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iShares ESG Aware MSCI EM ETF (ESGE)



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Upturn Advisory Summary
07/16/2025: ESGE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit -9.61% | Avg. Invested days 44 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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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 characteristics.
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.
Management Expertise
BlackRock has extensive experience and expertise in managing ETFs and passive investment strategies.
Investment Objective
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
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.
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).

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