FEATURED ISHARES ETFS
Models & SMAs
Models & SMAs
PORTFOLIO CONSTRUCTION
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This information must be preceded or accompanied by a current prospectus. For standardized performance, please see the Performance section above.
To be included in MSCI ESG Fund Ratings, 65% of the fund’s gross weight must come from securities with ESG coverage by MSCI ESG Research (certain cash positions and other asset types deemed not relevant for ESG analysis by MSCI are removed prior to calculating a fund’s gross weight; the absolute values of short positions are included but treated as uncovered), the fund’s holdings date must be less than one year old, and the fund must have at least ten securities. For newly launched funds, Sustainability Characteristics are typically available 6 months after launch. MSCI Ratings are currently unavailable for this fund.
Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund may be exposed through its investments.
Business Involvement metrics are not indicative of a fund’s investment objective, and, unless otherwise stated in fund documentation and included within a fund’s investment objective, do not change a fund’s investment objective or constrain the fund’s investable universe. For more information regarding a fund's investment strategy, please see the fund's prospectus.
Review the MSCI methodology behind the Business Involvement metrics, using links below.
Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each company’s specific business involvement. BlackRock leverages this data to provide a summed up view across holdings and translates it to a fund's market value exposure to the listed Business Involvement areas above.
Business Involvement metrics are designed only to identify companies where MSCI has conducted research and identified as having involvement in the covered activity. As a result, it is possible there is additional involvement in these covered activities where MSCI does not have coverage. This information should not be used to produce comprehensive lists of companies without involvement. Business Involvement metrics are only displayed if at least 1% of the fund’s gross weight includes securities covered by MSCI ESG Research.
ESG integration is the practice of incorporating material environmental, social and governance (ESG) information or insights alongside traditional measures into the investment decision process to improve long term financial outcomes of portfolios. Unless otherwise stated in Fund documentation or included within the Fund’s investment objective, inclusion of this statement does not imply that the Fund has an ESG-aligned investment objective, but rather describes how ESG information is considered as part of the overall investment process.
The Fund manager includes ESG considerations in the investment research, portfolio construction, and investment monitoring phases of the investment process. The Fund manager maintains internal ESG scorecards for new primary issuers under consideration for investment and existing issuers of publicly traded securities. These scorecards analyze and track internal and external research views across a range of environmental, social, and governance factors sourced from primary and third party ESG information and research. Portfolio management teams consider the sector and issuer ESG views and scores when selecting individual investments during portfolio construction. ESG factors are debated and considered in investment decisions. The Fund manager also considers ESG criteria during post-investment monitoring and conducts regular portfolio risk reviews with the Risk and Quantitative Analysis group. These reviews include discussion of the portfolio’s exposure to material ESG risks.
Name | Weight (%) |
---|---|
TRANSDIGM INC | 1.98 |
ALLIANT HOLDINGS INTERMEDIATE LLC | 1.34 |
CCO HOLDINGS LLC | 1.33 |
ASCENT RESOURCES UTICA HOLDINGS LLC | 1.17 |
CLARIOS GLOBAL LP | 1.11 |
Name | Weight (%) |
---|---|
UBER TECHNOLOGIES INC | 0.99 |
ORACLE CORPORATION | 0.97 |
ISHARES IBOXX DOLLAR HIGH YIELD CORPORATE BOND FUND | 0.92 |
ALLIED UNIVERSAL HOLDCO LLC | 0.89 |
VENTURE GLOBAL CALCASIEU PASS LLC | 0.87 |
% Market Value
James E. Keenan, CFA, Managing Director, is Chief Investment Officer and Global Head of Credit within BlackRock Alternative Investors (BAI).
David Delbos, Managing Director, is the Co-Head of U.S. High Yield within BlackRock's Global Credit team.