Ishares Esg Aware Etf Profile

ESGU Etf  USD 121.69  1.31  1.09%   


19 of 100


Odds Of Distress

Less than 9

IShares ESG is selling for under 121.69 as of the 23rd of July 2024; that is 1.09 percent increase since the beginning of the trading day. The etf's last reported lowest price was 120.9. IShares ESG has less than a 9 % chance of experiencing financial distress in the next few years and had a solid 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 23rd of June 2024 and ending today, the 23rd of July 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

  0.7VTI Vanguard Total StockPairCorr
  0.71SPY SPDR SP 500PairCorr
  0.71IVV iShares Core SPPairCorr
  0.93VIG Vanguard DividendPairCorr
  1.0VV Vanguard Large CapPairCorr
  0.64RSP Invesco SP 500PairCorr

Moving against IShares Etf

  0.65FXY Invesco CurrencySharesPairCorr
  0.37XOM Exxon Mobil Corp Financial Report 26th of July 2024 PairCorr

IShares Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationStrategy ETFs, Theme ETFs, Large Blend, iShares (View all Sectors)
Inception Date2016-12-01
BenchmarkMSCI USA Extended ESG Focus Index
Entity TypeRegulated Investment Company
Asset Under Management12.94 Billion
Average Trading Valume967,039.5
Asset TypeEquity
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
Number of Constituents281
Market MakerJane Street
Total Expense0.15
Management Fee0.15
Country NameUSA
Returns Y T D15.41
NameiShares ESG Aware MSCI USA ETF
Currency CodeUSD
Open FigiBBG00FFPFT13
In Threey Volatility18.25
1y Volatility15.05
200 Day M A108.5
50 Day M A118.37
Updated At22nd of July 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 8.7%.
Check IShares ESG Probability Of Bankruptcy

Geographic Allocation (%)

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

BRGPXBlackrock Gwth PreparedMutual FundAllocation--50% to 70% Equity
LEPKXBlackrock Lifepath EsgMutual FundTarget-Date 2050
BIMPXBlackrock Moderate PreparedMutual FundAllocation--30% to 50% Equity
BAGPXBlackrock Gwth PtfMutual FundAllocation--50% to 70% Equity
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iShares ESG Aware Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. IShares ESG market risk premium is the additional return an investor will receive from holding IShares ESG long position in a well-diversified portfolio. 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. Although IShares ESG's alpha and beta are two of the key measurements used to evaluate IShares ESG's performance over the market, the standard measures of volatility play an important role as well.

IShares ESG Against Markets

Additional Information and Resources on Investing in IShares Etf

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 Global Correlations module to find global opportunities by holding instruments from different markets.
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.