ESGU
iShares ESG MSCI U.S.A. ETFESGU Fund Description
ESGU 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
iShares ESG MSCI U.S.A. ETF has an MSCI ESG Fund Rating of A based on a score of 7.02 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 MSCI U.S.A. ETF ranks in the 88th percentile within its peer group and in the 97th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
ESGU 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.
ESGU CHARTS AND PERFORMANCE
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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
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ESGU TOP 10 HOLDINGS[View All]
ESGU Countries
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ESGU Regions
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ESGU Economic Development
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ESGU Performance Statistics
ESGU MSCI ESG Ratings
ESGU BENCHMARK COMPARISON SUMMARY
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ESGU 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.