Ishares Esg Aware Etf Profile

ESGU Etf  USD 131.84  0.52  0.39%   

Performance

12 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 9

 
High
 
Low
Low
IShares ESG is selling for under 131.84 as of the 28th of November 2024; that is 0.39 percent decrease since the beginning of the trading day. The etf's last reported lowest price was 131.51. IShares ESG has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for iShares ESG Aware are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of August 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund generally will invest at least 90 percent of its assets in the component securities of the underlying index and may invest up to 10 percent of its assets in certain futures, options and swap contracts, cash and cash equivalents. USA ESG is traded on NASDAQ Exchange in the United States.. More on iShares ESG Aware

Moving together with IShares Etf

  1.0VTI Vanguard Total StockPairCorr
  1.0SPY SPDR SP 500 Aggressive PushPairCorr
  1.0IVV iShares Core SPPairCorr
  0.95VIG Vanguard DividendPairCorr
  1.0VV Vanguard Large CapPairCorr
  0.98RSP Invesco SP 500 Sell-off TrendPairCorr

Moving against IShares Etf

  0.86VIIX VIIXPairCorr
  0.84YCL ProShares Ultra YenPairCorr
  0.83ULE ProShares Ultra EuroPairCorr
  0.83FXY Invesco CurrencySharesPairCorr

IShares Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationStrategy ETFs, Theme ETFs, Large Blend, iShares (View all Sectors)
IssueriShares
Inception Date2016-12-01
BenchmarkMSCI USA Extended ESG Focus Index
Entity TypeRegulated Investment Company
Asset Under Management14.42 Billion
Average Trading Valume657,668.5
Asset TypeEquity
CategoryStrategy
FocusTheme
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorCitibank, N.A.
AdvisorBlackRock Fund Advisors
CustodianCitibank, N.A.
DistributorBlackRock Investments, LLC
Portfolio ManagerJennifer Hsui, Greg Savage, Paul Whitehead
Transfer AgentCitibank, N.A.
Fiscal Year End31-Aug
ExchangeNASDAQ
Number of Constituents288
Market MakerJane Street
Total Expense0.15
Management Fee0.15
Country NameUSA
Returns Y T D27.33
NameiShares ESG Aware MSCI USA ETF
Currency CodeUSD
Open FigiBBG00FFPFT13
In Threey Volatility17.59
1y Volatility11.82
200 Day M A119.24
50 Day M A127.54
CodeESGU
Updated At27th of November 2024
Currency NameUS Dollar
iShares ESG Aware [ESGU] is traded in USA and was established 2016-12-01. The fund is listed under Large Blend category and is part of iShares family. The entity is thematically classified as Strategy ETFs. iShares ESG Aware currently have 20.04 B in assets under management (AUM). , while the total return for the last 3 years was 9.6%.
Check IShares ESG Probability Of Bankruptcy

Geographic Allocation (%)

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares ESG Aware Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top iShares ESG Aware Etf Constituents

AMZNAmazon IncStockConsumer Discretionary
VVisa Class AStockFinancials
UNHUnitedHealth Group IncorporatedStockHealth Care
TSLATesla IncStockConsumer Discretionary
PGProcter GambleStockConsumer Staples
NVDANVIDIAStockInformation Technology
NEENextera EnergyStockUtilities
MSFTMicrosoftStockInformation Technology
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IShares ESG Top Holders

LEJKXBlackrock Lifepath EsgMutual FundTarget-Date 2035
LELAXBlackrock Lifepath EsgMutual FundTarget-Date 2025
BIAPXBlackrock AggrssvgwthprprdptfinstttnlshsMutual FundAllocation--70% to 85% Equity
BRGPXBlackrock Gwth PreparedMutual FundAllocation--50% to 70% Equity
BCGPXBlackrock Gwth PreparedMutual FundAllocation--50% to 70% Equity
BAMPXBlackrock Moderate PreparedMutual FundAllocation--30% to 50% Equity
BRMPXBlackrock Moderate PreparedMutual FundAllocation--30% to 50% Equity
LENAXBlackrock Lifepath EsgMutual FundTarget-Date 2030
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iShares ESG Aware Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares ESG. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

IShares ESG Against Markets

When determining whether iShares ESG Aware is a strong investment it is important to analyze IShares ESG's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact IShares ESG's future performance. For an informed investment choice regarding IShares Etf, refer to the following important reports:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in iShares ESG Aware. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in price.
You can also try the Stock Screener module to find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..
The market value of iShares ESG Aware is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares ESG's value that differs from its market value or its book value, called intrinsic value, which is IShares ESG's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares ESG's market value can be influenced by many factors that don't directly affect IShares ESG's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares ESG's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares ESG is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares ESG's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.