ESGE
iShares MSCI EM ESG Optimized ETFESGE Fund Description
The iShares MSCI EM ESG Optimized ETF tracks an index of emerging market companies that have been selected and weighted for positive environmental, social, and governance characteristics.
ESGE Factset Analytics Insight
ESGE aims to increase exposure to emerging market companies with strong ESG traits, while maintaining a market-like portfolio. Companies in the broad MSCI Emerging Markets 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 market-like 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".ESGE is competitively priced for its exposure, and trades decently at the retail level.Prior to June 1, 2018 the fund tracked the MSCI Emerging Markets ESG Focus Index.
ESGE 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 September 20, 2018 the iShares MSCI EM ESG Optimized ETF MSCI ESG Fund Quality Score is 6.00 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. ESGE ranks in the 97th percentile within its peer group and in the 68th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
ESGE CHARTS AND PERFORMANCE
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ESGE Top 10 Countries
ESGE Top 10 Sectors
ESGE Top 10 Holdings [View All]
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 Tradability
ESGE Sector/Industry Breakdown
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ESGE TOP 10 HOLDINGS[View All]
ESGE Countries
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ESGE Regions
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ESGE Economic Development
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ESGE Performance Statistics
ESGE MSCI ESG Ratings
ESGE BENCHMARK COMPARISON SUMMARY
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ESGE BENCHMARK COMPARISON MARKET CAP SIZE
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Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.