Document:

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

 

2msci-ex10223_205.htm

 

Exhibit 10.223

AMD_00269211.0

 

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 ESG Research LLC (“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 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 ESG Research LLC
	
 
	
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

ref. #
	
Date of

Schedule

	
SUSC
	
AMD_00219333.0
	
April 6, 2017
	
iShares ESG USD Corporate Bond ETF
	
iShares ESG Aware USD Corporate Bond ETF

	
SUSB
	
AMD_00219333.0 
	
April 6, 2017
	
iShares ESG 1-5 Year USD Corporate Bond ETF
	
iShares ESG Aware 1-5 Year USD Corporate Bond ETF

	
EAGG
	
AMD_00241690.0
	
March 1, 2018
	
iShares ESG U.S. Aggregate Bond ETF
	
iShares ESG Aware U.S. Aggregate Bond ETF

 

 

2msci-ex10224_203.htm

Exhibit 10.224

AMD_00269210.0

 

THIS AMENDMENT (this “Amendment”) dated as of March 9, 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 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

	
 
	
 
	
 
	
 
	
 
	
 
	
 

	
 
	
 
	
 
	
 
	
March 24, 2020

 

1

 

 

Attachment 1

 

 

					
	
 
	
Schedule
	
 
	
 

	
Ticker
	
Internal MSCI Reference #
	
Date of Schedule
	
Original Fund Name
	
Revised Fund Name

	
ESGU
	
AMD_00250009.0

(previous

AMD_00243265.0,

AMD_00208225.0)
	
September 1, 2018
	
iShares ESG MSCI

USA ETF
	
iShares ESG Aware

MSCI USA ETF

	
ESGE
	
AMD_00250009.0

(previous

AMD_00243265.0,

AMD_00209563.0,

AMD_00200775.0)
	
September 1, 2018
	
iShares ESG MSCI EM

ETF
	
iShares ESG Aware

MSCI EM ETF

	
ESGD
	
AMD_00250009.0

(previous

AMD_00243265.0,

AMD_00209563.0,

AMD_00200775.0)
	
September 1, 2018
	
iShares ESG MSCI

EAFE ETF
	
iShares ESG Aware

MSCI EAFE ETF

	
ESML
	
AMD_00250009.0

(previous

AMD_00235248.0)
	
September 1, 2018
	
iShares ESG MSCI

USA Small-Cap ETF
	
iShares ESG Aware

MSCI USA Small-

Cap ETF

 

 

	
	
2

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