ESGD
iShares Trust iShares ESG Aware MSCI EAFE ETF
📎 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
Performance
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 |
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