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Upturn AI SWOT - About
iShares MSCI Global Impact ETF (SDG)
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Upturn Advisory Summary
10/24/2025: 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 -0.86% | Avg. Invested days 41 | 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 10/24/2025 |
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 positively contribute to society by offering products and services that address at least one of the United Nations Sustainable Development Goals.
Reputation and Reliability
BlackRock is a reputable and reliable issuer with a strong track record in the ETF market.
Management Expertise
BlackRock has extensive experience and expertise in managing a wide range of ETFs, including those focused on ESG and impact investing.
Investment Objective
Goal
Seeks to track the investment results of an index composed of developed and emerging market companies that positively contribute to society.
Investment Approach and Strategy
Strategy: Tracks a specific index, the MSCI ACWI Sustainable Impact Index.
Composition Primarily holds stocks of companies identified as having a positive impact on society based on the UN Sustainable Development Goals.
Market Position
Market Share: SDG has a moderate market share within the global impact ETF segment.
Total Net Assets (AUM): 342370144
Competitors
Key Competitors
- CRBN
- ESGU
- VSGX
Competitive Landscape
The market is moderately competitive, with several ETFs offering exposure to ESG and impact investing. SDG differentiates itself by focusing specifically on the UN Sustainable Development Goals. However, competitors may offer broader ESG strategies or lower expense ratios.
Financial Performance
Historical Performance: Historical performance data needs to be sourced from financial data providers. Data is not static and changes daily.
Benchmark Comparison: Benchmark comparisons require access to live data. It is not provided here due to the data's dynamic nature.
Expense Ratio: 0.49
Liquidity
Average Trading Volume
The ETF generally exhibits adequate liquidity, with a relatively healthy average trading volume.
Bid-Ask Spread
The bid-ask spread is generally competitive, reflecting reasonable trading costs for investors.
Market Dynamics
Market Environment Factors
Demand for ESG and impact investing is growing, driven by increased awareness of social and environmental issues. Economic conditions and sector performance can also impact SDG's holdings.
Growth Trajectory
Growth is tied to the increasing adoption of ESG investing and the performance of companies aligned with the UN Sustainable Development Goals. Changes in the index methodology or holdings can occur over time.
Moat and Competitive Advantages
Competitive Edge
SDG benefits from BlackRock's strong brand and distribution network. Its specific focus on the UN Sustainable Development Goals provides a clear and understandable investment thesis. The ETF's methodology and index tracking approach can also be seen as advantages. Furthermore, its size and scale contribute to its operational efficiency.
Risk Analysis
Volatility
Volatility is inherent to equity investments. ESG funds may have different volatility profiles than broad market funds.
Market Risk
Market risk is present, as the ETF's underlying assets are subject to market fluctuations. Sector-specific risks may also be relevant depending on the ETF's sector allocations. There is also the risk that companies considered to be sustainable by the index may not ultimately meet investor expectations.
Investor Profile
Ideal Investor Profile
Ideal investors are those seeking to align their investments with their values and support companies contributing to positive social and environmental impact.
Market Risk
SDG is suitable for long-term investors looking for a combination of financial returns and positive social impact.
Summary
iShares MSCI Global Impact ETF offers investors exposure to companies contributing positively to society through the UN Sustainable Development Goals. It is managed by BlackRock, a reputable issuer, and tracks the MSCI ACWI Sustainable Impact Index. The ETF is suitable for long-term investors seeking to align their investments with their values. Its performance is subject to market risk and the specific performance of its underlying holdings. While the ETF has a higher expense ratio than some competitors, it offers a targeted approach to impact investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar.com
- ETFdb.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data can change rapidly. Consult with a financial advisor before making any investment decisions.
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.