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Upturn AI SWOT - About
iShares Environmentally Aware Real Estate ETF (ERET)
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Upturn Advisory Summary
03/27/2025: ERET (1-star) is currently NOT-A-BUY. Pass it for now.
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 9.01% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 1138 | Beta - | 52 Weeks Range 22.65 - 28.03 | Updated Date 03/27/2025 |
52 Weeks Range 22.65 - 28.03 | Updated Date 03/27/2025 |
Upturn AI SWOT
iShares Environmentally Aware Real Estate ETF
ETF Overview
Overview
The iShares Environmentally Aware Real Estate ETF (ESH) seeks to track the investment results of an index composed of U.S. real estate equities that may demonstrate positive environmental characteristics. It focuses on companies that have incorporated environmental concerns into their business operations. The ETF provides exposure to US real estate companies while screening for positive environmental impact.
Reputation and Reliability
BlackRock is a reputable and reliable issuer, managing a substantial amount of assets globally and offering a diverse range of ETFs.
Management Expertise
BlackRock has extensive management expertise in the ETF industry, with a dedicated team of professionals managing its ETF offerings.
Investment Objective
Goal
The ETF aims to track the investment results of an index composed of U.S. real estate equities with positive environmental characteristics.
Investment Approach and Strategy
Strategy: The ETF tracks a market-cap-weighted index, screening for companies with positive environmental attributes within the U.S. real estate sector.
Composition The ETF's assets primarily consist of stocks in publicly traded U.S. real estate companies, including REITs.
Market Position
Market Share: Insufficient data to provide an accurate market share percentage.
Total Net Assets (AUM): 227000000
Competitors
Key Competitors
- Real Estate Select Sector SPDR Fund (XLRE)
- Vanguard Real Estate ETF (VNQ)
- iShares U.S. Real Estate ETF (IYR)
Competitive Landscape
The ETF industry in the real estate sector is highly competitive, dominated by large, well-established funds like XLRE and VNQ. ESH offers a unique focus on environmental awareness, which differentiates it. However, this niche focus can limit its potential market share. Competitors have larger AUMs, providing them with greater liquidity and potentially lower expense ratios due to economies of scale. ESH's competitive advantage lies in its ESG focus.
Financial Performance
Historical Performance: Insufficient data to generate historical performance.
Benchmark Comparison: Need historical data to benchmark ETF performance.
Expense Ratio: 0.09
Liquidity
Average Trading Volume
Average trading volume data is not sufficiently available to calculate.
Bid-Ask Spread
Bid-ask spread information for ESH is unavailable or varies depending on market conditions.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates and inflation, sector-specific growth prospects, and the overall health of the real estate market impact the ETF. Demand for environmentally conscious investments also plays a role.
Growth Trajectory
The ETF's growth trajectory depends on the increasing investor interest in ESG-focused funds and the performance of the U.S. real estate market. Changes to the underlying index and holdings can also impact its growth.
Moat and Competitive Advantages
Competitive Edge
ESH's competitive advantage resides in its specific focus on environmentally aware real estate companies, catering to the growing demand for socially responsible investing. This niche positioning differentiates it from broad-based real estate ETFs. By incorporating environmental factors into its investment criteria, ESH targets investors seeking both financial returns and positive environmental impact. It may attract investors who prioritize sustainable investments.
Risk Analysis
Volatility
Volatility is dependent on the volatility of the underlying real estate market and specific holdings.
Market Risk
Specific risks include changes in interest rates, economic downturns impacting the real estate sector, and potential underperformance of environmentally conscious real estate companies compared to broader market indices.
Investor Profile
Ideal Investor Profile
The ideal investor is one who prioritizes environmental sustainability and seeks exposure to the real estate sector, accepting a potentially more focused investment strategy.
Market Risk
This ETF is suitable for long-term investors with an interest in ESG and a willingness to accept sector-specific risks. Active traders may find its liquidity less appealing than broader real estate ETFs.
Summary
The iShares Environmentally Aware Real Estate ETF (ESH) provides targeted exposure to U.S. real estate equities that demonstrate positive environmental characteristics, appealing to socially responsible investors. While ESH's AUM is considerably small, making it less liquid than its market-cap weighted competitors, the ETF offers a niche investment strategy for those prioritizing ESG factors. The ETF aims to track the investment results of an index composed of these said equities. Therefore, it's suited for long-term investors with a focus on ESG within the real estate market.
Similar Companies
- REET
- RQI
- VNQI
- SCHH
- REM
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor. Market share data may vary based on reporting sources and timeframes.
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 Environmentally Aware Real Estate ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
It invests at least 90% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its 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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