ESGD
iShares ESG MSCI EAFE ETFESGD Fund Description
ESGD tracks an index of developed market international companies that have been selected and weighted for positive environmental, social, and governance characteristics.
ESGD Factset Analytics Insight
ESGD aims to increase exposure to developed market firms with strong ESG traits, while maintaining a marketlike portfolio. Companies in the broad MSCI EAFE 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 marketlike 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".ESGD is competitively priced for its exposure, and trades decently at the retail level.Prior to June 1, 2018 the fund tracked the MSCI EAFE ESG Focus Index.
ESGD MSCI ESG Analytics Insight
iShares ESG MSCI EAFE ETF has an MSCI ESG Fund Rating of AA based on a score of 8.03 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 EAFE ETF ranks in the 98th percentile within its peer group and in the 99th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
ESGD 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
-
ESGD Top 10 Countries
ESGD Top 10 Sectors
ESGD Top 10 Holdings [View All]
ESGD Summary Data
ESGD Portfolio Data
ESGD Index Data
ESGD Portfolio Management
ESGD Tax Exposures
ESGD Fund Structure
ESGD Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of ESGD. ESGD is rated a 5 out of 5.
ESGD Tradability
ESGD Sector/Industry Breakdown
ESGD
ESGD TOP 10 HOLDINGS[View All]
ESGD Countries
ESGD
ESGD Regions
ESGD
ESGD Economic Development
ESGD
ESGD Performance Statistics
ESGD MSCI ESG Ratings
ESGD BENCHMARK COMPARISON SUMMARY
ESGD
ESGD BENCHMARK COMPARISON MARKET CAP SIZE
ESGD
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.