ESGDiShares MSCI EAFE ESG Optimized ETF
ESGD Fund Description
The iShares MSCI EAFE ESG Optimized ETF tracks an index of developed market international companies that have been selected and weighted for positive environmental, social, and governance characteristics.
ESGD Factset Analytics Insight
ESGD aims to increase exposure to developed market firms with strong ESG traits, while maintaining a marketlike portfolio. Companies in the broad MSCI EAFE Index are rated on risk factors related to environmental (e.g., carbon emissions, water use, toxic waste), social (e.g., labor management, health & safety, sourcing), and governance issues (e.g., corruption, fraud, anti-competitive practices). Portfolio optimization software is used to maximize the fund's stake in highly rated companies while staying close to marketlike exposure, performance, and risk. Additionally, the fund completely excludes tobacco companies, producers of certain weapons (such as landmines and bioweapons), and companies experiencing "severe business controversies".
ESGD is competitively priced for its exposure, and trades decently at the retail level.
Prior to June 1, 2018 the fund tracked the MSCI EAFE ESG Focus Index.
ESGD MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of June 17, 2018 the iShares MSCI EAFE ESG Optimized ETF MSCI ESG Fund Quality Score is 7.75 out of 10.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. ESGD ranks in the 99th percentile within its peer group and in the 99th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
ESGD CHARTS AND PERFORMANCE
ESGD Top 10 Countries
ESGD Top 10 Sectors
ESGD Top 10 Holdings [View All]
ESGD Portfolio Management
ESGD Tax Exposures
ESGD Fund Structure
ESGD Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of ESGD. ESGD is rated a 5 out of 5.
ESGD Sector/Industry Breakdown
ESGD TOP 10 HOLDINGS[View All]
ESGD Economic Development
ESGD Performance Statistics
ESGD MSCI ESG Ratings
ESGD BENCHMARK COMPARISON SUMMARY
ESGD BENCHMARK COMPARISON MARKET CAP SIZE