iShares ESG Aware MSCI USA ETF (ESGU)

• Market cap: $13.4B
• 1 day: 1.24%
• 5 days: -2.59%
• 1 month: -0.03%
• 3 months: 3.65%
• 6 months: 8.75%
• Year to date: 24.70%
• 1 year: 25.85%
• 5 years: 82.50%
• 10 years: 169.25%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

1% less funds holding

Funds holding: 733 [Q2] → 726 (-7) [Q3]

3% less capital invested

Capital invested by funds: $10.6B [Q2] → $10.3B (-$281M) [Q3]

5.75% less ownership

Funds ownership: 82.98% [Q2] → 77.23% (-5.75%) [Q3]

12% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 60

14% less funds holding in top 10

Funds holding in top 10: 21 [Q2] → 18 (-3) [Q3]

22% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 300