iShares ESG Aware MSCI USA ETF
ESGU

$125.36

0.29%

Market Cap: $13.3B

0

Funds holding %

of 6,728 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

6% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 54

0% more funds holding

Funds holding: 722 [Q1] → 725 (+3) [Q2]

4% less capital invested

Capital invested by funds: $10.6B [Q1] → $10.2B (-$456M) [Q2]

3.93% less ownership

Funds ownership: 83.68% [Q1] → 79.75% (-3.93%) [Q2]

33% less funds holding in top 10

Funds holding in top 10: 30 [Q1] → 20 (-10) [Q2]

50% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 366

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Research analyst outlook

We haven’t received any recent analyst ratings for ESGU.

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Financial journalist opinion

Zacks Investment Research

Is iShares ESG Aware MSCI USA ETF (ESGU) a Strong ETF Right Now?

A smart beta exchange traded fund, the iShares ESG Aware MSCI USA ETF (ESGU) debuted on 12/01/2016, and offers broad exposure to the Style Box - All Cap Growth category of the market.

Is iShares ESG Aware MSCI USA ETF (ESGU) a Strong ETF Right Now?

ESGU: Pretty Much A Core S&P 500 Fund

iShares ESG Aware MSCI USA ETF offers exposure to ESG-friendly US stocks, selected based on ESG ratings and negative screening criteria. ESGU holdings overlap with S&P 500, raising questions about differentiation despite ESG criteria integration. ESGU competes with other ESG-themed ETFs, but may not offer significant differentiation in performance or sector composition compared to broader market proxies.

ESGU: Pretty Much A Core S&P 500 Fund

Zacks Investment Research

Is iShares ESG Aware MSCI USA ETF (ESGU) a Strong ETF Right Now?

A smart beta exchange traded fund, the iShares ESG Aware MSCI USA ETF (ESGU) debuted on 12/01/2016, and offers broad exposure to the Style Box - All Cap Growth category of the market.

Is iShares ESG Aware MSCI USA ETF (ESGU) a Strong ETF Right Now?

Zacks Investment Research

Protect Our Earth With 5 ETF & Stock Investing Strategies (Revised)

Rising global warming and its adverse impact on Earth makes it important for investors to be socially responsive while creating their investment portfolio. While these stocks and ETFs should gain, rising natural disasters should also boost businesses of disaster recovery stocks.

Protect Our Earth With 5 ETF & Stock Investing Strategies (Revised)

Zacks Investment Research

Protect Our Earth With 5 ETF & Stock Investing Strategies

Rising global warming and its adverse impact on Earth makes it important for investors to be socially responsive while creating their investment portfolio. While these stocks and ETFs should gain, rising natural disasters should also boost businesses of disaster recovery stocks.

Protect Our Earth With 5 ETF & Stock Investing Strategies

U.S. Weekly FundFlows Insight Report: Equity ETFs Attract Largest Weekly Net Inflows Since Dec. 20, 2023 For Fund Flows Week

U.S. Weekly FundFlows Insight Report: Equity ETFs Attract Largest Weekly Net Inflows Since Dec. 20, 2023 For Fund Flows Week

U.S. Weekly FundFlows Insight Report: Equity ETFs Attract Largest Weekly Net Inflows Since Dec. 20, 2023 For Fund Flows Week

Zacks Investment Research

Is iShares ESG Aware MSCI USA ETF (ESGU) a Strong ETF Right Now?

The iShares ESG Aware MSCI USA ETF (ESGU) made its debut on 12/01/2016, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - All Cap Growth category of the market.

Is iShares ESG Aware MSCI USA ETF (ESGU) a Strong ETF Right Now?

Zacks Investment Research

US Sustainable ETFs Face Record Outflows in 2023: Here's Why

While 2023 proved to be a challenging year for US sustainable funds including ETFs, the underlying principles of ESG investing remain relevant and are increasingly being incorporated into mainstream investment strategies.

US Sustainable ETFs Face Record Outflows in 2023: Here's Why

Zacks Investment Research

Is iShares ESG Aware MSCI USA ETF (ESGU) a Strong ETF Right Now?

The iShares ESG Aware MSCI USA ETF (ESGU) was launched on 12/01/2016, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - All Cap Growth category of the market.

Is iShares ESG Aware MSCI USA ETF (ESGU) a Strong ETF Right Now?

ESGU Chooses Ethics Without Adding Risk

iShares ESG Aware MSCI USA ETF is a passively managed fund that follows an ethical investing approach. The sector breakdown is very close to the S&P 500 index, as well as valuation and growth metrics. Quality looks better. The fund has shown similar performance and risk metrics to the S&P 500 since inception. It has moderately lagged other ESG ETFs in the last 3 years.

ESGU Chooses Ethics Without Adding Risk

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