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Upturn AI SWOT - About
iShares Trust - iShares ESG Advanced Total USD Bond Market ETF (EUSB)
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Upturn Advisory Summary
10/24/2025: EUSB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 8% | Avg. Invested days 52 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.95 | 52 Weeks Range 40.75 - 44.58 | Updated Date 06/30/2025 |
52 Weeks Range 40.75 - 44.58 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares Trust - iShares ESG Advanced Total USD Bond Market ETF
ETF Overview
Overview
The iShares ESG Advanced Total USD Bond Market ETF (EUSB) seeks to track the investment results of an index composed of U.S. dollar-denominated investment-grade bonds that have positive environmental, social and governance (ESG) characteristics. It aims to provide broad exposure to the U.S. investment-grade bond market while incorporating ESG considerations.
Reputation and Reliability
iShares is a well-established ETF provider known for its diverse range of investment products and strong track record.
Management Expertise
BlackRock, the issuer of iShares ETFs, has extensive experience and expertise in managing fixed income investments.
Investment Objective
Goal
To track the investment results of an index composed of U.S. dollar-denominated investment-grade bonds with positive ESG characteristics.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to replicate the performance of the Bloomberg Barclays MSCI US Aggregate ESG Focus Index.
Composition The ETF primarily holds U.S. dollar-denominated investment-grade bonds, including government, corporate, and securitized debt, screened for ESG factors.
Market Position
Market Share: Data unavailable to calculate market share precisely.
Total Net Assets (AUM): 264943357
Competitors
Key Competitors
- Vanguard ESG U.S. Aggregate Bond ETF (ESGV)
- Nuveen ESG U.S. Aggregate Bond ETF (NUAG)
Competitive Landscape
The competitive landscape includes ETFs focusing on ESG-integrated bond investments. EUSB competes with larger, more established ESG bond ETFs. Advantages include iShares' brand recognition and established distribution network. Disadvantages include potentially higher expense ratios and lower AUM compared to some competitors.
Financial Performance
Historical Performance: Historical data would be shown using time series chart format.
Benchmark Comparison: Performance data would be shown using time series chart format to compare the ETF and its benchmark.
Expense Ratio: 0.09
Liquidity
Average Trading Volume
The average trading volume is moderate, allowing for relatively easy entry and exit from positions.
Bid-Ask Spread
The bid-ask spread is typically narrow, indicating good liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, credit spreads, and investor sentiment towards ESG are key factors affecting the ETF.
Growth Trajectory
The ETF's growth is tied to the increasing demand for ESG investments and the overall performance of the U.S. bond market.
Moat and Competitive Advantages
Competitive Edge
EUSB benefits from BlackRock's well-established brand and distribution network, offering investors a convenient way to access ESG-focused U.S. investment-grade bonds. The ETF's focus on ESG factors may attract investors seeking to align their investments with their values. However, the ETF faces competition from larger and more liquid ESG bond ETFs. Its competitive edge also hinges on consistently tracking its underlying index and maintaining a low tracking error.
Risk Analysis
Volatility
The ETF's volatility is expected to be moderate, reflecting the volatility of the underlying investment-grade bond market.
Market Risk
The ETF is exposed to market risk, including interest rate risk, credit risk, and inflation risk, which can impact bond prices.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking exposure to the U.S. investment-grade bond market with an ESG focus.
Market Risk
The ETF is best suited for long-term investors seeking a passive, ESG-integrated approach to bond investing.
Summary
iShares ESG Advanced Total USD Bond Market ETF (EUSB) offers exposure to U.S. investment-grade bonds with a positive ESG screen. Managed by BlackRock/iShares, it provides a convenient way to incorporate ESG into a bond portfolio. The ETF's performance is closely tied to its underlying index. It caters to long-term investors aligning investments with ESG values and its liquidity is adequate for typical trading volumes. However, investors should consider risks tied to market conditions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- Bloomberg
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
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 Trust - iShares ESG Advanced Total USD Bond Market ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is a modified market value-weighted index designed to reflect the performance of U.S. dollar-denominated, taxable bonds with favorable ESG ratings while applying extensive screens. The fund generally will invest at least 90% of its assets in the index and in investments that have economic characteristics that are substantially identical to the component securities of the index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the index. It is non-diversified.
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