ESGDiShares ESG Aware MSCI EAFE ETF
ESGD Fund Description
ESGD 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, excluding the US and Canada, displaying strong ESG traits while exhibiting risk and return characteristics similar to its parent index through an optimization process. 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). Additionally, the fund completely excludes tobacco companies, producers of certain weapons (e.g. landmines, bioweapons), and companies experiencing severe business controversies. Portfolio optimization software is used to maximize the fund's stake in highly rated companies while staying close to marketlike exposure, performance, and risk. Prior to June 1, 2018, the fund tracked the MSCI EAFE ESG Focus Index.
ESGD MSCI ESG Analytics Insight
iShares ESG Aware MSCI EAFE ETF has an MSCI ESG Fund Rating of AA based on a score of 8.35 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
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. iShares ESG Aware MSCI EAFE ETF ranks in the 95th percentile within its peer group and in the 93th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
ESGD MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
ESGD Summary Data
ESGD Portfolio Data
ESGD Index Data
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 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