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Upturn AI Summary
iShares ESG Aware MSCI USA ETF(ESGU)
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 ESGU
10/06/2026: ESGU (3-star) is a STRONG-BUY. BUY for 44 days. Simulated Profits (1.35%). Updated daily EoD!
The iShares ESG Aware MSCI USA ETF (ESGU) provides investors with diversified exposure to large- and mid-cap U.S. companies that meet specific ESG criteria. The fund effectively mirrors the broader U.S. equity market, making it an excellent 'core' holding for those who wish to exclude controversial industries while maintaining market-like risk and return profiles. Its primary strengths include its high liquidity, low expense ratio, and institutional management by BlackRock. Investors should be aware of concentration risks within the technology sector and the potential for performance variance against the standard S&P 500 during periods where excluded sectors, such as energy, significantly outperform. It is best suited for long-term investors prioritizing sustainability alongside traditional growth objectives.
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 | Strong fit | The fund provides high exposure to large-cap technology and growth-oriented companies. |
| Momentum investor | Strong fit while signal remains positive | As a large-cap equity fund, it captures market-wide momentum effectively. |
| Value investor | Mixed fit | While it holds value names, the ESG screens may remove certain deep-value energy or commodity firms. |
| Dividend/Income investor | Mixed fit | The fund focuses on growth and ESG traits rather than optimizing specifically for dividend yield. |
| Low-risk investor | Mixed fit | Equity market volatility remains a factor, though it is comparable to the broad market. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking long-term core equity exposure who desires to align their portfolio with ESG standards without significantly deviating from market-like returns.
Suitability
Best suited for long-term buy-and-hold investors looking for a sustainable alternative to traditional index funds.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As a pure equity fund, it is subject to standard broad market price fluctuations. |
| Market risk | High | The fund is fully exposed to systemic risks affecting the broader U.S. economy. |
| Concentration | Medium | The fund is well-diversified but weighted heavily toward top tech and financial holdings. |
| Tracking/expense | Low | The fund maintains a low expense ratio and tracks its benchmark with high precision. |
| Liquidity | Low | The underlying assets are highly liquid, resulting in minimal liquidity risk. |
| Business/sector quality | Low | ESG screening actually helps remove some companies with high-risk controversy profiles. |
Risk Analysis
Volatility
ESGU exhibits volatility consistent with the broader U.S. stock market, typically tracking the S&P 500's risk profile due to its diversified nature.
Market Risk
As an equity-heavy ETF, the fund is exposed to systemic risks including macroeconomic downturns, geopolitical events, and market-wide liquidity shocks.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Information Technology | 32 | This sector provides the primary growth engine and largest allocation within the fund. |
| Sector | Financials | 14 | Financial holdings offer exposure to the broader U.S. economy's credit and banking strength. |
| Sector | Health Care | 12 | Health care stocks serve as a defensive component within the ESG-screened portfolio. |
| Sector | Consumer Discretionary | 11 | Exposure to companies sensitive to consumer spending and economic cycles. |
| Other | Other Sectors (Industrials, Communication, etc.) | 31 | Remaining assets provide broad diversification across the balance of the U.S. equity market. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 40.81% | Avg. Invested days 65 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/06/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 6, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $18.07B |
| Issuer | iShares |
| Expense Ratio | 0.15% |
| Distribution Yield | 0.93% |
| Inception | Dec 1, 2016 |
Performance
| Period | Total Return |
|---|---|
| YTD | +13.86% |
| 1 Year | +16.19% |
| 3 Year | +22.91% |
| 5 Year | +12.53% |
| 10 Year | +0.00% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 13.52% |
| 3Y Volatility | 12.87% |
| 3Y Sharpe Ratio | 1.3 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 5 / 5 |
| Benchmark | S&P 500 TR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 42.53% |
| Large Cap | 32.09% |
| Mid Cap | 24.75% |
| Small Cap | 0.47% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 41.10% |
| Financial Services | 11.30% |
| Healthcare | 9.70% |
| Communication Services | 9.16% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 19.6x |
| Portfolio P/B | 4.68x |
| Portfolio P/S | 3.05x |
| Holdings Turnover | 25.0% |
Top Holdings
| Holding | Weight |
|---|---|
| NVIDIA | 8.12% |
| Apple | 7.26% |
| Microsoft | 5.55% |
| Amazon | 3.58% |
| Alphabet Class C | 3.46% |
Upturn AI Summary
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.
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