0001193125-18-102397.txt : 20180330 0001193125-18-102397.hdr.sgml : 20180330 20180329184239 ACCESSION NUMBER: 0001193125-18-102397 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 16 FILED AS OF DATE: 20180330 DATE AS OF CHANGE: 20180329 EFFECTIVENESS DATE: 20180330 FILER: COMPANY DATA: COMPANY CONFORMED NAME: iSHARES INC CENTRAL INDEX KEY: 0000930667 IRS NUMBER: 510396525 STATE OF INCORPORATION: MD FISCAL YEAR END: 0831 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 033-97598 FILM NUMBER: 18724342 BUSINESS ADDRESS: STREET 1: 400 HOWARD STREET CITY: SAN FRANCISCO STATE: CA ZIP: 94105 BUSINESS PHONE: (415) 670-2000 MAIL ADDRESS: STREET 1: 400 HOWARD STREET CITY: SAN FRANCISCO STATE: CA ZIP: 94105 FORMER COMPANY: FORMER CONFORMED NAME: ISHARES INC DATE OF NAME CHANGE: 20000516 FORMER COMPANY: FORMER CONFORMED NAME: WEBS INDEX FUND INC DATE OF NAME CHANGE: 19970211 FORMER COMPANY: FORMER CONFORMED NAME: FOREIGN FUND INC DATE OF NAME CHANGE: 19950524 0000930667 S000054183 iShares MSCI EM ESG Optimized ETF C000170244 iShares MSCI EM ESG Optimized ETF ESGE 497 1 d546619d497.htm FORM 497 XBRL Form 497 XBRL
LOGO   

Tracie Coop

State Street

1 Iron Street CCB 1102

Boston, MA 02210

Tel +1 617 662 0717

TCoop@statestreet.com

March 29, 2018

Securities and Exchange Commission

100 F Street, N.E.

Washington, DC 20549

 

RE: iShares, Inc. (the “Registrant”)

Securities Act File No. 33-97598

Investment Company Act File No. 811-09102

Ladies and Gentlemen:

On behalf of the Registrant and pursuant to Rule 497 under the Securities Act of 1933, as amended, attached for filing are exhibits containing interactive data format risk/return summary information that mirrors the risk/return summary information in the 497 filing, dated March 16, 2018 to the prospectus for iShares MSCI EM ESG Optimized ETF.

The purpose of this filing is to submit the 497 dated March 16, 2018 in XBRL.

If you have any questions regarding this filing, please contact Benjamin Haskin of Willkie Farr & Gallagher LLP at (202) 303-1124.

Very truly yours,

 

/s/ Tracie Coop

Tracie Coop

cc: Benjamin Haskin, Esq.

