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iShares ESG Aware MSCI EM ETF (ESGE)
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Upturn Advisory Summary
11/11/2025: ESGE (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 2.31% | Avg. Invested days 55 | 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 11/11/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1 | 52 Weeks Range 30.22 - 39.25 | Updated Date 06/29/2025 |
52 Weeks Range 30.22 - 39.25 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares ESG Aware MSCI EM ETF
ETF Overview
Overview
The iShares ESG Aware MSCI EM ETF (ESGE) seeks to track the investment results of an index composed of emerging market equities that have positive environmental, social and governance (ESG) characteristics, relative to their sector peers. It provides exposure to large- and mid-sized companies in emerging markets, screened for ESG factors.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and a long track record of managing ETFs.
Management Expertise
BlackRock has a large and experienced team of investment professionals dedicated to managing ETFs.
Investment Objective
Goal
To track the investment results of an index composed of emerging market equities that have positive ESG characteristics relative to their sector peers.
Investment Approach and Strategy
Strategy: The ETF aims to track the MSCI EM ESG Aware Index.
Composition The ETF holds a diversified portfolio of stocks from emerging market countries, selected based on ESG criteria.
Market Position
Market Share: Data Unavailable. Market share constantly fluctuates.
Total Net Assets (AUM): 3450000000
Competitors
Key Competitors
- Vanguard ESG Emerging Markets Stock ETF (VESE)
- Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF (EEML)
- iShares MSCI EM ESG Optimized ETF (ESGE)
Competitive Landscape
The ESG emerging market ETF landscape is competitive, with several providers offering similar strategies. ESGE benefits from BlackRock's brand recognition and scale, while competitors may offer slightly different ESG methodologies or lower expense ratios. ESGE's competitive advantage hinges on its ability to deliver comparable returns to its benchmark while adhering to its ESG criteria.
Financial Performance
Historical Performance: Historical financial performance is unavailable in this format, it is suggested to view online at financial platforms like Yahoo Finance
Benchmark Comparison: Benchmark Comparison unavailable in this format, it is suggested to view online at financial platforms like Yahoo Finance.
Expense Ratio: 0.18
Liquidity
Average Trading Volume
ESGE exhibits reasonable liquidity, facilitating trading activity.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating efficient trading.
Market Dynamics
Market Environment Factors
Economic growth in emerging markets, investor demand for ESG investments, and regulatory developments influence ESGE's performance.
Growth Trajectory
Growth depends on sustained emerging market growth and increasing adoption of ESG investing, while any changes in the underlying index's methodology or holdings are unlikely to impact performance substantially.
Moat and Competitive Advantages
Competitive Edge
ESGE's competitive edge lies in its combination of ESG screening and exposure to the broad emerging market universe, alongside BlackRock's established brand and distribution network. The ETF's selection process, based on the MSCI EM ESG Aware Index, filters companies based on environmental, social, and governance factors, appealing to investors seeking socially responsible investments. ESGE offers a diversified portfolio of emerging market equities, making it a potentially attractive choice for investors seeking growth opportunities in developing economies with an ESG tilt. BlackRock's scale and expertise provide ESGE with cost efficiencies and access to a wide range of resources, further enhancing its competitiveness.
Risk Analysis
Volatility
Emerging market equities can be volatile, and ESG screens may impact returns.
Market Risk
The ETF is subject to emerging market risk, currency risk, and the risk that ESG factors may negatively affect performance.
Investor Profile
Ideal Investor Profile
The ideal investor is looking for long-term capital appreciation with an ESG focus.
Market Risk
ESGE is best suited for long-term investors.
Summary
The iShares ESG Aware MSCI EM ETF (ESGE) offers investors a diversified exposure to emerging market equities with an ESG overlay. The fund tracks the MSCI EM ESG Aware Index, seeking to provide returns similar to its parent index while excluding companies with poor ESG profiles. ESGE is managed by BlackRock, a well-known ETF provider, and offers a relatively low expense ratio. While it is subject to emerging market and ESG risks, it may be suitable for investors seeking long-term growth with a focus on environmental, social, and governance factors. Investors should compare ESGE with other emerging market and ESG ETFs to ensure it aligns with their investment objectives and risk tolerance.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares website
- MSCI website
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data may not be exact and is subject to change.
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 EM 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 index is an optimized equity index designed to reflect the equity performance of companies that have favorable ESG characteristics, while exhibiting risk and return characteristics similar to those of the MSCI Emerging Markets Index (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.