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Socially responsible investing

Clients can choose to add socially responsible ETFs to their portfolios. Currently, we offer the following socially responsible ETFs: 

Ticker symbol

Fund name

Asset class

ESGU

iShares ESG Aware MSCI USA ETF

US stocks

ESGD

iShares ESG Aware MSCI EAFE ETF

Foreign market stocks

ESGE

iShares ESG Aware MSCI EM ETF

Emerging market stocks

ICLN

iShares Global Clean Energy ETF

Global stocks

EAGG

iShares ESG Aware US Aggregate Bond ETF

US bonds

Only ESGU is currently eligible for Tax-Loss Harvesting, because our research team determined there were no suitable SRI alternates for the others. You can learn more about how to add socially responsible ETFs to your portfolio here.

We also support socially responsible investing through US Direct Indexing (formerly known as Stock-level Tax-Loss Harvesting).  If you currently qualify for US Direct Indexing, you can tell us which individual companies you do not wish to invest in using the restrictions list in your settings. You can learn more about updating your restrictions list here.

Keep in mind that removing securities held in the US Direct Indexing portfolio impacts the expected return and risk of your portfolio, and may cause its performance to deviate from that of the portfolio we initially recommended to you based on your Risk Score.

 

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