iShares ESG Aware MSCI USA ETF (ESGU)

• Market cap: $11.8B
• 1 day: 0.12%
• 5 days: 0.72%
• 1 month: -7.32%
• 3 months: -12.90%
• 6 months: -10.33%
• Year to date: -10.85%
• 1 year: 4.42%
• 5 years: 78.74%
• 10 years: 137.63%

Fund manager confidence

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

104% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 51

26% more funds holding in top 10

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

5% more funds holding

Funds holding: 730 [Q3] → 770 (+40) [Q4]

5% more capital invested

Capital invested by funds: $10.3B [Q3] → $10.8B (+$535M) [Q4]

4.76% more ownership

Funds ownership: 77.34% [Q3] → 82.1% (+4.76%) [Q4]

28% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 319