iShares MSCI USA ESG fund to update index methodology and rename

Published 11/11/2025, 10:44
iShares MSCI USA ESG fund to update index methodology and rename

LONDON - iShares IV plc announced on Tuesday that its MSCI USA ESG Enhanced CTB UCITS ETF will undergo changes to its benchmark index methodology and fund name, effective November 25, 2025.

The fund’s benchmark index, currently named MSCI USA ESG Enhanced Focus CTB Index, will be renamed to MSCI USA ESG Enhanced CTB Index. Simultaneously, the fund itself will change from "iShares MSCI USA ESG Enhanced CTB UCITS ETF" to "iShares MSCI USA CTB Enhanced ESG UCITS ETF."

The index methodology updates include amendments to certain optimization constraints, including the removal of some index level targets. Additionally, the greenhouse gas intensity calculation methodology used to determine the minimum 7% year-on-year annual decarbonization trajectory target for the index will be modified.

The company also plans to adjust the index’s screening and intra-balance issuer removal methodology, with these changes expected to take effect around March 2, 2026.

A new version of the company’s prospectus will be published on the November effective date and the March effective date to reflect these changes, according to the press release statement.

The fund trades under various ISINs including IE00BHZPJ890, IE00BHZPJ908, IE000LZ4F7J0, and IE000U7L59A3.

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