Ishares Esg Aware Etf Profile
| ESGE Etf | USD 31.52 0.38 1.22% |
Performance2 of 100
| Odds Of DistressLess than 9
|
IShares ESG is trading at 31.52 as of the 23rd of April 2024, a 1.22% increase since the beginning of the trading day. The etf's lowest day price was 31.22. IShares ESG has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat weak 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 24th of March 2024 and ending today, the 23rd of April 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 in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. More on iShares ESG Aware
Moving together with IShares Etf
| 0.98 | VWO | Vanguard FTSE Emerging | PairCorr |
| 0.99 | IEMG | iShares Core MSCI | PairCorr |
| 0.95 | EEM | iShares MSCI Emerging | PairCorr |
| 0.97 | SPEM | SPDR Portfolio Emerging | PairCorr |
| 0.94 | FNDE | Schwab Fundamental | PairCorr |
| 0.95 | DGS | WisdomTree Emerging | PairCorr |
Moving against IShares Etf
| 0.85 | FNGD | MicroSectors FANG Index | PairCorr |
| 0.7 | HUM | Humana Inc Earnings Call Tomorrow | PairCorr |
IShares Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. IShares ESG's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding IShares ESG or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Business Concentration | Theme ETFs, Strategy ETFs, Diversified Emerging Mkts, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2016-06-28 |
| Benchmark | MSCI Emerging Markets Extended ESG Focus Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 3.93 Billion |
| Average Trading Valume | 807,613 |
| Asset Type | Equity |
| Category | Strategy |
| Focus | Theme |
| Market Concentration | Emerging Markets |
| Region | Emerging Markets |
| Administrator | State Street Bank and Trust Company |
| Advisor | BlackRock Fund Advisors |
| Custodian | State Street Bank and Trust Company |
| Distributor | BlackRock Investments, LLC |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Aug |
| Exchange | NASDAQ |
| Number of Constituents | 369 |
| Market Maker | Jane Street |
| Total Expense | 0.25 |
| Management Fee | 0.25 |
| Country Name | USA |
| Returns Y T D | (2.87) |
| Name | iShares ESG Aware MSCI EM ETF |
| Currency Code | USD |
| Open Figi | BBG00D7BDH61 |
| In Threey Volatility | 18.6 |
| 1y Volatility | 16.27 |
| 200 Day M A | 31.3846 |
| 50 Day M A | 31.9754 |
| Code | ESGE |
| Updated At | 22nd of April 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | (0.44) |
iShares ESG Aware [ESGE] is traded in USA and was established 2016-06-28. The fund is listed under Diversified Emerging Mkts category and is part of iShares family. The entity is thematically classified as Theme ETFs. iShares ESG Aware currently have 3.75 B in assets under management (AUM). , while the total return for the last 3 years was -8.5%.
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.
iShares ESG Aware Currency Exposure
iShares ESG Aware holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of IShares ESG will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in iShares ESG Aware.
Top iShares ESG Aware Etf Constituents
| 011790 | SKC Co | Stock | Materials |
| 8869 | Press Metal Bhd | Stock | Metals & Mining |
| 066570 | LG Electronics | Stock | Consumer Discretionary |
| ADVANC | Advanced Info Service | Stock | Communication Services |
| TATAELXSI | Tata Elxsi Limited | Stock | Information Technology |
| AKBNK | Akbank TAS | Stock | Financials |
| GFI | Gold Fields | Stock | Gold |
IShares ESG Target Price Odds Analysis
What are IShares ESG's target price odds to finish over the current price? Based on a normal probability distribution, the odds of IShares ESG jumping above the current price in 90 days from now is about 59.17%. The iShares ESG Aware probability density function shows the probability of IShares ESG etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days IShares ESG has a beta of 0.9399 suggesting iShares ESG Aware market returns are highly-sensitive to returns on the market. As the market goes up or down, IShares ESG is expected to follow. Additionally, iShares ESG Aware has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of IShares ESG to move above the current price in 90 days from now is about 59.17 (This iShares ESG Aware probability density function shows the probability of IShares Etf to fall within a particular range of prices over 90 days) .
IShares ESG Top Holders
| GAHPX | Goldman Sachs Emerging | Mutual Fund | Diversified Emerging Mkts |
| LEJKX | Blackrock Lifepath Esg | Mutual Fund | Target-Date 2035 |
| LELAX | Blackrock Lifepath Esg | Mutual Fund | Target-Date 2025 |
| LENAX | Blackrock Lifepath Esg | Mutual Fund | Target-Date 2030 |
| EAOA | iShares ESG Aware | Etf | Moderately Aggressive Allocation |
| LEPKX | Blackrock Lifepath Esg | Mutual Fund | Target-Date 2050 |
| LENIX | Blackrock Lifepath Esg | Mutual Fund | Target-Date 2030 |
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.
| Risk Adjusted Performance | 0.0468 | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.05) | |||
| Sortino Ratio | (0.03) |
IShares ESG Against Markets
Picking the right benchmark for IShares ESG etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in IShares ESG etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for IShares ESG is critical whether you are bullish or bearish towards iShares ESG Aware at a given time. Please also check how IShares ESG's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in IShares ESG without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy IShares Etf?
Before investing in IShares ESG, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in IShares ESG. To buy IShares ESG etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of IShares ESG. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase IShares ESG etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located iShares ESG Aware etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased iShares ESG Aware etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as iShares ESG Aware, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy IShares Etf please use our How to Invest in IShares ESG guide.
Already Invested in iShares ESG Aware?
The danger of trading iShares ESG Aware is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of IShares ESG is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than IShares ESG. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile iShares ESG Aware is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
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 tightly coupled with the direction of predictive economic indicators such as signals in price. Note that the iShares ESG Aware information on this page should be used as a complementary analysis to other IShares ESG's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. 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.