ESGEiShares ESG Aware MSCI EM ETF
ESGE Fund Description
ESGE tracks an index of large- and midcap companies from emerging market economies. Stocks are selected and weighted for positive environmental, social, and governance characteristics while maintaining similar investment risk/return of the market.
ESGE Factset Analytics Insight
ESGE aims to increase exposure to emerging market companies with strong ESG traits, while maintaining a market-like risk portfolio. Companies in the broad MSCI Emerging Markets Index are rated on risk factors related to environmental, and governance issues. Portfolio optimization software is used to maximize the fund's stake in highly-rated companies while staying close to market-like exposure, performance, and risk. Notably, the fund completely rejects companies based on values (controversial weapons, tobacco and firearms) and climate change (thermal coal and oil sands climate). Companies involved in severe business controversies (determined by the index provider) are also excluded. The index is rebalanced quarterly. Prior to June 1, 2018 the fund tracked the MSCI Emerging Markets ESG Focus Index.
ESGE MSCI ESG Analytics Insight
iShares ESG Aware MSCI EM ETF has an MSCI ESG Fund Rating of AA based on a score of 7.35 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 EM ETF ranks in the 84th percentile within its peer group and in the 97th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
ESGE 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.
ESGE Summary Data
ESGE Portfolio Data
ESGE Index Data
ESGE Portfolio Management
ESGE Tax Exposures
ESGE Fund Structure
ESGE Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of ESGE. ESGE is rated a 5 out of 5.
ESGE Sector/Industry Breakdown
ESGE Top 10 Holdings[View All]
ESGE Economic Development
ESGE Performance Statistics
ESGE MSCI ESG Ratings
ESGE Benchmark Comparison Summary
ESGE Benchmark Comparison Market Cap Size