Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
iShares ESG Advanced MSCI EM ETF (EMXF)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/01/2025: EMXF (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.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit -4.75% | Avg. Invested days 46 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 7917 | Beta 0.95 | 52 Weeks Range 33.22 - 40.72 | Updated Date 04/2/2025 |
52 Weeks Range 33.22 - 40.72 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares ESG Advanced MSCI EM ETF
ETF Overview
Overview
The iShares ESG Advanced MSCI EM ETF (EMXF) seeks to track the investment results of an index composed of emerging market equities that have been screened for environmental, social and governance (ESG) characteristics. It provides exposure to large- and mid-sized companies in emerging markets, with an ESG focus.
Reputation and Reliability
iShares is a reputable and reliable ETF issuer, managed by BlackRock, one of the world's largest asset managers.
Management Expertise
BlackRock has extensive experience and expertise in managing ETFs, including those with ESG mandates.
Investment Objective
Goal
To track the investment results of an index composed of emerging market equities with ESG characteristics.
Investment Approach and Strategy
Strategy: The ETF aims to track the MSCI EM Investable Market ESG Screened Index, which screens companies based on ESG criteria.
Composition The ETF primarily holds stocks of large- and mid-sized companies in emerging markets that meet specific ESG standards.
Market Position
Market Share: EMXF has a moderate market share within the ESG emerging market ETF category.
Total Net Assets (AUM): 119000000
Competitors
Key Competitors
- Vanguard FTSE Emerging Markets ETF (VWO)
- iShares Core MSCI Emerging Markets ETF (IEMG)
- Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF (EEML)
Competitive Landscape
The ESG emerging market ETF space is competitive. EMXF offers a stricter ESG screen compared to broader EM ETFs like VWO and IEMG, which might appeal to certain investors. EEML also focuses on ESG, providing competition, but EMXF's relative advantages depend on tracking error and expense ratio.
Financial Performance
Historical Performance: Historical performance data needs to be sourced directly from financial data providers.
Benchmark Comparison: Performance comparison to the MSCI EM Investable Market ESG Screened Index is crucial for evaluation.
Expense Ratio: 0.0018
Liquidity
Average Trading Volume
The ETF's average trading volume suggests adequate liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Emerging market economic growth, trade policies, and ESG trends influence the ETF's performance.
Growth Trajectory
Growth is tied to increasing investor interest in ESG and the performance of the underlying emerging markets.
Moat and Competitive Advantages
Competitive Edge
EMXF benefits from BlackRock's brand recognition and distribution network. Its focus on a specific ESG index provides a differentiated product. The competitive advantage depends on consistent tracking of the index and attracting ESG-conscious investors. Strong performance relative to its benchmark enhances its appeal. Furthermore, EMXF's low expense ratio can be a significant advantage in attracting cost-sensitive investors.
Risk Analysis
Volatility
Volatility is typical of emerging market equities and can be influenced by global events.
Market Risk
Emerging markets are subject to political, economic, and currency risks that can impact the ETF's value.
Investor Profile
Ideal Investor Profile
The ideal investor is ESG-conscious, seeking exposure to emerging markets, and comfortable with the associated risks.
Market Risk
The ETF is suitable for long-term investors and passive index followers who prioritize ESG considerations.
Summary
The iShares ESG Advanced MSCI EM ETF provides exposure to emerging market equities with an ESG focus. BlackRock's management and a strict ESG screen are appealing features. Performance depends on the underlying index and its ability to attract ESG-minded investors. Risks include emerging market volatility and specific ESG related risks. It's a suitable option for long-term investors seeking ESG integration within their emerging market allocation.
Similar Companies
ESGE
iShares ESG Aware MSCI EM ETF
ESGE
iShares ESG Aware MSCI EM ETF
VEON
VEON Ltd
VEON
VEON Ltd
Sources and Disclaimers
Data Sources:
- iShares website
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. 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 ESG Advanced MSCI EM ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is a free float-adjusted market capitalization-weighted index designed to reflect the equity performance of large- and mid-capitalization emerging market companies with favorable ESG ratings while applying extensive screens, including removing fossil fuel exposure. The fund generally will invest at least 90% of its assets in the component securities of the index and in investments that have economic characteristics that are substantially identical to the component securities of the index. It is non-diversified.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
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.