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Upturn AI SWOT - About
iShares MSCI Global Impact ETF (SDG)
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Upturn Advisory Summary
08/14/2025: SDG (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 -5.55% | Avg. Invested days 35 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.89 | 52 Weeks Range 64.26 - 84.25 | Updated Date 06/29/2025 |
52 Weeks Range 64.26 - 84.25 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares MSCI Global Impact ETF
ETF Overview
Overview
The iShares MSCI Global Impact ETF (SDG) seeks to track the investment results of an index composed of developed and emerging market companies that demonstrate positive environmental and social characteristics. It focuses on companies whose products and services address at least one of the United Nations Sustainable Development Goals.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and a long track record of managing ETFs.
Management Expertise
BlackRock has a large team of experienced investment professionals managing its ETF offerings.
Investment Objective
Goal
To track the investment results of an index composed of developed and emerging market companies that demonstrate positive environmental and social characteristics.
Investment Approach and Strategy
Strategy: The ETF aims to track the MSCI ACWI IMI Sustainable Impact Index.
Composition The ETF primarily holds stocks of companies that derive revenue from products and services aligned with the UN Sustainable Development Goals.
Market Position
Market Share: SDG holds a portion of the market share within the ESG and impact investing ETF landscape.
Total Net Assets (AUM): 340600000
Competitors
Key Competitors
- ESGV
- CRBN
- ICLN
Competitive Landscape
The ESG ETF market is competitive, with numerous funds targeting various sustainability themes. SDG differentiates itself through its focus on the UN Sustainable Development Goals, providing a specific impact investing lens. Competitors may offer broader ESG strategies or focus on different environmental or social aspects. A possible disadvantage may be the limited number of companies satisfying the SDGs, which may restrict diversification, and affect performance.
Financial Performance
Historical Performance: Historical performance data is available, but past performance does not guarantee future results.
Benchmark Comparison: SDG's performance should be compared to the MSCI ACWI IMI Sustainable Impact Index to gauge its effectiveness.
Expense Ratio: 0.49
Liquidity
Average Trading Volume
The average trading volume of SDG is moderate, which allows for relatively easy trading.
Bid-Ask Spread
The bid-ask spread for SDG is usually tight but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic indicators, investor sentiment towards ESG investments, and regulatory changes can influence SDG's performance.
Growth Trajectory
The growth trajectory is linked to the increasing demand for sustainable and impact investments, which could drive more capital into SDG.
Moat and Competitive Advantages
Competitive Edge
SDG's competitive edge lies in its clear focus on the UN Sustainable Development Goals, which appeals to impact investors seeking quantifiable social and environmental outcomes. It benefits from the established brand and distribution network of iShares and BlackRock. Its focused strategy may lead to a stronger impact profile than broader ESG funds, which offers investors higher confidence in the effectiveness of their capital. However, a narrow focus on the SDGs might limit diversification compared to funds with broader ESG mandates.
Risk Analysis
Volatility
SDG's volatility is influenced by the volatility of the underlying stocks, which may be concentrated in specific sectors.
Market Risk
Market risk includes general economic downturns, sector-specific risks, and changes in investor sentiment towards ESG investments.
Investor Profile
Ideal Investor Profile
The ideal investor for SDG is one who seeks both financial returns and positive social and environmental impact, aligning their investments with the UN Sustainable Development Goals.
Market Risk
SDG is suitable for long-term investors interested in sustainable investing and who understand the potential risks and rewards associated with ESG strategies.
Summary
The iShares MSCI Global Impact ETF (SDG) offers investors exposure to companies contributing positively to the UN Sustainable Development Goals. It is managed by BlackRock and tracks the MSCI ACWI IMI Sustainable Impact Index. SDG's performance is linked to investor demand for ESG investments and the financial health of its holdings. The ETF suits long-term investors who prioritize impact alongside financial returns and are comfortable with the specific risks associated with its targeted investment approach. While the focus on the SDGs provides a clear impact profile, the narrow focus may limit diversification compared to broader ESG funds.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Official Website
- MSCI Index Fact Sheet
- Morningstar
- ETFdb.com
Disclaimers:
The data provided is 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. Past performance is not indicative of future results.
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 MSCI Global Impact 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 80% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index is composed of companies that derive a majority of their revenue from products and services that address at least one of the world's major social and environmental challenges as identified by the United Nations Sustainable Development Goals.
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.