iShares ESG Aware MSCI USA ETFESGU
ESGU
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
0% more funds holding in top 10
Funds holding in top 10: 24 [Q4 2024] → 24 (+0) [Q1 2025]
5% less funds holding
Funds holding: 778 [Q4 2024] → 741 (-37) [Q1 2025]
5.54% less ownership
Funds ownership: 82.15% [Q4 2024] → 76.61% (-5.54%) [Q1 2025]
10% less capital invested
Capital invested by funds: $10.9B [Q4 2024] → $9.8B (-$1.05B) [Q1 2025]
25% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 61
28% less repeat investments, than reductions
Existing positions increased: 239 | Existing positions reduced: 332
Research analyst outlook
We haven’t received any recent analyst ratings for ESGU.
Financial journalist opinion
Neutral
Zacks Investment Research
1 month ago
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.
Negative
Seeking Alpha
2 months ago
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.
Neutral
Zacks Investment Research
3 months ago
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.
Neutral
Zacks Investment Research
5 months ago
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.
Neutral
Zacks Investment Research
7 months ago
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.
Neutral
Zacks Investment Research
9 months ago
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.
Neutral
Seeking Alpha
11 months ago
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.
Neutral
Zacks Investment Research
1 year ago
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.
Positive
Zacks Investment Research
1 year ago
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.
Positive
Zacks Investment Research
1 year ago
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.
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