EX-10.222 67 msci-ex10222_206.htm EX-10.222 msci-ex10222_206.htm

Exhibit 10.222

AMD_00269258.0

 

THIS AMENDMENT (this “Amendment”) dated as of February 3, 2020 (the “Amendment Effective Date”) is made to the Schedules (as defined below) by and between MSCI Inc. (“MSCI”) and BlackRock Fund Advisors (“Licensee”).  Capitalized terms used but not defined herein shall have the meanings ascribed to them in each applicable Schedule, as the case may be.

WHEREAS, MSCI and Licensee entered into (i) the Index License Agreement for Funds (internal MSCI reference number: IXF_00040) dated as of March 18, 2000 (the “Agreement”) and (ii) the Schedules or Amendments identified in Attachment 1 hereto (each, a “Schedule” and, collectively, the “Schedules”).

NOW, THEREFORE, in consideration of the mutual covenants set forth herein, each of MSCI and Licensee hereby agree to amend the Schedules as follows:

1.

Commencing on the Amendment Effective Date, each of the Schedules is hereby amended so that the “original Fund Name” set forth in Attachment 1 hereto shall be deleted and replaced with the “revised Fund Name” set forth in Attachment 1 hereto.

2.

This Amendment amends and operates in conjunction with each applicable Schedule.  This Amendment, each applicable Schedule and the Agreement constitute the complete and exclusive statement of the agreement between the parties with respect to the subject matter hereof and supersede in full all prior proposals and understandings, oral or written, relating to such subject matter.  To the extent that the terms of this Amendment conflict with the terms of any applicable Schedule or the Agreement, the terms of this Amendment shall control.

3.

This Amendment shall be governed by, and construed in accordance with, the laws of the State of New York without regard to its conflict or choice of laws principles.

4.

This Amendment may be executed in counterparts, which taken together, shall constitute one Amendment and each party hereto may execute this Amendment by signing such counterpart; provided that no party shall be bound hereby until the Amendment has been executed and delivered by all parties hereto.  A facsimile or PDF signature of either party to this Amendment shall be deemed an original signature of such party and shall manifest such party’s intention to be bound by this Amendment.

IN WITNESS WHEREOF, the parties have caused this Amendment to be executed as of the Amendment Effective Date set forth above.

 

MSCI Inc.

 

BlackRock Fund Advisors

 

 

 

 

 

 

 

By

 

/s/ Joke Jacinto

 

By

 

/s/ Ruth Weiss

 

 

 

 

 

 

 

Name

 

Joke Jacinto

 

Name

 

Ruth Weiss

 

 

 

 

 

 

 

Title

 

Executive Director

 

Title

 

Managing Director

 


1


 

Attachment 1

 

Ticker

Schedule

Original Fund Name

Revised Fund Name

internal MSCI reference #

Date of Schedule

MTUM

AMD_00191087.0

4‑May‑16

iShares Edge MSCI USA

Momentum Factor ETF

iShares MSCI USA

Momentum Factor ETF

(previous AMD_00090437.0)

QUAL

AMD_00191087.0

4‑May‑16

iShares Edge MSCI USA

Quality Factor ETF

iShares MSCI USA Quality

Factor ETF

(previous AMD_00090437.0)

VLUE

AMD_00191087.0

4‑May‑16

iShares Edge MSCI USA

Value Factor ETF

iShares MSCI USA Value

Factor ETF

(previous AMD_00090437.0)

SIZE

AMD_00226209.0

10‑Sep‑18

iShares Edge MSCI USA

Size Factor ETF

iShares MSCI USA Size

Factor ETF

(previous AMD_00191087.0,

AMD_00090437.0)

IMTM

AMD_00191087.0

4‑May‑16

iShares Edge MSCI Intl

Momentum Factor ETF

iShares MSCI Intl

Momentum Factor ETF

(previous AMD_00136364.0)

ISZE

AMD_00249050.0

10‑Sep‑18

iShares Edge MSCI Intl

Size Factor ETF

iShares MSCI Intl Size

Factor ETF

(previous AMD_00226208.0,

AMD_00191087.0,

AMD_00163614.0)

IVLU

AMD_00191087.0

4‑May‑16

iShares Edge MSCI Intl Value Factor ETF

iShares MSCI Intl Value

Factor ETF

(previous AMD_00163614.0)

IQLT

AMD_00191087.0

4‑May‑16

iShares Edge MSCI Intl

Quality Factor ETF

iShares MSCI Intl Quality

Factor ETF

(previous AMD_00136364.0)

EUMV

AMD_00191087.0

4‑May‑16

iShares Edge MSCI Min

Vol Europe ETF

iShares MSCI Europe Min

Vol Factor ETF

(previous AMD_00119881.0)

EFAV

AMD_00191087.0

4‑May‑16

iShares Edge MSCI Min

Vol EAFE ETF

iShares MSCI EAFE Min

Vol Factor ETF

(previous AMD_00403)

USMV

AMD_00191087.0

4‑May‑16

iShares Edge MSCI Min

Vol USA ETF

iShares MSCI USA Min Vol.

Factor ETF

(previous AMD_00403)

SMMV

AMD_00205912.0

29‑Apr‑16

iShares Edge MSCI Min

Vol USA Small‑Cap ETF

iShares MSCI USA

Small‑Cap Min Vol Factor

ETF

JPMV

AMD_00191087.0

4‑May‑16

iShares Edge MSCI Min

Vol Japan ETF

iShares MSCI Japan Min Vol

Factor ETF

(previous AMD_00119881.0)

ACWV

AMD_00191087.0

4‑May‑16

iShares Edge MSCI Min

Vol Global ETF

iShares MSCI Global Min

Vol Factor ETF

(previous AMD_00403)

EEMV

AMD_00191087.0

4‑May‑16

iShares Edge MSCI Min

Vol Emerging Markets ETF

iShares MSCI Emerging

Markets Min Vol Factor ETF

(previous AMD_00403)

SMLF

AMD_00191087.0

4‑May‑16

iShares Edge MSCI

Multifactor USA Small‑Cap

ETF

iShares MSCI USA

Small‑Cap Multifactor ETF

(previous AMD_00156266.0)

MIDF

AMD_00254829.0

31‑Jan‑19

iShares Edge MSCI

Multifactor USA Mid‑Cap

ETF

iShares MSCI USA Mid‑Cap

Multifactor ETF

LRGF

AMD_00191087.0

4‑May‑16

iShares Edge MSCI

Multifactor USA ETF

iShares MSCI USA

Multifactor ETF

(previous AMD_00156266.0)

ACWF

AMD_00191087.0

4‑May‑16

iShares Edge MSCI

Multifactor Global ETF

iShares MSCI Global

Multifactor ETF

(previous AMD_00151505.0)

ISCF

AMD_00191087.0

4‑May‑16

iShares Edge MSCI

Multifactor Intl Small‑Cap

ETF

iShares MSCI Intl Small‑Cap

Multifactor ETF

(previous AMD_00151505.0)

INTF

AMD_00191087.0

4‑May‑16

iShares Edge MSCI

Multifactor Intl ETF

iShares MSCI Intl

Multifactor ETF

(previous AMD_00151505.0)

EMGF

AMD_00191087.0

(previous AMD_00151505.0)

4‑May‑16

iShares Edge MSCI

Multifactor Emerging

Markets ETF

iShares MSCI Emerging

Markets Multifactor ETF

 

2