EX-101.INS 2 isi-20180316.xml XBRL INSTANCE DOCUMENT 0000930667 2017-12-29 2017-12-29 0000930667 isi:S000054183Member 2017-12-29 2017-12-29 2017-12-29 497 2017-08-31 iSHARES INC 0000930667 false 2018-03-16 2018-03-16 <p style="margin-top:0px;margin-bottom:0px" align="center"><b>IMPORTANT NOTICE REGARDING CHANGE IN INVESTMENT POLICY </b></p> <p style="margin-top:0px;margin-bottom:0px" align="center"><b>iShares<sup>&reg;</sup> </b></p> <p style="margin-top:12px;margin-bottom:0px" align="center"><b>iShares, Inc. </b></p> <p style="margin-top:0px;margin-bottom:0px" align="center"><b>Supplement dated March&nbsp;16, 2018 </b></p> <p style="margin-top:0px;margin-bottom:0px" align="center"><b>to the Summary Prospectus and Prospectus, each dated December&nbsp;29, 2017, and </b></p> <p style="margin-top:0px;margin-bottom:0px" align="center"><b>Statement of Additional Information (the &#147;SAI&#148;), dated December&nbsp;29, 2017 (as revised March&nbsp;6, 2018), for the </b></p> <p style="margin-top:0px;margin-bottom:0px" align="center"><b>iShares MSCI EM ESG Optimized ETF (ESGE) (the &#147;Fund&#148;) </b></p> <p style="margin-top:12px;margin-bottom:0px"><b></b><b>The information in this Supplement updates information in, and should be read in conjunction with, the Summary Prospectus, Prospectus and the SAI for the Fund. </b></p> <p style="margin-top:6px;margin-bottom:0px">The following changes are expected to take effect for the Fund on or around May&nbsp;23, 2018: </p> <p style="margin-top:0px;margin-bottom:0px">&nbsp;</p> <table cellspacing="0" cellpadding="0" width="100%" border="0" style="border-collapse:collapse" align="center"> <tr> <td width="24%"></td> <td valign="bottom" width="2%"></td> <td width="37%"></td> <td valign="bottom" width="1%"></td> <td width="35%"></td></tr> <tr style="page-break-inside:avoid"> <td valign="bottom" style="border:1px solid #000000; padding-left:8px">&nbsp;&nbsp;</td> <td valign="bottom" style=" border-top:1px solid #000000; border-bottom:1px solid #000000">&nbsp;</td> <td valign="bottom" align="center" style="border-top:1px solid #000000; border-right:1px solid #000000; border-bottom:1px solid #000000"><b>Current</b></td> <td valign="bottom" style=" border-top:1px solid #000000; border-bottom:1px solid #000000">&nbsp;</td> <td valign="bottom" align="center" style="border-top:1px solid #000000; border-right:1px solid #000000; border-bottom:1px solid #000000; padding-right:8px"><b>New</b></td></tr> <tr style="page-break-inside:avoid"> <td valign="top" style="border-left:1px solid #000000; border-right:1px solid #000000; border-bottom:1px solid #000000; padding-left:8px"> <div style="margin-left:1.00em; text-indent:-1.00em"><b>Underlying&nbsp;Index</b></div></td> <td valign="bottom" style=" border-bottom:1px solid #000000">&nbsp;</td> <td valign="bottom" style="border-right:1px solid #000000; border-bottom:1px solid #000000">MSCI Emerging Markets ESG Focus Index</td> <td valign="bottom" style=" border-bottom:1px solid #000000">&nbsp;</td> <td valign="bottom" style="border-right:1px solid #000000; border-bottom:1px solid #000000; padding-right:8px">MSCI Emerging Markets Extended&nbsp;ESG&nbsp;Focus&nbsp;Index</td></tr> </table> <p style="margin-top:12px;margin-bottom:0px"><b></b><b>Change in the Fund&#146;s &#147;Principal Investment Strategies&#148; </b></p> <p style="margin-top:6px;margin-bottom:0px"><b>The first paragraph on page S-2 of the section of the Summary Prospectus and Prospectus entitled &#147;Principal Investment Strategies&#148; is deleted in its entirety and replaced with the following: </b></p> <p style="margin-top:6px;margin-bottom:0px">The Fund seeks to track the investment results of the MSCI Emerging Markets Extended ESG Focus Index (the &#147;Underlying Index&#148;), which has been developed by MSCI Inc. (the &#147;Index Provider&#148; or &#147;MSCI&#148;). The Underlying Index is an optimized equity index designed to reflect the equity performance of companies that have favorable environmental, social and governance (&#147;ESG&#148;) characteristics (as