Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
iShares ESG Aware MSCI EAFE ETF (ESGD)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
10/24/2025: ESGD (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 -0.06% | Avg. Invested days 61 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.07 | 52 Weeks Range 71.01 - 89.34 | Updated Date 06/29/2025 |
52 Weeks Range 71.01 - 89.34 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares ESG Aware MSCI EAFE ETF
ETF Overview
Overview
The iShares ESG Aware MSCI EAFE ETF (ESGD) seeks to track the investment results of an index composed of companies that have positive environmental, social and governance (ESG) characteristics, as identified by the index provider, while exhibiting risk and return characteristics similar to those of the parent index.
Reputation and Reliability
BlackRock is one of the world's largest asset managers with a strong reputation and track record in the ETF market.
Management Expertise
BlackRock has a large team of experienced investment professionals managing a wide range of ETFs.
Investment Objective
Goal
Seeks to track the investment results of an index composed of companies that have positive environmental, social and governance (ESG) characteristics.
Investment Approach and Strategy
Strategy: The ETF tracks the MSCI EAFE ESG Focus Index, which is designed to provide exposure to companies with high ESG ratings relative to their sector peers.
Composition Primarily invests in stocks of companies located in developed countries excluding the US and Canada. The ETF's holdings are screened and weighted based on ESG factors.
Market Position
Market Share: ESGD holds a moderate market share within the ESG-focused EAFE ETF category.
Total Net Assets (AUM): 2970000000
Competitors
Key Competitors
- Xtrackers MSCI EAFE ESG Leaders Equity ETF (EAFE)
- Vanguard FTSE Social Index ETF (VFTAX)
Competitive Landscape
The competitive landscape includes other ESG-focused ETFs with varying screening methodologies and expense ratios. ESGD's advantage lies in BlackRock's established brand and broad investor base. However, competitors may offer lower expense ratios or different ESG screening criteria.
Financial Performance
Historical Performance: Historical performance data needs to be sourced from financial data providers.
Benchmark Comparison: The ETF's performance should be compared to the MSCI EAFE Index and the MSCI EAFE ESG Focus Index.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
The ETF's liquidity is generally good, with a reasonable average trading volume, facilitating easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating lower transaction costs for investors.
Market Dynamics
Market Environment Factors
Economic growth in developed markets ex-US, interest rate policies, and investor sentiment towards ESG investing impact ESGD's performance.
Growth Trajectory
The ETF's growth is tied to increasing investor interest in ESG investing and the performance of the underlying developed markets.
Moat and Competitive Advantages
Competitive Edge
ESGD benefits from BlackRock's brand recognition and large distribution network. The ETF's focus on ESG factors provides investors with a way to align their investments with their values. Its broad market exposure to developed markets ex-US provides diversification. Furthermore, ESGD's reasonable expense ratio and strong liquidity enhance its attractiveness to investors. It gives exposure to the MSCI EAFE ESG Focus Index.
Risk Analysis
Volatility
The ETF's volatility is similar to that of broad EAFE market indices.
Market Risk
The ETF is subject to market risk associated with equity investments in developed markets, including economic downturns and geopolitical events.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking ESG-focused international equity exposure, has a long-term investment horizon, and is comfortable with market fluctuations.
Market Risk
This ETF is suitable for long-term investors and passive index followers seeking ESG exposure.
Summary
The iShares ESG Aware MSCI EAFE ETF (ESGD) offers investors access to developed market equities ex-US with a focus on ESG factors. Its investment objective aims to track the MSCI EAFE ESG Focus Index. Backed by BlackRock's strong reputation, ESGD exhibits moderate volatility, making it suitable for long-term investors. The ETF offers decent liquidity with a relatively low expense ratio. It is susceptible to market risks inherent in equities and economic conditions in developed countries ex-US.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- Morningstar
- ETF.com
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Market share data may vary based on the source and reporting period.
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 Aware MSCI EAFE ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The underlying index is composed of large- and mid-capitalization developed market equities, excluding the U.S. and Canada that have positive environmental, social and governance characteristics as identified by the index provider while exhibiting risk and return characteristics similar to those of the parent index.
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.