iShares V Publishes Shareholder Letter on ETF Benchmark Changes

• iShares MSCI USA Climate Transition Aware UCITS ETF faces benchmark methodology changes on or around November 30, 2026.
• MSCI will add Norges Bank Investment Management exclusions, broaden fast-exit criteria and replace country and sector caps with optimization.
• At least 20% of parent-index constituents must be excluded; the existing 75% parent-index weight ceiling remains.
• The Fund will bear estimated additional portfolio realignment costs of 1.8 basis points as part of the index rebalance.
• The changes will not materially affect investment management or the Fund’s risk profile; its SFDR Article 8 classification remains unchanged.

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