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Upturn AI SWOT - About
iShares Environmentally Aware Real Estate ETF (ERET)
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Upturn Advisory Summary
10/24/2025: ERET (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 12.14% | Avg. Invested days 40 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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 equities that may demonstrate positive environmental characteristics.
Reputation and Reliability
iShares is a well-established and reputable ETF provider, known for its broad range of investment products and reliable tracking performance.
Management Expertise
BlackRock, the issuer of iShares ETFs, has extensive experience and expertise in managing various investment strategies, including those focused on real estate and ESG factors.
Investment Objective
Goal
To track the investment results of an index composed of U.S. real estate equities that may demonstrate positive environmental characteristics.
Investment Approach and Strategy
Strategy: Tracks the investment results of the MSCI USA ESG Screened Real Estate Select Index.
Composition Primarily holds stocks of real estate companies in the U.S.
Market Position
Market Share: The market share of ESH within the broader real estate ETF market is relatively small, as it focuses on a niche segment of environmentally conscious real estate investments.
Total Net Assets (AUM): 37725104
Competitors
Key Competitors
- VNQ
- REM
- IYR
Competitive Landscape
The real estate ETF market is highly competitive. ESH's advantage lies in its ESG focus, attracting investors interested in environmentally responsible real estate investments. However, it faces competition from larger, more diversified REIT ETFs like VNQ and IYR, which offer broader exposure but may not prioritize environmental factors to the same extent.
Financial Performance
Historical Performance: Historical performance data is needed. It's important to note that past performance does not guarantee future results.
Benchmark Comparison: Benchmark comparison of ESH's performance to its benchmark is needed to assess its effectiveness.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
The ETF's average trading volume is relatively low, which might impact execution costs, depending on trade size.
Bid-Ask Spread
The bid-ask spread is typically moderate but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic factors such as interest rates, inflation, and GDP growth, as well as sector-specific trends in the real estate market and environmental regulations, can affect ESH.
Growth Trajectory
ESH's growth trajectory depends on increasing investor interest in ESG investing and the performance of the underlying real estate companies that meet its environmental criteria.
Moat and Competitive Advantages
Competitive Edge
ESH's competitive advantage is its focus on environmentally aware real estate investments, catering to investors with ESG mandates. This provides a niche market that differentiates it from broader real estate ETFs. The ETF offers exposure to companies that meet certain environmental standards. This unique investment strategy attracts investors looking to align their investments with their values. ESH provides diversification within the environmentally conscious real estate sector.
Risk Analysis
Volatility
ESH's historical volatility depends on the volatility of the underlying real estate stocks and broader market conditions. ESG-focused investments might add another dimension of volatility based on sentiment.
Market Risk
ESH is subject to market risk, including the risk of declining real estate values, interest rate risk, and economic downturns affecting the real estate sector.
Investor Profile
Ideal Investor Profile
Ideal investors are those seeking exposure to the real estate sector with a focus on environmental responsibility and ESG investing.
Market Risk
ESH is suitable for long-term investors who prioritize ESG factors and are willing to accept the risks associated with investing in the real estate sector.
Summary
iShares Environmentally Aware Real Estate ETF (ESH) offers targeted exposure to U.S. real estate companies with positive environmental characteristics. ESH is a niche ETF that appeals to investors seeking ESG-focused real estate investments. However, its smaller AUM and lower trading volume should be considered. The ETF's performance is subject to real estate market dynamics and broader economic conditions, making it suitable for long-term, ESG-conscious investors willing to accept market risk.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions. Past performance is not indicative of future results.
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.
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.