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- Upturn Summary
- Fund Details
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
10/09/2026: ESMV (3-star) is currently NOT-A-BUY. Pass it for now.
ESMV provides exposure to US large- and mid-cap stocks selected for low-volatility characteristics while filtering for positive ESG attributes. It is a well-managed, cost-efficient option for investors seeking a defensive equity core. Its primary strengths lie in its structured approach to risk management and its ability to incorporate sustainable standards. However, investors should be aware that the fund may lag in strong bull markets and that ESG screens create sector concentration risks. It is best suited for risk-conscious, long-term investors looking to balance market participation with lower downside risk and ESG alignment.
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 | The fund's focus on low volatility typically leads to underperformance during aggressive growth rallies. |
| Momentum investor | Weak fit | Minimum volatility strategies often conflict with momentum-based strategies that chase high-performing, high-beta assets. |
| Value investor | Mixed fit | While lower volatility stocks can overlap with value, the ESG screens may exclude some traditional value sectors. |
| Dividend/Income investor | Mixed fit | The fund provides stability but is not specifically optimized for maximum dividend yield. |
| Low-risk investor | Strong fit | The primary objective of minimizing portfolio volatility makes this an excellent choice for risk-conscious investors. |
Investor Profile
Ideal Investor Profile
The ideal investor is risk-averse, interested in sustainable investing, and has a long-term time horizon for capital preservation.
Suitability
Best suited for long-term passive investors who want a defensive core equity holding that aligns with ESG values.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Low | The strategy is explicitly designed to reduce portfolio volatility compared to the broader market. |
| Market risk | Medium | As an equity fund, it remains subject to systemic market downturns despite its defensive tilt. |
| Concentration | Medium | ESG screens and minimum variance optimization can lead to sector biases compared to a broad market index. |
| Tracking/expense | Low | The fund maintains a low expense ratio and generally tracks its benchmark with high efficiency. |
| Liquidity | Low | The fund holds highly liquid, large-cap US equities, minimizing exit risks. |
| Business/sector quality | Medium | Exclusionary ESG screens may limit exposure to certain industries that could otherwise provide diversification. |
Risk Analysis
Volatility
ESMV is specifically constructed to exhibit lower volatility than the broader US equity market.
Market Risk
The fund is fully invested in equities and is therefore vulnerable to general market risk, sector-specific drawdowns, and systemic financial shocks.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equities | 98 | The fund primarily holds large-cap US stocks selected for stability and ESG compliance. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small cash buffer is maintained for liquidity and operational purposes. |
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 20.42% | Avg. Invested days 89 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/09/2026 |
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