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ESGE
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iShares ESG Aware MSCI EM ETF (ESGE)

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$39.82
Last Close (24-hour delay)
Profit since last BUY11.51%
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BUY since 46 days
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Upturn Advisory Summary

07/16/2025: ESGE (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 -9.61%
Avg. Invested days 44
Today’s Advisory Consider higher Upturn Star rating
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Upturn Advisory Performance Upturn Advisory Performance 2.0
ETF Returns Performance Upturn Returns Performance 1.0
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Upturn Profits based on simulationUpturn Profits based on simulation Last Close 07/16/2025

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

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iShares ESG Aware MSCI EM ETF

ETF Overview

overview logo 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 characteristics.

reliability logo Reputation and Reliability

iShares is a well-established and reputable ETF provider managed by BlackRock, the world's largest asset manager, known for its reliability and wide range of investment products.

reliability logo Management Expertise

BlackRock has extensive experience and expertise in managing ETFs and passive investment strategies.

Investment Objective

overview logo Goal

To track the investment results of an index composed of emerging market equities that have positive environmental, social and governance characteristics.

Investment Approach and Strategy

Strategy: The ETF aims to track the MSCI EM ESG Aware Index, which screens companies based on ESG factors.

Composition The ETF primarily holds stocks of companies located in emerging market countries.

Market Position

Market Share: Data unavailable.

Total Net Assets (AUM): 3610000000

Competitors

overview logo Key Competitors

  • Vanguard ESG Emerging Markets Stock ETF (VESE)
  • Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF (EEML)
  • iShares ESG MSCI EM Leaders ETF (LDEM)

Competitive Landscape

The competitive landscape includes other ESG-focused emerging market ETFs. ESGE benefits from BlackRock's brand and scale, while competitors might offer slightly different ESG screening methodologies or expense ratios. Competition drives innovation in ESG offerings.

Financial Performance

Historical Performance: Historical performance data not included. Refer to official fund factsheet for historical data.

Benchmark Comparison: Benchmark comparisons not included. Refer to official fund factsheet for benchmark comparison data.

Expense Ratio: 0.17

Liquidity

Average Trading Volume

The ETF's average trading volume is moderate, generally indicating sufficient liquidity for typical trading activities.

Bid-Ask Spread

The bid-ask spread is typically tight, reflecting reasonable trading costs for investors.

Market Dynamics

Market Environment Factors

Economic growth in emerging markets, global trade policies, and investor sentiment towards ESG investing influence ESGE's performance.

Growth Trajectory

Growth depends on increased adoption of ESG investing, the performance of emerging markets, and the fund's ability to track its index effectively.

Moat and Competitive Advantages

Competitive Edge

ESGE leverages iShares' established brand and distribution network. It benefits from a relatively low expense ratio compared to some competitors. Its focus on ESG factors provides a distinct appeal to socially conscious investors. BlackRock's expertise in index tracking contributes to the ETF's performance. The ETF's size can sometimes lead to better liquidity.

Risk Analysis

Volatility

Volatility is tied to the inherent volatility of emerging markets and the specific ESG screens applied. It may exhibit higher volatility than developed market ETFs.

Market Risk

Market risk stems from fluctuations in emerging market equities, geopolitical events, and currency risks. Specific ESG criteria may exclude certain high-performing sectors or companies, potentially impacting returns.

Investor Profile

Ideal Investor Profile

The ideal investor is seeking exposure to emerging markets while prioritizing environmental, social, and governance factors. It's suitable for investors who believe ESG considerations can enhance long-term returns.

Market Risk

The ETF is suitable for long-term investors and passive index followers interested in ESG-focused emerging market exposure.

Summary

The iShares ESG Aware MSCI EM ETF offers exposure to emerging market equities with a focus on ESG factors. It is managed by BlackRock's iShares, a well-known ETF provider. The fund tracks the MSCI EM ESG Aware Index and aims to provide investors with a socially responsible investment option. It is suitable for long-term investors seeking ESG exposure in emerging markets and willing to accept emerging market volatility. AUM provides substantial backing and the expense ratio is competetive.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • iShares official website
  • ETF.com
  • Morningstar

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions and fund performance are subject to change.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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).