determined by the Index Provider), while exhibiting risk and return characteristics similar to those of the MSCI Market Cap Weighted Index (the &#147;Parent Index&#148;). The Index Provider begins with the Parent Index, excludes securities of companies involved in the business of tobacco, companies involved with controversial weapons, producers and retailers of civilian firearms, as well as companies involved in very severe business controversies (in each case as determined by the Index Provider), and then follows a quantitative process that is designed to determine optimal weights for securities to maximize exposure to securities of companies with higher ESG ratings, subject to maintaining risk and return characteristics similar to the Parent Index. The Index Provider then calculates the size of each company&#146;s exposure to each key issue based on the company&#146;s business segment and geographic risk, and analyzes the extent to which companies have developed robust strategies and programs to manage ESG risks and opportunities. Using a sector-specific key issue weighting model, companies are rated and ranked in comparison to their industry peers. As of March&nbsp;6, 2018, the Underlying Index consisted of securities from the following 21 countries: Brazil, Chile, China, Colombia, the Czech Republic, Greece, Hungary, India, Indonesia, Malaysia, Mexico, the Philippines, Poland, Qatar, Russia, South Africa, South Korea, Taiwan, Thailand, Turkey and the United Arab Emirates. The Underlying Index may include large- and mid-capitalization companies. As March&nbsp;6, 2018, a significant portion of the Underlying Index is represented by securities of companies in the financials and information technology sectors. The components of the Underlying Index, and the degree to which these components represent certain industries or sectors and countries, are likely to change over time.</p> <p>If you have any questions, please call 1-800-iShares (1-800-474-2737). </p> <p style="margin-top:12px;margin-bottom:0px">iShares<sup>&reg;</sup> is a registered trademark of BlackRock Fund Advisors and its affiliates. </p> <p style="margin-top:0px;margin-bottom:0px" align="center"><b>IMPORTANT NOTICE REGARDING CHANGE IN INVESTMENT POLICY </b></p> <p style="margin-top:0px;margin-bottom:0px" align="center"><b>iShares<sup>&reg;</sup> </b></p> <p style="margin-top:12px;margin-bottom:0px" align="center"><b>iShares, Inc. </b></p> <p style="margin-top:0px;margin-bottom:0px" align="center"><b>Supplement dated March&nbsp;16, 2018 </b></p> <p style="margin-top:0px;margin-bottom:0px" align="center"><b>to the Summary Prospectus and Prospectus, each dated December&nbsp;29, 2017, and </b></p> <p style="margin-top:0px;margin-bottom:0px" align="center"><b>Statement of Additional Information (the &#147;SAI&#148;), dated December&nbsp;29, 2017 (as revised March&nbsp;6, 2018), for the </b></p> <p style="margin-top:0px;margin-bottom:0px" align="center"><b>iShares MSCI EM ESG Optimized ETF (ESGE) (the &#147;Fund&#148;) </b></p> <p style="margin-top:12px;margin-bottom:0px"><b></b><b>The information in this Supplement updates information in, and should be read in conjunction with, the Summary Prospectus, Prospectus and the SAI for the Fund. </b></p> <p style="margin-top:6px;margin-bottom:0px">The following changes are expected to take effect for the Fund on or around May&nbsp;23, 2018: </p> <p style="margin-top:0px;margin-bottom:0px">&nbsp;</p> <table cellspacing="0" cellpadding="0" width="100%" border="0" style="border-collapse:collapse" align="center"> <tr> <td width="24%"></td> <td valign="bottom" width="2%"></td> <td width="37%"></td> <td valign="bottom" width="1%"></td> <td width="35%"></td></tr> <tr style="page-break-inside:avoid"> <td valign="bottom" style="border:1px solid #000000; padding-left:8px">&nbsp;&nbsp;</td> <td valign="bottom" style=" border-top:1px solid #000000; border-bottom:1px solid #000000">&nbsp;</td> <td valign="bottom" align="center" style="border-top:1px solid #000000; border-right:1px solid #000000; border-bottom:1px solid #000000"><b>Current</b></td> <td valign="bottom" style=" border-top:1px solid #000000; border-bottom:1px solid #000000">&nbsp;</td> <td valign="bottom" align="center" style="border-top:1px solid #000000; border-right:1px solid #000000; border-bottom:1px solid #000000; padding-right:8px"><b>New</b></td></tr> <tr style="page-break-inside:avoid"> <td valign="top" style="border-left:1px solid #000000; border-right:1px solid #000000; border-bottom:1px solid #000000; padding-left:8px"> <div style="margin-left:1.00em; text-indent:-1.00em"><b>Underlying&nbsp;Index</b></div></td> <td valign="bottom" style=" border-bottom:1px solid #000000">&nbsp;</td> <td valign="bottom" style="border-right:1px solid #000000; border-bottom:1px solid #000000">MSCI Emerging Markets ESG Focus Index</td> <td valign="bottom" style=" border-bottom:1px solid #000000">&nbsp;</td> <td valign="bottom" style="border-right:1px solid #000000; border-bottom:1px solid #000000; padding-right:8px">MSCI Emerging Markets Extended&nbsp;ESG&nbsp;Focus&nbsp;Index</td></tr> </table> <p style="margin-top:12px;margin-bottom:0px"><b></b><b>Change in the Fund&#146;s &#147;Principal Investment Strategies&#148; </b></p> <p style="margin-top:6px;margin-bottom:0px"><b>The first paragraph on page S-2 of the section of the Summary Prospectus and Prospectus entitled &#147;Principal Investment Strategies&#148; is deleted in its entirety and replaced with the following: </b></p> <p style="margin-top:6px;margin-bottom:0px">The Fund seeks to track the investment results of the MSCI Emerging Markets Extended ESG Focus Index (the &#147;Underlying Index&#148;), which has been developed by MSCI Inc. (the &#147;Index Provider&#148; or &#147;MSCI&#148;). The Underlying Index is an optimized equity index designed to reflect the equity performance of companies that have favorable environmental, social and governance (&#147;ESG&#148;) characteristics (as determined by the Index Provider), while exhibiting risk and return characteristics similar to those of the MSCI Market Cap Weighted Index (the &#147;Parent Index&#148;). The Index Provider begins with the Parent Index, excludes securities of companies involved in the business of tobacco, companies involved with controversial weapons, producers and retailers of civilian firearms, as well as companies involved in very severe business controversies (in each case as determined by the Index Provider), and then follows a quantitative process that is designed to determine optimal weights for securities to maximize exposure to securities of companies with higher ESG ratings, subject to maintaining risk and return characteristics similar to the Parent Index. The Index Provider then calculates the size of each company&#146;s exposure to each key issue based on the company&#146;s business segment and geographic risk, and analyzes the extent to which companies have developed robust strategies and programs to manage ESG risks and opportunities. Using a sector-specific key issue weighting model, companies are rated and ranked in comparison to their industry peers. As of March&nbsp;6, 2018, the Underlying Index consisted of securities from the following 21 countries: Brazil, Chile, China, Colombia, the Czech Republic, Greece, Hungary, India, Indonesia, Malaysia, Mexico, the Philippines, Poland, Qatar, Russia, South Africa, South Korea, Taiwan, Thailand, Turkey and the United Arab Emirates. The Underlying Index may include large- and mid-capitalization companies. As March&nbsp;6, 2018, a significant portion of the Underlying Index is represented by securities of companies in the financials and information technology sectors. 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Registrant Name dei_EntityRegistrantName iSHARES INC
Central Index Key dei_EntityCentralIndexKey 0000930667
Amendment Flag dei_AmendmentFlag false
Document Creation Date dei_DocumentCreationDate Mar. 16, 2018
Document Effective Date dei_DocumentEffectiveDate Mar. 16, 2018
Prospectus Date rr_ProspectusDate Dec. 29, 2017
XML 9 R2.htm IDEA: XBRL DOCUMENT v3.8.0.1
Dec. 29, 2017

