	$4.06T	71.74%	85 Outperform
AVGO	Broadcom	2.58%	$97.38M	$1.61T	49.07%	76 Outperform
GOOG	Alphabet Class C	2.22%	$83.86M	$4.06T	70.73%	82 Outperform
TSLA	Tesla	2.09%	$79.02M	$1.46T	2.56%	73 Outperform
LLY	Eli Lilly & Co	1.65%	$62.43M	$1.01T	43.73%	72 Outperform
AMAT	Applied Materials	1.38%	$52.00M	$239.38B	69.24%	77 Outperform
MS	Morgan Stanley	1.35%	$50.81M	$287.32B	38.48%	76 Outperform

SUSA Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

139.05

Positive

100DMA

136.72

Positive

200DMA

128.93

Positive

Market Momentum

MACD

0.81

Negative

RSI

56.41

Neutral

STOCH

85.40

Negative

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SUSA, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 140.49, equal to the 50-day MA of 139.05, and equal to the 200-day MA of 128.93, indicating a bullish trend. The MACD of 0.81 indicates Negative momentum. The RSI at 56.41 is Neutral, neither overbought nor oversold. The STOCH value of 85.40 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SUSA.

SUSA Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
SUSA	―	―	$3.79B	0.25%	―
AKRE	―	―	$9.66B	0.98%	―
ONEQ	―	―	$9.50B	0.21%	―
CGUS	―	―	$8.66B	0.33%	―
BBUS	―	―	$6.94B	0.02%	―
DSI	―	―	$5.20B	0.25%	―

Performance Comparison

SUSA

Ishares Msci Usa Esg Select Etf

141.41

19.23

15.74%

AKRE

Akre Focus ETF

―

ONEQ

Fidelity Nasdaq Composite Index ETF

―

CGUS

Capital Group Core Equity ETF

―

BBUS

JP Morgan Betabuilders U.S. Equity ETF

―

DSI

iShares MSCI KLD 400 Social ETF

―

Glossary

BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―

Table of Contents