ESGD

iShares Trust iShares ESG Aware MSCI EAFE ETF

$94.74
+0.00%
Market closed. Last update: 10:57 PM ET

📎 Investment Objective

The iShares ESG Aware MSCI EAFE ETF seeks to track the investment results of an index composed of large- and mid-capitalization developed market equities, excluding the U.S. and Canada, that have positive environmental, social and governance (ESG) characteristics.

Overview

ETF tracking iShares Trust iShares ESG Aware MSCI EAFE ETF

Category ESG
Issuer BlackRock
Inception Date 2016-06-30
Market Cap $10.4B
Average Volume N/A
Dividend Yield 2.78%
52-Week Range $73.02 - $96.06
VWAP $94.70

Performance

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Price Chart

Investment Summary

📎 Investment Objective

The iShares ESG Aware MSCI EAFE ETF seeks to track the investment results of an index composed of large- and mid-capitalization developed market equities, excluding the U.S. and Canada, that have positive environmental, social and governance (ESG) characteristics.

🎯 Investment Strategy

The ETF invests in a portfolio of securities that, as a whole, has environmental, social and governance characteristics that the index provider has determined to be favorable compared to the broader developed international equity market, excluding the U.S. and Canada.

✨ Key Features

  • Provides exposure to developed international equities with positive ESG characteristics
  • Tracks the MSCI EAFE ESG Focus Index, which selects and weights companies based on their ESG ratings
  • Aims to offer market-like returns with a tilt towards more sustainable companies
  • Relatively low expense ratio compared to many other ESG-focused ETFs

⚠️ Primary Risks

  • Market risk - The value of the ETF's holdings may decline due to general market and economic conditions
  • ESG investment risk - The ETF's ESG focus may cause it to perform differently than funds that do not have an ESG mandate
  • Foreign investment risk - Investing in non-U.S. securities may be subject to additional risks such as currency fluctuations
  • Concentration risk - The ETF may be more susceptible to factors affecting a particular sector or region

👤 Best For

This ETF may be suitable for long-term investors seeking exposure to developed international equities with a focus on environmental, social and governance factors. It could be a component of a diversified portfolio for investors interested in incorporating ESG considerations.

Top Holdings

Rank Ticker Name Weight Sector
1 ASML ASML HOLDING NV 2.18% Information Technology
2 SAP SAP 1.47% Information Technology
3 NOVN NOVARTIS AG 1.44% Health Care
4 AZN ASTRAZENECA PLC 1.29% Health Care
5 HSBA HSBC HOLDINGS PLC 1.22% Financials
6 6758 SONY GROUP CORP 1.10% Consumer Discretionary
7 NESN NESTLE SA 1.09% Consumer Staples
8 SIE SIEMENS N AG 1.04% Industrials
9 TTE TOTALENERGIES 0.95% Energy
10 SU SCHNEIDER ELECTRIC 0.92% Industrials
11 SAN BANCO SANTANDER SA 0.92% Financials
12 SHEL SHELL PLC 0.89% Energy
13 MC LVMH 0.87% Consumer Discretionary
14 CBA COMMONWEALTH BANK OF AUSTRALIA 0.87% Financials
15 ABBN ABB LTD 0.86% Industrials