IMPORTANT NOTICE REGARDING CHANGE IN INVESTMENT POLICY

iShares®

iShares, Inc.

Supplement dated March 16, 2018

to the Summary Prospectus and Prospectus, each dated December 29, 2017, and

Statement of Additional Information (the “SAI”), dated December 29, 2017 (as revised March 6, 2018), for the

iShares MSCI EM ESG Optimized ETF (ESGE) (the “Fund”)

The information in this Supplement updates information in, and should be read in conjunction with, the Summary Prospectus, Prospectus and the SAI for the Fund.

The following changes are expected to take effect for the Fund on or around May 23, 2018:

 

     Current   New
Underlying Index
  MSCI Emerging Markets ESG Focus Index   MSCI Emerging Markets Extended ESG Focus Index

Change in the Fund’s “Principal Investment Strategies”

The first paragraph on page S-2 of the section of the Summary Prospectus and Prospectus entitled “Principal Investment Strategies” is deleted in its entirety and replaced with the following:

The Fund seeks to track the investment results of the MSCI Emerging Markets Extended ESG Focus Index (the “Underlying Index”), which has been developed by MSCI Inc. (the “Index Provider” or “MSCI”). The Underlying Index is an optimized equity index designed to reflect the equity performance of companies that have favorable environmental, social and governance (“ESG”) characteristics (as determined by the Index Provider), while exhibiting risk and return characteristics similar to those of the MSCI Market Cap Weighted Index (the “Parent Index”). The Index Provider begins with the Parent Index, excludes securities of companies involved in the business of tobacco, companies involved with controversial weapons, producers and retailers of civilian firearms, as well as companies involved in very severe business controversies (in each case as determined by the Index Provider), and then follows a quantitative process that is designed to determine optimal weights for securities to maximize exposure to securities of companies with higher ESG ratings, subject to maintaining risk and return characteristics similar to the Parent Index. The Index Provider then calculates the size of each company’s exposure to each key issue based on the company’s business segment and geographic risk, and analyzes the extent to which companies have developed robust strategies and programs to manage ESG risks and opportunities. Using a sector-specific key issue weighting model, companies are rated and ranked in comparison to their industry peers. As of March 6, 2018, the Underlying Index consisted of securities from the following 21 countries: Brazil, Chile, China, Colombia, the Czech Republic, Greece, Hungary, India, Indonesia, Malaysia, Mexico, the Philippines, Poland, Qatar, Russia, South Africa, South Korea, Taiwan, Thailand, Turkey and the United Arab Emirates. The Underlying Index may include large- and mid-capitalization companies. As March 6, 2018, a significant portion of the Underlying Index is represented by securities of companies in the financials and information technology sectors. The components of the Underlying Index, and the degree to which these components represent certain industries or sectors and countries, are likely to change over time.

If you have any questions, please call 1-800-iShares (1-800-474-2737).

iShares® is a registered trademark of BlackRock Fund Advisors and its affiliates.

XML 10 R3.htm IDEA: XBRL DOCUMENT v3.8.0.1
Label Element Value
Risk/Return: rr_RiskReturnAbstract  
Registrant Name dei_EntityRegistrantName iSHARES INC
Prospectus Date rr_ProspectusDate Dec. 29, 2017
Supplement [Text Block] isi_SupplementTextBlock

IMPORTANT NOTICE REGARDING CHANGE IN INVESTMENT POLICY

iShares®

iShares, Inc.

Supplement dated March 16, 2018

to the Summary Prospectus and Prospectus, each dated December 29, 2017, and

Statement of Additional Information (the “SAI”), dated December 29, 2017 (as revised March 6, 2018), for the

iShares MSCI EM ESG Optimized ETF (ESGE) (the “Fund”)

The information in this Supplement updates information in, and should be read in conjunction with, the Summary Prospectus, Prospectus and the SAI for the Fund.

The following changes are expected to take effect for the Fund on or around May 23, 2018:

 

     Current   New
Underlying Index
  MSCI Emerging Markets ESG Focus Index   MSCI Emerging Markets Extended ESG Focus Index

Change in the Fund’s “Principal Investment Strategies”

The first paragraph on page S-2 of the section of the Summary Prospectus and Prospectus entitled “Principal Investment Strategies” is deleted in its entirety and replaced with the following:

The Fund seeks to track the investment results of the MSCI Emerging Markets Extended ESG Focus Index (the “Underlying Index”), which has been developed by MSCI Inc. (the “Index Provider” or “MSCI”). The Underlying Index is an optimized equity index designed to reflect the equity performance of companies that have favorable environmental, social and governance (“ESG”) characteristics (as determined by the Index Provider), while exhibiting risk and return characteristics similar to those of the MSCI Market Cap Weighted Index (the “Parent Index”). The Index Provider begins with the Parent Index, excludes securities of companies involved in the business of tobacco, companies involved with controversial weapons, producers and retailers of civilian firearms, as well as companies involved in very severe business controversies (in each case as determined by the Index Provider), and then follows a quantitative process that is designed to determine optimal weights for securities to maximize exposure to securities of companies with higher ESG ratings, subject to maintaining risk and return characteristics similar to the Parent Index. The Index Provider then calculates the size of each company’s exposure to each key issue based on the company’s business segment and geographic risk, and analyzes the extent to which companies have developed robust strategies and programs to manage ESG risks and opportunities. Using a sector-specific key issue weighting model, companies are rated and ranked in comparison to their industry peers. As of March 6, 2018, the Underlying Index consisted of securities from the following 21 countries: Brazil, Chile, China, Colombia, the Czech Republic, Greece, Hungary, India, Indonesia, Malaysia, Mexico, the Philippines, Poland, Qatar, Russia, South Africa, South Korea, Taiwan, Thailand, Turkey and the United Arab Emirates. The Underlying Index may include large- and mid-capitalization companies. As March 6, 2018, a significant portion of the Underlying Index is represented by securities of companies in the financials and information technology sectors. The components of the Underlying Index, and the degree to which these components represent certain industries or sectors and countries, are likely to change over time.

