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iShares Environmentally Aware Real Estate ETF (ERET)



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Upturn Advisory Summary
08/14/2025: ERET (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 12.23% | Avg. Invested days 49 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 22.73 - 27.69 | Updated Date 06/29/2025 |
52 Weeks Range 22.73 - 27.69 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Environmentally Aware Real Estate ETF
ETF Overview
Overview
The iShares Environmentally Aware Real Estate ETF (ESH) seeks to track the investment results of an index composed of U.S. real estate companies that may demonstrate positive environmental characteristics by exhibiting responsible environmental, social and governance (ESG) practices relative to their peers.
Reputation and Reliability
iShares is a well-established and reputable ETF issuer, known for its broad range of investment products and commitment to tracking indices effectively.
Management Expertise
BlackRock, the parent company of iShares, has extensive experience in asset management, providing strong resources and expertise for managing ETFs.
Investment Objective
Goal
To track the investment results of an index composed of U.S. real estate companies that may demonstrate positive environmental characteristics.
Investment Approach and Strategy
Strategy: The ETF aims to track the investment results of an index composed of U.S. real estate companies that may demonstrate positive environmental characteristics.
Composition The ETF primarily holds stocks of U.S. real estate companies exhibiting responsible ESG practices.
Market Position
Market Share: Data not readily available, varies and requires ongoing tracking.
Total Net Assets (AUM): 18270000
Competitors
Key Competitors
- Real Estate Select Sector SPDR Fund (XLRE)
- Vanguard Real Estate ETF (VNQ)
- Schwab U.S. REIT ETF (SCHH)
Competitive Landscape
The ETF industry for real estate is highly competitive, with several large players dominating the market share. ESH differentiates itself by focusing on environmentally aware real estate companies, offering a niche investment approach. ESH is smaller in size compared to VNQ or XLRE, the advantage of ESH lies in the ESG theme.
Financial Performance
Historical Performance: Data not readily available, requires ongoing tracking.
Benchmark Comparison: Data not readily available, requires ongoing tracking. Should be compared against a broad real estate index and a ESG-focused real estate index.
Expense Ratio: 0.18
Liquidity
Average Trading Volume
The ETF's liquidity is moderate, with sufficient trading volume for typical investor transactions.
Bid-Ask Spread
The bid-ask spread is generally tight, which minimizes trading costs for investors.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and real estate market trends influence the ETF's performance. Specific to ESH, increasing investor interest in ESG factors plays a significant role.
Growth Trajectory
Growth is dependent on ESG investment flows and overall real estate market performance; strategy changes are minimal.
Moat and Competitive Advantages
Competitive Edge
ESH's competitive edge lies in its focus on environmentally aware real estate companies, catering to the growing demand for sustainable investments. This niche focus attracts investors looking to align their portfolios with ESG principles. This environmentally conscious focus is a differentiator against broader real estate ETFs. However the AUM and trading volume is relatively low.
Risk Analysis
Volatility
Volatility is similar to the broader real estate market, influenced by economic cycles and interest rate sensitivity.
Market Risk
Specific risks include interest rate risk, property market downturns, and changes in ESG sentiment or standards.
Investor Profile
Ideal Investor Profile
The ideal investor is environmentally conscious, seeking exposure to the real estate sector with ESG considerations.
Market Risk
Suitable for long-term investors looking for sustainable investment options within the real estate sector.
Summary
The iShares Environmentally Aware Real Estate ETF (ESH) offers targeted exposure to U.S. real estate companies with positive environmental characteristics. With an expense ratio of 0.18%, ESH caters to investors seeking ESG-aligned real estate investments. While it has a smaller market share compared to larger competitors like XLRE and VNQ, ESH's niche focus on environmentally aware companies provides a competitive advantage. The fund is suited for long-term investors interested in sustainable investing, although investors should consider the overall real estate sector's inherent risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market data is subject to change. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
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 Environmentally Aware Real Estate ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
It invests at least 90% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the index. It is non-diversified.

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