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September 2026what changed

iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETF   · IE00B3VWM098 · CUSS · snapshots compared: 20 Aug31 August 2026
In brief: 44 holdings added and 20 removed from the basket · large-holding weights nearly unchanged · monthly return +2% · costs and key facts unchanged.

This page pictures the ETF’s basket, not the index: the fund replicates by optimisation, so additions and removals are the manager’s choices within the index, not the official review list.

Basket — holdings added (44)

HoldingWeight on entry
JAMES HARDIE INDUSTRIES PLC0.27%
IONQ0.23%
CARLISLE COMPANIES0.19%
TYLER TECHNOLOGIES0.19%
CNH INDUSTRIAL N.V.0.19%
COSTAR GROUP0.18%
AVERY DENNISON CORP0.16%
GAMING AND LEISURE PROPERTIES REIT0.16%
and 36 more0.16%

Basket — holdings removed (20)

HoldingWeight on exit
SANDISK3.42%
ATI INC0.61%
CARPENTER TECHNOLOGY0.51%
NVENT ELECTRIC PLC0.39%
ROIVANT SCIENCES LTD0.25%
AVISTA0.15%
ADI GLOBAL DISTRIBUTION0.03%
TWO HARBORS INVESTMENT0.03%
and 12 more0.02%

Holdings compared (excluding cash instruments): 1,502 → 1,526.

Holding weights

No change beyond ±0.25 points. The largest: US FOODS HOLDING, 0.65%0.54%.

Top 10 — before and after

Holding6 Aug31 Aug
MODERNA (enters top 10)0.73%
US FOODS HOLDING0.64%0.54%
DT MIDSTREAM0.52%0.52%
ROYAL GOLD (enters top 10)0.39%0.47%
ASSURANT INC0.48%0.46%
EAST WEST BANCORP0.41%0.40%
FEDERAL REALTY INVESTMENT TRUST RE0.40%0.40%
WATTS WATER TECHNOLOGIES CLASS A0.40%0.39%
ANTERO MIDSTREAM (enters top 10)0.36%0.38%
GUIDEWIRE SOFTWARE (enters top 10)0.36%
SANDISK (leaves the top 10)2.70%
ATI INC (leaves the top 10)0.65%
CARPENTER TECHNOLOGY (leaves the top 10)0.58%
NVENT ELECTRIC PLC (leaves the top 10)0.42%

Combined top-10 weight: 7.2% → 4.7%.

Sectors — where the weight moved

Information Technology
16.514.5
Industrials
19.017.6
Health Care
14.115.2
Materials
4.14.9
Energy
4.55.1

Bars scaled to the change: orange = up, grey = down. Basket percentages at the two snapshots.

Countries

Country6 Aug31 Aug
United States99.9%99.6%
Australia0.0%0.3%
Canada0.0%0.0%

The three countries that moved the most between the two snapshots.

Monthly return

+2% in USD (NAV 684.37698.39, 31 Jul31 Aug). Accumulating fund: no distributions.

Assets over the month

3.23.33 Aug31 Aug

3.2 mld $3.2 mld $ (issuer’s daily series).

Costs and key facts

TER0.43% — unchanged
Transaction costs (KID)0.03% — unchanged
Index, name, policyno change in the period
Issuer-declared basket snapshots, compared by Rebalix. Each section states its own dates: the basket comparison uses the issuer file dates; top 10 and breakdowns the dates of the two archived snapshots. Weight changes are shown above ±0.25 points (the archive records them from ±0.1). We record the past: nothing on this page is a recommendation.