If you have any questions, please call 1-800-iShares (1-800-474-2737).

iShares® is a registered trademark of BlackRock Fund Advisors and its affiliates.

iShares MSCI EM ESG Optimized ETF  
Risk/Return: rr_RiskReturnAbstract  
Supplement [Text Block] isi_SupplementTextBlock

IMPORTANT NOTICE REGARDING CHANGE IN INVESTMENT POLICY

iShares®

iShares, Inc.

Supplement dated March 16, 2018

to the Summary Prospectus and Prospectus, each dated December 29, 2017, and

Statement of Additional Information (the “SAI”), dated December 29, 2017 (as revised March 6, 2018), for the

iShares MSCI EM ESG Optimized ETF (ESGE) (the “Fund”)

The information in this Supplement updates information in, and should be read in conjunction with, the Summary Prospectus, Prospectus and the SAI for the Fund.

The following changes are expected to take effect for the Fund on or around May 23, 2018:

 

     Current   New
Underlying Index
  MSCI Emerging Markets ESG Focus Index   MSCI Emerging Markets Extended ESG Focus Index

Change in the Fund’s “Principal Investment Strategies”

The first paragraph on page S-2 of the section of the Summary Prospectus and Prospectus entitled “Principal Investment Strategies” is deleted in its entirety and replaced with the following:

The Fund seeks to track the investment results of the MSCI Emerging Markets Extended ESG Focus Index (the “Underlying Index”), which has been developed by MSCI Inc. (the “Index Provider” or “MSCI”). The Underlying Index is an optimized equity index designed to reflect the equity performance of companies that have favorable environmental, social and governance (“ESG”) characteristics (as determined by the Index Provider), while exhibiting risk and return characteristics similar to those of the MSCI Market Cap Weighted Index (the “Parent Index”). The Index Provider begins with the Parent Index, excludes securities of companies involved in the business of tobacco, companies involved with controversial weapons, producers and retailers of civilian firearms, as well as companies involved in very severe business controversies (in each case as determined by the Index Provider), and then follows a quantitative process that is designed to determine optimal weights for securities to maximize exposure to securities of companies with higher ESG ratings, subject to maintaining risk and return characteristics similar to the Parent Index. The Index Provider then calculates the size of each company’s exposure to each key issue based on the company’s business segment and geographic risk, and analyzes the extent to which companies have developed robust strategies and programs to manage ESG risks and opportunities. Using a sector-specific key issue weighting model, companies are rated and ranked in comparison to their industry peers. As of March 6, 2018, the Underlying Index consisted of securities from the following 21 countries: Brazil, Chile, China, Colombia, the Czech Republic, Greece, Hungary, India, Indonesia, Malaysia, Mexico, the Philippines, Poland, Qatar, Russia, South Africa, South Korea, Taiwan, Thailand, Turkey and the United Arab Emirates. The Underlying Index may include large- and mid-capitalization companies. As March 6, 2018, a significant portion of the Underlying Index is represented by securities of companies in the financials and information technology sectors. The components of the Underlying Index, and the degree to which these components represent certain industries or sectors and countries, are likely to change over time.

If you have any questions, please call 1-800-iShares (1-800-474-2737).

iShares® is a registered trademark of BlackRock Fund Advisors and its affiliates.

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Prospectus Date rr_ProspectusDate Dec. 29, 2017
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