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Upturn AI SWOT - About
iShares ESG Aware MSCI USA ETF (ESGU)
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Upturn Advisory Summary
08/29/2025: ESGU (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 35.45% | Avg. Invested days 64 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.02 | 52 Weeks Range 104.92 - 134.74 | Updated Date 06/29/2025 |
52 Weeks Range 104.92 - 134.74 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares ESG Aware MSCI USA ETF
ETF Overview
Overview
The iShares ESG Aware MSCI USA ETF (ESGU) aims to provide investment results that correspond to the price and yield performance of the MSCI USA ESG Focus Index. The fund seeks to offer exposure to U.S. companies with high environmental, social, and governance (ESG) ratings relative to their sector peers. Asset allocation predominantly focuses on large- and mid-cap U.S. equities, adhering to socially responsible investing principles.
Reputation and Reliability
BlackRock, the issuer of iShares ETFs, is one of the world's largest asset managers, known for its extensive ETF lineup and strong track record.
Management Expertise
BlackRock has a highly experienced management team with extensive expertise in ETF development, management, and trading across various asset classes and investment strategies.
Investment Objective
Goal
To track the investment results of the MSCI USA ESG Focus Index, which measures the performance of U.S. companies with high ESG ratings.
Investment Approach and Strategy
Strategy: The ETF uses a 'passive' or indexing investment approach to track the MSCI USA ESG Focus Index.
Composition The ETF primarily holds U.S. large- and mid-cap equities selected based on ESG criteria. These include holdings in Information Technology, Health Care, and Financials sectors.
Market Position
Market Share: ESGU's market share is notable, particularly within the ESG-focused U.S. equity ETF category.
Total Net Assets (AUM): 30230000000
Competitors
Key Competitors
- Xtrackers MSCI USA ESG Leaders Equity ETF (USSG)
- Vanguard ESG U.S. Stock ETF (ESGV)
- Nuveen ESG Large-Cap Growth ETF (NULG)
Competitive Landscape
The ESG ETF market is competitive, with several providers offering similar ESG-focused U.S. equity products. ESGU benefits from BlackRock's established brand and extensive distribution network. However, competitors like USSG and ESGV offer slightly different index methodologies or expense ratios, leading to differentiated performance and investor appeal. ESGU's size and liquidity provide an advantage, while others may focus on lower costs.
Financial Performance
Historical Performance: Historical performance can vary depending on the time period. Consult financial resources for details.
Benchmark Comparison: The ETF's performance should be compared to the MSCI USA ESG Focus Index to evaluate its tracking efficiency.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
ESGU generally exhibits high liquidity, facilitating easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread for ESGU is typically tight, indicating efficient trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and investor sentiment toward ESG investing all influence ESGU's performance.
Growth Trajectory
The ETF's growth is tied to the increasing adoption of ESG investing strategies. Changes in the MSCI USA ESG Focus Index influence the fund's holdings and performance.
Moat and Competitive Advantages
Competitive Edge
ESGU benefits from BlackRock's strong brand recognition, extensive distribution network, and large asset base, offering high liquidity and efficient trading. The fund's focus on a well-established ESG index ensures consistent exposure to companies with high ESG ratings. It also provides exposure to US equities, with a tilt toward companies demonstrating strong ESG practices. The ETF's significant AUM allows for economies of scale, potentially leading to lower trading costs.
Risk Analysis
Volatility
The volatility of ESGU is generally comparable to the broader U.S. equity market.
Market Risk
ESGU is subject to market risk, meaning its value can fluctuate based on overall market conditions. Sector concentration, particularly in technology, can also impact performance.
Investor Profile
Ideal Investor Profile
The ideal investor is one who seeks to align their investments with ESG principles while maintaining exposure to the U.S. equity market.
Market Risk
ESGU is suitable for long-term investors, passive index followers, and those interested in sustainable investing.
Summary
The iShares ESG Aware MSCI USA ETF (ESGU) offers exposure to U.S. companies with strong ESG profiles. The ETF tracks the MSCI USA ESG Focus Index. BlackRock's brand and the ETF's liquidity provide advantages. The fund is suitable for investors seeking ESG-aligned U.S. equity exposure for the long term and is most appropriate for passive investment strategies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- MSCI Index Fact Sheet
- ETF.com
- Morningstar
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. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.
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 USA 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 may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The underlying index is an optimized equity index designed to reflect the equity performance of U.S. companies that have favorable environmental, social and governance (ESG) characteristics (as determined by the index provider), while exhibiting risk and return characteristics similar to those of the MSCI USA 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.