SEI Tactical and Tax-Managed ETF Strategies (ESG Substitutes):
The ESG ETF substitutes are available for investors who wish to express their ESG convictions through
their investment decisions. These substitutes give investors an opportunity to stay true to their values
while striving to meet their financial goals and are offered in the both the Tax-Managed ETF and Tactical
ETF Strategies within the following asset classes:
› U.S. Large Cap
› U.S. Small Cap
› International Developed Markets
› Emerging Markets
› U.S. Fixed Income (Tactical ETF Strategies only)
Get the sustainable investing support you need.
Contact us today at seic.com/advisors or call 888-734-2679.
Providing Flexibility: Our Focus on ESG
U.S. Large Cap
› DSI - iShares MSCI KLD 400 Social ETF
› SPYX - SDPR® S&P® 500 Fossil Fuel
Reserves Free ETF
› CATH - S&P 500 Catholic Values ETF
› ESGU - iShares ESG MSCI USA ETF
› SHE - SPDR® SSGA Gender Diversity Index
ETF
U.S. Small Cap
› ESML - iShares ESG MSCI USA Small-Cap
ETF
International Developed
› ESGD - iShares ESG MSCI EAFE ETF
› EFAX - SPDR® MSCI EAFE Fossil Fuel
Reserves Free ETF
Emerging Markets
› ESGE - iShares ESG MSCI EM ETF
U.S. Aggregate Bond
› EAGG - iShares ESG Aware US
Aggregate Bond ETF
