Document:

msci-ex10213_797.htm

 

Exhibit 10.213

 

AMD_00265533.0

 

THIS AMENDMENT (this “Amendment”) dated as of October 25, 2019 (the “Amendment Effective Date”) is made to the Previous Amendment (as defined below) by and between MSCI Inc. (formerly known as Morgan Stanley Capital International Inc.) (“MSCI”) and BlackRock Fund Advisors, a California corporation (as successor to Barclays Global Investors, N.A., which was succeeded by BlackRock Institutional Trust Company, N.A.) (“Licensee”).  Capitalized terms used but not defined herein shall have the meanings ascribed to them in the Previous Amendment or the Agreement (as defined below), as the case may be.

WHEREAS, MSCI and Licensee entered into the Amendment (internal MSCI reference number: AMD_00421) dated as of October 4, 2011 (the “Previous Amendment”), which amends the Index License Agreement for Funds (internal MSCI reference number: IXF_00040) dated as of March 18, 2000 (the “Agreement”) by and between MSCI and Licensee;

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

	
1.
	
Commencing on the Amendment Effective Date, the Previous Amendment is hereby amended so that all references to “iShares MSCI Global Silver Miners Fund” shall be deleted and replaced with “iShares MSCI Global Silver and Metals Miners ETF”.

	
2.
	
This Amendment amends and operates in conjunction with the Previous Amendment.  This Amendment, the Previous Amendment 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 the Agreement or the Previous Amendment, 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/ Shannon Lee
	
 
	
By
	
/s/ Ruth Weiss

	
 
	
 
	
 
	
 
	
 

	
Name
	
Shannon Lee
	
 
	
Name
	
Ruth Weiss

	
 
	
 
	
 
	
 
	
 

	
Title
	
Executive Director
	
 
	
Title
	
Managing Director

	
 
	
 
	
 
	
 
	
 

 

1msci-ex10214_796.htm

 

Exhibit 10.214

 

***** INdicates Certain confidential portions of this Exhibit that have been omitted pursuant to Item 601(b) of Regulation S-K because the identified confidential portions (i) are not material and (ii) would be competitively harmful if publicly disclosed. 

 

A.N.: 130339

AMD_00265487.0

AMENDMENT

 

Date of Amendment: November 25, 2019

 

AMENDMENT (this “Amendment”) to the Index License Agreement for Funds (internal MSCI reference IXF_00040) dated as of March 18, 2000 (as previously amended, the “Agreement”) is made by and between MSCI Inc. (formerly known as Morgan Stanley Capital International Inc.) (“MSCI”) and BlackRock Fund Advisors, a California corporation (as successor to Barclays Global Investors, N.A.) (“Licensee”).  Capitalized terms used but not defined herein shall have the meanings ascribed to them in the Agreement.

 

	
1.
	
Exhibit A of the Agreement is hereby amended to add the following Index:

 

	
 
	
•
	
MSCI All Kuwait Size Select Liquidity Capped Index.

 

or such other indexes as agreed by Licensee and MSCI in writing.

 

	
2.
	
Licensee may use the Index set forth in Section 1 above solely with respect to the following Licensee fund (a “Fund” as such term is defined in the Agreement):

 

	
 
	
•
	
iShares MSCI Kuwait ETF 

 

or such other names as agreed by Licensee and MSCI in writing.

 

The Fund identified above shall be an exchange traded index fund listed on a national securities exchange located in the United States.

 

	
3.
	
Licensee shall pay MSCI a ********** license fee based on ********************************************* ****************************************************************************************.  The ********* license fee shall be calculated as ****************************** ************************************************************************: 

 

	
***************
	
*********************

	
****************
	
*************************************************************** 

	
********************** 
	
*************************************************************** 

	
******************** 
	
***********************************************************

	
************************
	
**********************************************************

	
****************
	
************************************************************** 

 

For the avoidance of doubt, the ********* license fees shall be **************.  ********************** ********************************************************************.

 

“Expense Ratio” shall mean the ratio (expressed as a percentage) obtained when dividing ********************* ****** by *********************************************.

1

 

 

**************************************************:

 

	
***************
	
***************

	
*******************
	
********************************************

	
*******************
	
**********************************************

	
*******************
	
***********************************************

	
********************
	
*************************************************

	
********************
	
**********************************************

	
*********
	
***********************************************

 

******************.

 

Notwithstanding anything to the contrary, if during any relevant period the Fund ****************************** or if the Fund’s ************************************************************** for the Fund shall equal ******************************************************************************************.

 

	
4.
	
Special Conditions:

 

	
 
	
a.
	
To the extent that this Amendment conflicts with the Agreement, this Amendment shall control.  No right or license of any kind is granted to Licensee except as expressly provided in the Agreement and this Amendment.

 

	
 
	
b.
	
MSCI may terminate this Amendment with respect to the Index set forth in Section 1 if, within one (1) year of the date of this Amendment, Licensee does not list the Fund based on the Index.

 

	
 
	
c.
	
If Licensee delists the Fund identified above or changes the underlying Index for the Fund, Licensee’s right to use the Index set forth in Section 1 with respect to the Fund shall automatically and immediately terminate.

 

	
 
	
d.
	
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.

 

 

ACKNOWLEDGED AND AGREED

 

					
	
LICENSEE: BlackRock Fund Advisors
	
 
	
MSCI Inc.

