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- Upturn Summary
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Upturn AI Summary
iShares ESG MSCI USA Min Vol Factor ETF(ESMV)
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 ESMV
11/06/2026: ESMV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
ESMV offers exposure to U.S. stocks optimized for minimum volatility while applying an ESG-compliant filter. It stands as a reliable, cost-effective option for investors seeking to participate in equity markets while mitigating the impact of market turbulence. The fund serves as a defensive cornerstone, though it may trail broad indices during rapid market recoveries. Key risks include sector-specific sensitivities and potential performance drag in high-growth environments. It is best suited for risk-conscious long-term investors who prioritize sustainable investment criteria alongside capital preservation.
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 | Weak fit | This fund is designed to minimize risk rather than maximize capital appreciation in fast-moving growth markets. |
| Momentum investor | Weak fit | The defensive, low-volatility nature of the holdings often runs counter to momentum strategies that seek outperforming, high-beta assets. |
| Value investor | Mixed fit | While it selects stocks based on volatility, it does not specifically target undervalued stocks, though there is often overlap in defensive sectors. |
| Dividend/Income investor | Mixed fit | It provides exposure to defensive, mature companies that may pay dividends, but is not an income-dedicated product. |
| Low-risk investor | Strong fit | Its primary mandate is to provide a smoother ride through equity markets, making it highly suitable for risk-averse investors. |
Investor Profile
Ideal Investor Profile
The ideal investor is a conservative or risk-averse long-term holder seeking equity market exposure while prioritizing downside protection and ESG alignment.
Suitability
Best suited for passive long-term investors looking to build a resilient core portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Low | The fund is specifically engineered to have lower volatility than the broader equity market. |
| Market risk | Medium | As an equity fund, it remains exposed to systematic downturns that affect the entire U.S. stock market. |
| Concentration | Medium | The focus on low-volatility and ESG characteristics may lead to sector overweights compared to the S&P 500. |
| Tracking/expense | Low | BlackRock's efficient management keeps tracking error and operational costs relatively low. |
| Liquidity | Medium | Lower trading volumes compared to massive flagship ETFs may lead to wider spreads during periods of extreme market stress. |
| Business/sector quality | Low | The ESG screen filters out companies with poor sustainability metrics, potentially improving long-term business quality. |
Risk Analysis
Volatility
ESMV is designed to exhibit lower historical volatility than the S&P 500, though it is not immune to market-wide shocks.
Market Risk
As an equity-based ETF, it faces systematic risks, particularly sector-specific risks associated with defensive industries.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Information Technology | 22 | Tech stocks often provide stability and growth, which are balanced here against the fund's volatility mandate. |
| Sector | Financials | 18 | The financial sector weight reflects the fund's search for lower-beta assets within the U.S. economy. |
| Sector | Health Care | 15 | Health care is frequently included in minimum volatility strategies due to the defensive nature of the industry. |
| Sector | Consumer Staples | 12 | Consumer staples provide essential services, typically leading to lower price fluctuations during market downturns. |
| Sector | Other Sectors / Cash | 33 | The remainder of the portfolio is spread across various defensive sectors to maintain strict volatility and ESG targets. |
Analysis of Past Performance
Type ETF | Historic Profit 19.21% | Avg. Invested days 78 | Today’s Advisory WEAK BUY |
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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