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Upturn AI SWOT - About
iShares ESG Advanced MSCI EM ETF (EMXF)
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Upturn Advisory Summary
08/14/2025: EMXF (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -0.62% | Avg. Invested days 42 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.94 | 52 Weeks Range 33.60 - 42.93 | Updated Date 06/30/2025 |
52 Weeks Range 33.60 - 42.93 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares ESG Advanced MSCI EM ETF
ETF Overview
Overview
The iShares ESG Advanced MSCI EM ETF (EMCR) aims to provide investment results that correspond to the performance of the MSCI EM Extended ESG Focus Index. It focuses on emerging market equities with enhanced ESG characteristics. The ETF seeks to maximize exposure to securities with positive environmental, social, and governance (ESG) characteristics while minimizing exposure to those with negative characteristics.
Reputation and Reliability
iShares is a well-established and reputable ETF issuer with a long track record of providing diverse and reliable investment products.
Management Expertise
BlackRock, the parent company of iShares, has extensive experience and expertise in managing ETFs and other investment vehicles.
Investment Objective
Goal
To track the investment results of the MSCI EM Extended ESG Focus Index, which is designed to select securities from the MSCI Emerging Markets Index with enhanced ESG profiles.
Investment Approach and Strategy
Strategy: Tracks a specific index (MSCI EM Extended ESG Focus Index).
Composition Primarily holds stocks of companies in emerging markets that exhibit strong ESG characteristics.
Market Position
Market Share: Data unavailable to provide an accurate market share
Total Net Assets (AUM): 266735128
Competitors
Key Competitors
- VWO
- IEMG
- EEM
Competitive Landscape
The emerging markets ETF landscape is highly competitive. EMCR differentiates itself by focusing on ESG factors, which may appeal to socially conscious investors. However, its AUM is relatively small compared to larger, more established ETFs like VWO and IEMG, which offer broader market exposure at potentially lower expense ratios but without the same ESG focus.
Financial Performance
Historical Performance: Data unavailable to provide historical performance.
Benchmark Comparison: Data unavailable to provide benchmark comparison.
Expense Ratio: 0.18
Liquidity
Average Trading Volume
The average trading volume of EMCR provides sufficient liquidity for most investors, facilitating relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating efficient trading and low transaction costs.
Market Dynamics
Market Environment Factors
Economic growth in emerging markets, investor sentiment towards ESG investing, and global macroeconomic conditions influence the performance of EMCR.
Growth Trajectory
The ETF's growth is tied to the increasing popularity of ESG investing and the performance of emerging markets. Changes to strategy and holdings are dictated by the index methodology and ESG screening process.
Moat and Competitive Advantages
Competitive Edge
EMCR's competitive advantage lies in its focused ESG approach within the emerging markets space. This appeals to investors seeking to align their investments with their values. The iShares brand provides further credibility. However, its smaller size and potentially higher expense ratio compared to broader emerging market ETFs could be disadvantages.
Risk Analysis
Volatility
EMCR's volatility is likely to be similar to that of the broader emerging markets, which are generally more volatile than developed markets.
Market Risk
EMCR is subject to market risk associated with emerging market equities, including political instability, currency fluctuations, and economic downturns.
Investor Profile
Ideal Investor Profile
Investors who are seeking exposure to emerging market equities and prioritize ESG factors would be suitable for this ETF.
Market Risk
EMCR is suitable for long-term investors who are comfortable with the risks associated with emerging markets and have a preference for ESG investments.
Summary
The iShares ESG Advanced MSCI EM ETF (EMCR) offers exposure to emerging market equities with an emphasis on environmental, social, and governance (ESG) factors. It tracks the MSCI EM Extended ESG Focus Index, targeting companies with strong ESG profiles. While EMCR offers a socially responsible investment option, its AUM is relatively smaller compared to broader emerging market ETFs. Investors should consider its ESG focus, expense ratio, and potential volatility when making investment decisions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- Morningstar
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market share data unavailable.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares ESG Advanced MSCI EM ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is a free float-adjusted market capitalization-weighted index designed to reflect the equity performance of large- and mid-capitalization emerging market companies with favorable ESG ratings while applying extensive screens, including removing fossil fuel exposure. The fund generally will invest at least 90% of its assets in the component securities of the index and in investments that have economic characteristics that are substantially identical to the component securities of the index. It is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.