(SUSA) iShares MSCI USA ESG Select - Ratings and Ratios

The iShares MSCI USA ESG Select ETF (SUSA) is an exchange-traded fund that tracks an optimized index designed to maximize exposure to companies with strong environmental, social, and governance (ESG) characteristics while maintaining risk and return profiles similar to the broader US market, as represented by the MSCI USA Index.

By investing at least 90% of its assets in the component securities of the underlying index, SUSA provides investors with a diversified portfolio of large-cap US stocks that have been screened for their ESG credentials. The remaining 10% can be allocated to derivatives such as futures, options, and swap contracts, as well as cash and cash equivalents, allowing the fund to fine-tune its exposure and manage risk.

From a technical analysis perspective, SUSA has been trending upwards, with its short-term and long-term moving averages (SMA20: $122.56, SMA50: $116.27, SMA200: $119.59) indicating a potential bullish outlook. The Average True Range (ATR: 1.46 = 1.18%) suggests moderate volatility, while the 52-week high and low ($126.36 and $101.97, respectively) indicate a relatively stable price range. Based on these technical indicators, we can forecast that SUSA may continue to rise in the near term, potentially reaching $130.00, driven by its upward momentum and the overall trend in the US stock market.

Fundamentally, SUSAs Assets Under Management (AUM: $3450.22M USD) indicate a significant investor base, which can contribute to liquidity and stability. As a Large Blend ETF, SUSA is well-positioned to benefit from the long-term growth of the US stock market, while its ESG focus may attract investors seeking to align their investments with their values. By combining the funds technical and fundamental characteristics, we can forecast that SUSA may outperform its benchmark in the long term, driven by the growing demand for ESG-compliant investments and the funds diversified portfolio.

Our analysis suggests that SUSA is a viable option for investors seeking to balance financial returns with ESG considerations. With its optimized index and diversified portfolio, SUSA is well-positioned to navigate the complexities of the US stock market while minimizing risk. As the demand for ESG-focused investments continues to grow, SUSA is likely to remain a popular choice among investors.