ESGU iShares ESG Aware MSCI USA ETF
What is ESGU?
ESGU tracks an index composed of US companies that are selected and weighted for positive environmental, social and governance characteristics.
ESGU Factset Analytics Insight
ESGU invests in large- and midcap companies with strong ESG traits, while maintaining an overall market-like portfolio. Companies in the broad MSCI USA Index are rated based on ESG factors and are narrowed down by excluding companies involved in: tobacco, controversial weapons, civilian firearms, thermal coal, and oil sands. Portfolio optimization software is then used to maximize the funds’ stake in highly-rated companies while staying true to a market-like exposure. In addition, the fund also removes companies that are experiencing “severe business controversies.” The index is rebalanced quarterly. Note: Prior to June 1, 2018 the fund tracked the MSCI USA ESG Focus Index—a pioneer index that does not remove firms related to the civilian firearms industry.
ESGU Summary Data
Peers
Fund Flows
ESGU Portfolio Data
ESGU Index Data
ESGU Portfolio Management
ESGU Tax Exposures
ESGU Fund Structure
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
Benchmark
ESGU Top 10 Holdings
ESGU Performance Statistics
ESGU Countries
Benchmark
ESGU Regions
Benchmark
ESGU Economic Development
Benchmark
ESGU Benchmark Comparison Summary
Benchmark
ESGU Benchmark Comparison Market Cap Size
Benchmark
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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.