iShares ESG Aware MSCI USA ETF

ESGU

Market cap $14.5B

Overview Fund Activity

143.64 USD

-0.09

0.06%

At close Updated Sep 17, 4:00 PM EDT

1 day

-0.06%

5 days

0.52%

1 month

2.17%

3 months

10.2%

6 months

16.08%

Year to date

11.66%

1 year

15.9%

5 years

88.23%

10 years

197.64%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

100% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 31

8% more capital invested

Capital invested by funds: $9.8B [Q1] → $10.6B (+$794M) [Q2]

2% more funds holding

Funds holding: 745 [Q1] → 761 (+16) [Q2]

0.15% more ownership

Funds ownership: 76.64% [Q1] → 76.79% (+0.15%) [Q2]

25% less funds holding in top 10

Funds holding in top 10: 24 [Q1] → 18 (-6) [Q2]

27% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 325

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Financial journalist opinion

Zacks Investment Research

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

Launched on 12/01/2016, the iShares ESG Aware MSCI USA ETF (ESGU) is a smart beta exchange traded fund offering 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

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?

ESGU: Aligning ESG Values With Some Sacrifices

iShares ESG Aware MSCI USA ETF holds 285 U.S. stocks meeting ESG standards, with a higher expense ratio of 0.15% compared to similar funds. ESGU has slightly underperformed the S&P 500 since inception, attributed to higher exposure to mid-cap and small-cap stocks, leading to higher volatility and downside risk. ESGU's sector allocation and growth/value characteristics closely mirror the S&P 500, but it has a slightly lower concentration risk due to fewer top holdings.

ESGU: Aligning ESG Values With Some Sacrifices

Zacks Investment Research

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

Launched on 12/01/2016, the iShares ESG Aware MSCI USA ETF (ESGU) is a smart beta exchange traded fund offering 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

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

Making its debut on 12/01/2016, smart beta exchange traded fund iShares ESG Aware MSCI USA ETF (ESGU) provides investors 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

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?

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.

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