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Upturn AI SWOT - About
iShares ESG Aware MSCI EAFE ETF (ESGD)
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Upturn Advisory Summary
03/27/2025: ESGD (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
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 9.18% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 541396 | Beta 1.07 | 52 Weeks Range 73.14 - 85.08 | Updated Date 03/28/2025 |
52 Weeks Range 73.14 - 85.08 | Updated Date 03/28/2025 |
Upturn AI SWOT
iShares ESG Aware MSCI EAFE ETF
ETF Overview
Overview
The iShares ESG Aware MSCI EAFE ETF (ESGD) seeks to track the investment results of an index composed of companies that have positive environmental, social, and governance (ESG) characteristics relative to their sector peers in the MSCI EAFE Index, excluding companies involved in certain controversial activities.
Reputation and Reliability
iShares, a brand of BlackRock, is one of the largest and most reputable ETF providers globally, known for its extensive range of investment products and reliable tracking performance.
Management Expertise
BlackRock has a highly experienced team of portfolio managers and analysts dedicated to managing iShares ETFs, leveraging extensive market knowledge and research capabilities.
Investment Objective
Goal
To track the investment results of an index composed of companies that have positive environmental, social and governance (ESG) characteristics relative to their sector peers in the MSCI EAFE Index.
Investment Approach and Strategy
Strategy: Tracks the MSCI EAFE ESG Focus Index. Aims to provide exposure to companies with high ESG ratings within the developed markets outside of North America.
Composition Primarily holds stocks of companies located in developed markets outside of the US and Canada, across a range of sectors, screened based on ESG criteria.
Market Position
Market Share: ESGD's market share is substantial within the ESG EAFE ETF category, but specific exact percentage data is dynamically fluctuating.
Total Net Assets (AUM): 3200000000
Competitors
Key Competitors
- Vanguard ESG International Stock ETF (VSGX)
- Xtrackers MSCI EAFE ESG Leaders Equity ETF (EASG)
- Nuveen ESG International Developed Markets Equity ETF (NUDE)
Competitive Landscape
The competitive landscape includes other ESG-focused EAFE ETFs. ESGD benefits from iShares' brand recognition and established market presence. Competitors may offer lower expense ratios or slightly different ESG screening methodologies. VSGX has the advantage of the Vanguard brand, while EASG focuses on ESG leaders.
Financial Performance
Historical Performance: Past performance does not guarantee future results. Investors should review recent performance figures on financial websites.
Benchmark Comparison: Investors should review the fund's performance against the MSCI EAFE ESG Focus Index to evaluate its effectiveness.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
ESGD generally exhibits good liquidity, indicated by a healthy average daily trading volume.
Bid-Ask Spread
The bid-ask spread is usually tight, reflecting the ETF's high liquidity.
Market Dynamics
Market Environment Factors
Global economic conditions, interest rates, currency fluctuations, and investor sentiment towards ESG investments influence ESGD's performance.
Growth Trajectory
Growth depends on the increasing adoption of ESG investing, performance relative to conventional EAFE benchmarks, and investor flows into the fund.
Moat and Competitive Advantages
Competitive Edge
ESGD leverages iShares' scale and brand recognition, offering a liquid and accessible ESG-focused EAFE investment option. Its competitive edge lies in its established tracking of the MSCI EAFE ESG Focus Index and its broad investor base. The ETFu2019s size allows for efficient trading and narrower bid-ask spreads. It also benefits from BlackRock's extensive resources in research and portfolio management, resulting in strong operational efficiency and investor confidence. The fund's relatively long track record compared to newer ESG ETFs also provides investors with more historical data for analysis.
Risk Analysis
Volatility
Volatility is influenced by broader equity market fluctuations in developed markets outside North America.
Market Risk
Market risk includes potential declines in the value of its holdings due to economic downturns, geopolitical events, and changes in investor sentiment within the EAFE region.
Investor Profile
Ideal Investor Profile
Suitable for investors seeking ESG-aligned international equity exposure, who prioritize environmental, social, and governance factors in their investment decisions.
Market Risk
Best for long-term investors seeking a diversified portfolio with an ESG focus, suitable for both passive index followers and those looking to integrate ESG considerations into their investment strategy.
Summary
The iShares ESG Aware MSCI EAFE ETF (ESGD) offers investors exposure to developed markets outside of the US and Canada, screened for ESG factors. It tracks the MSCI EAFE ESG Focus Index and is managed by BlackRock's iShares, a leading ETF provider. With a moderate expense ratio and good liquidity, it's suitable for long-term investors seeking to align their investments with ESG principles. Market risks associated with international equities apply. ESGD's performance is tied to the overall market conditions and investor sentiment towards ESG focused investments.
Similar Companies
- VSGX
- EASG
- EFIV
- VEU
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock website
- ETF.com
- Morningstar
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. Investors should consult with a qualified 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 ESG Aware MSCI EAFE 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 90% 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 underlying index is composed of large- and mid-capitalization developed market equities, excluding the U.S. and Canada that have positive environmental, social and governance characteristics as identified by the index provider while exhibiting risk and return characteristics similar to those of the parent index.
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