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- Upturn Summary
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Upturn AI Summary
iShares ESG Aware MSCI EM ETF(ESGE)
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 ESGE
11/06/2026: ESGE (2-star) is currently NOT-A-BUY. Pass it for now.
The iShares ESG Aware MSCI EM ETF (ESGE) offers diversified exposure to large- and mid-cap companies in emerging markets, filtered for positive ESG characteristics. It provides a balanced approach for investors looking to participate in emerging economy growth while applying sustainability standards. Its key strengths include the reputable management of iShares, competitive fees, and solid liquidity. Primary risks involve the inherent volatility of emerging markets, geopolitical factors, and the limitations of ESG-based exclusion strategies. This fund is generally well-suited for long-term investors seeking to integrate sustainability into their global equity allocation.
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 emerging market growth, the ESG filter may exclude certain high-growth companies that do not meet sustainability criteria. |
| Momentum investor | Strong fit while signal remains positive | It can capture regional trends when emerging markets are in a sustained uptrend, provided the ESG criteria do not limit the momentum winners. |
| Value investor | Strong fit | Emerging markets often present lower valuations compared to developed markets, offering value opportunities within an ESG framework. |
| Dividend/Income investor | Mixed fit | The fund holds a diverse basket of dividend-paying emerging market equities, but it is not specifically focused on high-yield income. |
| Low-risk investor | Weak fit | Emerging markets are inherently volatile and subject to geopolitical and currency risks that are unsuitable for low-risk profiles. |
Investor Profile
Ideal Investor Profile
Investors seeking long-term growth and geographic diversification who wish to align their emerging market allocation with ESG principles.
Suitability
Best suited for long-term investors holding this as a core or satellite position in a diversified global portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Emerging markets frequently exhibit higher price swings than developed markets due to political and economic instability. |
| Market risk | High | The fund is fully exposed to systemic risks associated with international equity market movements. |
| Concentration | Medium | The portfolio is well-diversified, though heavy weightings in specific nations like China can introduce country-specific risks. |
| Tracking/expense | Low | The fund maintains a competitive expense ratio and highly efficient tracking relative to its benchmark. |
| Liquidity | Medium | Underlying market access in some emerging nations can occasionally become constrained during times of severe market stress. |
| Business/sector quality | Medium | ESG screening inherently limits the investment universe, which may exclude specific sectors or companies regardless of their performance. |
Risk Analysis
Volatility
High historical volatility consistent with broader emerging market equity benchmarks, prone to sharp cyclical swings.
Market Risk
Subject to idiosyncratic country risks, currency fluctuation, and reliance on global trade conditions.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | China (Equity Holdings) | 25 | Provides significant exposure to the largest emerging market economy with an ESG-screened tilt. |
| Geography | Taiwan (Equity Holdings) | 18 | Offers exposure to key semiconductor and technology manufacturing hubs within emerging markets. |
| Geography | India (Equity Holdings) | 17 | Captures growth potential from the rapidly expanding Indian corporate sector. |
| Geography | South Korea (Equity Holdings) | 12 | Includes exposure to high-tech and industrial companies in a mature emerging market. |
| Other | Other Emerging Markets and Cash | 28 | Diversifies risk across various smaller emerging market economies and temporary cash positions. |
Analysis of Past Performance
Type ETF | Historic Profit 8.69% | Avg. Invested days 56 | 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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