ESGU
iShares MSCI U.S.A. ESG Optimized ETFESGU Fund Description
The iShares MSCI USA ESG Optimized ETF tracks an index composed of US companies that have been selected and weighted for positive environmental, social, and governance characteristics.
ESGU Factset Analytics Insight
ESGU invests in companies with strong ESG traits, while maintaining an overall market-like portfolio. Companies in the broad MSCI USA Index are rated on risk factors related to environmental (carbon emissions, water use, toxic waste), social (labor management, health and safety, sourcing), and governance issues (corruption, fraud, anti-competitive practices). Portfolio optimization software is used to maximize the funds’ stake in highly rated companies while staying true to a market-like exposure. Additionally, the fund completely excludes tobacco companies, producers of certain weapons (landmines and bioweapons), and companies experiencing “severe business controversies.”ESGU is competitively priced for its exposure. However, a distinct lack of interest from investors makes the fund very difficult to trade at the retail level and significantly raises the risk of closure.Prior to June 1, 2018 the fund tracked the MSCI USA ESG Focus Index.
ESGU 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 24, 2018 the iShares MSCI U.S.A. ESG Optimized ETF MSCI ESG Fund Quality Score is 6.52 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. ESGU ranks in the 98th percentile within its peer group and in the 84th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
ESGU CHARTS AND PERFORMANCE
-
1 Month
-
3 Months
-
YTD
-
1 Year
-
3 Years
-
5 Years
-
Max
-
1 Month
-
3 Months
-
YTD
-
1 Year
-
3 Years
-
5 Years
-
Max
-
ESGU Top 10 Countries
ESGU Top 10 Sectors
ESGU Top 10 Holdings [View All]
ESGU Summary Data
ESGU Portfolio Data
ESGU Index Data
ESGU Portfolio Management
ESGU Tax Exposures
ESGU Fund Structure
ESGU Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of ESGU. ESGU is rated a 5 out of 5.
ESGU Tradability
ESGU Sector/Industry Breakdown
ESGU
ESGU TOP 10 HOLDINGS[View All]
ESGU Countries
ESGU
ESGU Regions
ESGU
ESGU Economic Development
ESGU
ESGU Performance Statistics
ESGU MSCI ESG Ratings
ESGU BENCHMARK COMPARISON SUMMARY
ESGU
ESGU BENCHMARK COMPARISON MARKET CAP SIZE
ESGU
The data and information contained herein is not intended to be investment or tax advice. A reference to a particular investment or security, a credit rating, or any observation concerning a security or investment provided in the ETF.com Service is not a recommendation to buy, sell, or hold such investment or security or to make any other investment decisions. You should not use such information for purposes of any actual transaction without consulting an investment or tax professional.
ETF.com DOES NOT TAKE RESPONSIBILITY FOR YOUR INVESTMENT OR OTHER ACTIONS NOR SHALL ETF.com HAVE ANY LIABILITY, CONTINGENT OR OTHERWISE, FOR THE ACCURACY, COMPLETENESS, TIMELINESS, OR CORRECT SEQUENCING OF ANY INFORMATION PROVIDED BY ETF.com OR FOR ANY DECISION MADE OR ACTION TAKEN BY YOU IN RELIANCE UPON SUCH INFORMATION OR ETF.com.
[ETF.com DOES NOT PROVIDE ANY RESEARCH OPINIONS.] ETF.com MAKES NO REPRESENTATIONS ABOUT THE SUITABILITY OF THE INFORMATION, PRODUCTS OR SERVICES CONTAINED HEREIN. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Data provider:
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.