iShares ESG Aware MSCI USA ETF (ESGU)

• Market cap: $12.6B
• 1 day: 2.15%
• 5 days: -0.78%
• 1 month: -7.96%
• 3 months: -8.08%
• 6 months: -0.82%
• Year to date: -4.52%
• 1 year: 8.65%
• 5 years: 130.45%
• 10 years: 154.52%

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

90% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 52

26% more funds holding in top 10

Funds holding in top 10: 19 [Q3] → 24 (+5) [Q4]

4% more funds holding

Funds holding: 730 [Q3] → 761 (+31) [Q4]

7.59% less ownership

Funds ownership: 87.71% [Q3] → 80.12% (-7.59%) [Q4]

10% less capital invested

Capital invested by funds: $11.7B [Q3] → $10.6B (-$1.11B) [Q4]

28% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 317