	
 
	
 
	
 
	
 
	
 

	
 
	
 
	
 
	
 
	
 

	
By
	
/s/ Ruth Weiss
	
 
	
By
	
/s/ Joke Jacinto

	
 
	
 
	
 
	
 
	
 

	
Name
	
Ruth Weiss
	
 
	
Name
	
Joke Jacinto

	
 
	
 
	
 
	
 
	
 

	
Title
	
Managing Director
	
 
	
Title
	
Executive Director

	
 
	
 
	
 
	
 
	
 

	
Date
	
12.2.19
	
 
	
Date
	
Dec. 5, 2019

 

2msci-ex10215_795.htm

 

Exhibit 10.215

 

***** INdicates Certain confidential portions of this Exhibit that have been omitted pursuant to Item 601(b) of Regulation S-K because the identified confidential portions (i) are not material and (ii) would be competitively harmful if publicly disclosed. 

A.N.: 130339

AMD_00265489.0

AMENDMENT

Date of Amendment: November 25, 2019

AMENDMENT (this “Amendment”) to the Index License Agreement for Funds (internal MSCI reference IXF_00040) dated as of March 18, 2000 (as previously amended, the “Agreement”) is made by and between MSCI Inc. (formerly known as Morgan Stanley Capital International Inc.) (“MSCI”) and BlackRock Fund Advisors, a California corporation (as successor to Barclays Global Investors, N.A.) (“Licensee”).  Capitalized terms used but not defined herein shall have the meanings ascribed to them in the Agreement.

	
1.
	
Exhibit A of the Agreement is hereby amended to add the following Indexes:

	
 
	
•
	
****************************************

	
 
	
•
	
***********************************

	
 
	
•
	
****************************************************************

or such other indexes as agreed by Licensee and MSCI in writing.

	
2.
	
Licensee may use the Indexes set forth in Section 1 above solely with respect to the following Licensee funds (each, a “Fund” as such term is defined in the Agreement):

	
 
	
•
	
**********************************

	
 
	
•
	
**********************************

	
 
	
•
	
********************************

or such other names as agreed by Licensee and MSCI in writing.

The Funds identified above shall be exchange traded index funds listed on a national securities exchange located in the United States.

	
3.
	
Licensee shall pay MSCI a ********* license fee based on ********************************************** ************************* ******************************** ***************************************** ***************.  The ********* license fee shall be calculated as *********************** ******************************** ******************** ************* ****************************** ******* ************* ********* ******* *********** *************** ******************** ** *************** *:

 

		
	
****************
	
*********************

	
****************
	
***********************************************************

	
***********************
	
********************************************************* 

	
******************
	
*************************************************************

	
*************************
	
************************************************************

	
**************
	
*************************************************************

 

For the avoidance of doubt, the ********* license fees shall be ************************. *************** ********************************************************************************************************** ******************** ************************ ************************************ ************************* *************************** *********** ********** ************ ******** ***************************** ********** ******** ******** **************** ************* ********* *********** ************** ******** *********** 

1

 

******* ******** ********* ************************* ************************* **********************.

“Expense Ratio” shall mean**************************, the ratio (expressed as a percentage) obtained when dividing************************************************************************************** **************************************** ***************************************************** **************************** by **********************************************.

************** ***************** ***** *************** ********* ************* *********** *********

********************* **************************** ************************** ************************** ******************** ********************* *********************** ********************* ***************** ************** ************ ********************* ********************* ******* * ******************* ***************************:

 

	
****************
	
***************

	
*******************
	
*************************************************

	
*******************
	
*************************************************

	
****************
	
*************************************************

	
***************
	
*************************************************

	
*****************
	
*************************************************

	
************
	
*************************************************

 

*********************************************************************************************

****************** ********** ********** ************** ************** ************** ************** ************* ************* ************* ************* ************* ************* ************* ************** ************** ************** ************** ************** ***************** ********** ************** ****************** ****************** ************* **************** **************** **************** **************** **************** **** *** ********** *****.

Notwithstanding anything to the contrary, if during any relevant period a Fund ****************************** or *************** ****************** **************** the ********************** for the Fund shall **************** ********** ********** *************** ****************** *************** ********* *****************.

	
4.
	
Special Conditions:

	
 
	
a.
	
To the extent that this Amendment conflicts with the Agreement, this Amendment shall control.  No right or license of any kind is granted to Licensee except as expressly provided in the Agreement and this Amendment.

	
 
	
b.
	
MSCI may terminate this Amendment with respect to any Index set forth in Section 1 if, within one (1) year of the date of this Amendment, Licensee does not list the applicable Fund based on such Index.

	
 
	
c.
	
If Licensee delists a Fund identified above or changes the underlying Index for such Fund, Licensee’s right to use the Index set forth in Section 1 with respect to such Fund shall automatically and immediately terminate.

	
 
	
d.
	
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.

ACKNOWLEDGED AND AGREED

 

					
	
LICENSEE: BlackRock Fund Advisors
	
 
	
MSCI Inc.

	
 
	
 
	
 
	
 
	
 

	
 
	
 
	
 
	
 
	
 

	
By
	
/s/ Ruth Weiss
	
 
	
By
	
/s/ Joke Jacinto

	
 
	
 
	
 
	
 
	
 

	
Name
	
Ruth Weiss
	
 
	
Name
	
Joke Jacinto

	
 
	
 
	
 
	
 
	
 

	
Title
	
Managing Director
	
 
	
Title
	
Executive Director

	
 
	
 
	
 
	
 
	
 

	
Date
	
12.2.19
	
 
	
Date
	
Dec. 9, 2019

 

2

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