iShares MSCI USA SRI Fund

The iShares MSCI USA SRI Fund is an exchange-traded fund designed to offer investors exposure to a diversified portfolio of large and mid-cap U.S. companies that meet strict social responsibility criteria. The fund aims to track the performance of the MSCI USA SRI Select Reduced Fossil Fuel Index, which screens constituents based on environmental, social, and governance (ESG) factors, as well as the exclusion of companies involved in industries such as tobacco, alcohol, gambling, and fossil fuels. Its primary function is to achieve a return through a blend of capital growth and income, reflecting the performance of ESG-leading businesses within the broader U.S. equity market. The fund features holdings concentrated in sectors like technology, communication services, and consumer discretionary, with prominent companies such as Microsoft, NVIDIA, and Tesla among its top positions. By focusing on sustainability criteria and reduced fossil fuel exposure, this fund serves investors seeking to align their portfolios with responsible investment practices while maintaining broad exposure to the U.S. market.