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- Upturn Summary
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Upturn AI Summary
iShares ESG Aware MSCI EAFE ETF(ESGD)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for ESGD
11/06/2026: ESGD (2-star) is currently NOT-A-BUY. Pass it for now.
ESGD provides diversified exposure to large- and mid-cap developed market equities in Europe, Australasia, and the Far East, utilizing a systematic ESG screening process to exclude controversial firms. As a product from BlackRock's iShares, it offers strong liquidity and reliable benchmark tracking, though it comes with a higher expense ratio than standard, non-screened international funds. The ETF is best suited for long-term investors aiming to align their international equity portfolio with ESG values. Key risks include broad market volatility, unhedged currency exposure, and potential sector drift resulting from ESG exclusions. Investors should monitor shifts in ESG regulations and global economic trends affecting developed international markets.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While it captures developed market growth, the ESG filter may exclude high-growth companies that do not meet sustainability criteria. |
| Momentum investor | Mixed fit | Momentum investors may find the ESG constraint limits exposure to specific market-leading segments. |
| Value investor | Mixed fit | The fund captures international value, but ESG screening may skew the valuation profile compared to traditional indices. |
| Dividend/Income investor | Strong fit | The underlying holdings consist of large-cap international firms that are often consistent dividend payers. |
| Low-risk investor | Mixed fit | International markets inherently carry currency and geopolitical risks despite the ESG quality tilt. |
Investor Profile
Ideal Investor Profile
Investors seeking international equity diversification with an explicit commitment to ESG principles.
Suitability
Best suited for long-term investors looking to build a sustainable core portfolio for their international equity allocation.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | International equities are subject to fluctuations based on global economic conditions. |
| Market risk | High | The fund is fully exposed to equity market downturns in developed international regions. |
| Concentration | Medium | While broad, the ESG focus may cause sector weightings to deviate from standard indices. |
| Tracking/expense | Low | The fund tracks its index efficiently with a moderate expense ratio. |
| Liquidity | Low | High trading volume ensures efficient entry and exit for most retail positions. |
| Business/sector quality | Medium | ESG screening filters out companies with controversial business practices, potentially improving quality. |
Risk Analysis
Volatility
ESGD exhibits volatility comparable to broad international equity indices, with occasional variance due to ESG-screened sector concentrations.
Market Risk
Primary risks include equity market exposure in EAFE countries, geopolitical tension, and fluctuations in foreign currencies against the USD.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Developed Markets (ex-US/Canada) | 99 | This provides broad diversification across international developed economies. |
| Cash/collateral | Cash and Cash Equivalents | 1 | Minimal cash is held to manage liquidity and facilitate daily fund operations. |
Analysis of Past Performance
Type ETF | Historic Profit 9.44% | Avg. Invested days 76 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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