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Upturn AI SWOT - About
iShares ESG Aware MSCI USA ETF (ESGU)
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Upturn Advisory Summary
04/01/2025: ESGU (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration 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 3.81% | Avg. Invested days 47 | Today’s Advisory PASS |
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) 778309 | Beta 1.02 | 52 Weeks Range 107.14 - 134.14 | Updated Date 04/2/2025 |
52 Weeks Range 107.14 - 134.14 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares ESG Aware MSCI USA ETF
ETF Overview
Overview
The iShares ESG Aware MSCI USA ETF (ESGU) aims to track the investment results of an index composed of U.S. equities with positive environmental, social and governance (ESG) characteristics, providing broad exposure to the U.S. market while prioritizing ESG factors.
Reputation and Reliability
BlackRock is a well-established and reputable asset management firm, known for its extensive ETF offerings and strong track record.
Management Expertise
BlackRock has a large and experienced team of investment professionals dedicated to managing its ETF products.
Investment Objective
Goal
The fund seeks to track the investment results of the MSCI USA ESG Focus Index, which is designed to represent the performance of companies with high ESG ratings relative to their sector peers.
Investment Approach and Strategy
Strategy: The ETF aims to track a specific index, the MSCI USA ESG Focus Index.
Composition The ETF primarily holds U.S. equities.
Market Position
Market Share: ESGU has a moderate market share within the ESG-focused U.S. equity ETF category.
Total Net Assets (AUM): 34480000000
Competitors
Key Competitors
- Xtrackers MSCI USA ESG Leaders Equity ETF (USSG)
- Vanguard ESG U.S. Stock ETF (ESGV)
- Nuveen ESG Large-Cap Growth ETF (NULG)
Competitive Landscape
The ESG ETF market is competitive, with various funds offering different approaches to ESG investing. ESGU benefits from BlackRock's scale and brand recognition, while other ETFs might have lower expense ratios or different ESG screening methodologies. The advantage of ESGU lies in its large AUM and high liquidity; however, competitors might emphasize more specific ESG factors or sector tilts.
Financial Performance
Historical Performance: Past performance is not indicative of future results. Historical performance data needs to be sourced directly from financial data providers.
Benchmark Comparison: The ETF's performance should be compared to the MSCI USA ESG Focus Index to assess tracking accuracy.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
ESGU exhibits strong liquidity, generally indicated by a high average trading volume.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting high liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards ESG are key factors influencing ESGU. Sector performance and regulatory changes related to ESG investing can also impact the fund.
Growth Trajectory
ESGU's growth is tied to the increasing adoption of ESG investing and the performance of the U.S. equity market. Changes to the underlying index composition or ESG screening criteria could affect its growth trajectory.
Moat and Competitive Advantages
Competitive Edge
ESGU benefits from BlackRock's established brand, large AUM, and high liquidity. Its broad exposure to the U.S. market with an ESG focus appeals to a wide range of investors. The low expense ratio contributes to its competitiveness, and the fund's alignment with mainstream ESG principles provides a distinct advantage. The fund's scale enables it to efficiently track its index while offering competitive costs.
Risk Analysis
Volatility
ESGU's volatility is generally similar to that of the broader U.S. equity market.
Market Risk
The primary risk is market risk associated with equity investments, including economic downturns, sector-specific challenges, and geopolitical events. ESG-related controversies affecting portfolio holdings could also impact performance.
Investor Profile
Ideal Investor Profile
ESGU is suitable for investors seeking broad exposure to the U.S. equity market while incorporating ESG considerations into their investment strategy. It is appropriate for those who prioritize environmental, social, and governance factors.
Market Risk
ESGU is well-suited for long-term investors seeking passive index exposure with an ESG tilt.
Summary
The iShares ESG Aware MSCI USA ETF (ESGU) offers broad exposure to the U.S. equity market with a focus on ESG factors. Managed by BlackRock, it provides a cost-effective way to align investments with environmental, social, and governance principles. Its large AUM and high liquidity make it an attractive option for long-term investors, although investors should be aware of market risk. While facing competition from other ESG ETFs, ESGU benefits from BlackRock's reputation and a competitive expense ratio.
Similar Companies
USSG
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
Xtrackers MSCI USA ESG Leaders Equity ETF
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Morningstar
- BlackRock
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results. Market share estimates are approximate and may vary.
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 USA 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 may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The underlying index is an optimized equity index designed to reflect the equity performance of U.S. companies that have favorable environmental, social and governance (ESG) characteristics (as determined by the index provider), while exhibiting risk and return characteristics similar to those of the MSCI USA Index (the parent index).
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