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Upturn AI SWOT - About
iShares® ESG MSCI EM Leaders ETF (LDEM)
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Upturn Advisory Summary
03/24/2025: LDEM (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 -2.31% | Avg. Invested days 42 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/24/2025 |
Key Highlights
Volume (30-day avg) 3180 | Beta 1 | 52 Weeks Range 41.03 - 50.86 | Updated Date 04/2/2025 |
52 Weeks Range 41.03 - 50.86 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares® ESG MSCI EM Leaders ETF
ETF Overview
Overview
The iShares ESG MSCI EM Leaders ETF (LDEM) seeks to track the investment results of an index composed of emerging market companies with high environmental, social and governance (ESG) performance relative to their sector peers.
Reputation and Reliability
BlackRock is a leading global investment management firm known for its extensive ETF offerings and established reputation.
Management Expertise
BlackRock has a large and experienced team managing various ETFs, including those focused on ESG and emerging markets.
Investment Objective
Goal
To track the investment results of an index composed of emerging market companies with high environmental, social and governance (ESG) performance relative to their sector peers.
Investment Approach and Strategy
Strategy: The ETF aims to track the MSCI EM ESG Leaders Index, which selects companies with high ESG ratings within the MSCI Emerging Markets Index.
Composition The ETF primarily holds stocks of emerging market companies across various sectors that meet specific ESG criteria.
Market Position
Market Share: LDEM's market share is dependent on the specific ESG EM ETF market segment and is constantly fluctuating.
Total Net Assets (AUM): 329743085.8
Competitors
Key Competitors
- Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF (EEMX)
Competitive Landscape
The ESG emerging market ETF space is still developing. LDEM's advantages include the iShares brand and BlackRock's resources, but it faces competition from other established and newer ESG EM ETFs, the primary disadvantage being the limited AUM when compared to its competitors.
Financial Performance
Historical Performance: Historical performance data needs to be obtained from reliable financial sources and is not available in this format.
Benchmark Comparison: Benchmark comparison needs to be obtained from reliable financial sources and compared against the MSCI EM ESG Leaders Index and is not available in this format.
Expense Ratio: 0.18
Liquidity
Average Trading Volume
LDEM's average trading volume indicates moderate liquidity, allowing investors to buy and sell shares efficiently.
Bid-Ask Spread
The bid-ask spread for LDEM is generally tight, reflecting sufficient trading activity and minimal transaction costs.
Market Dynamics
Market Environment Factors
LDEM is affected by emerging market economic growth, ESG trends, geopolitical risks, and investor sentiment towards sustainable investing.
Growth Trajectory
LDEM's growth is tied to the increasing demand for ESG investments in emerging markets and the performance of its underlying index.
Moat and Competitive Advantages
Competitive Edge
LDEM benefits from BlackRock's established ETF platform and brand recognition. It provides exposure to emerging market companies with strong ESG profiles, appealing to socially conscious investors. The ETF's relatively low expense ratio compared to some competitors could also be considered a competitive advantage. Furthermore, the clear ESG screening methodology allows for a transparent investment strategy. However, the limited AUM could be considered a disadvantage.
Risk Analysis
Volatility
LDEM's volatility is expected to align with that of emerging market equities, which can be higher than developed markets.
Market Risk
LDEM is exposed to emerging market risks, including political instability, currency fluctuations, regulatory changes, and economic downturns. Additionally, ESG risks like greenwashing or ineffective ESG integration exist.
Investor Profile
Ideal Investor Profile
LDEM is suitable for investors seeking exposure to emerging market equities while prioritizing ESG factors. Ideal investors are those comfortable with emerging market risks and have a long-term investment horizon.
Market Risk
LDEM is generally suitable for long-term investors looking for ESG-focused emerging market exposure. It may also appeal to passive index followers seeking to align their investments with ESG principles.
Summary
The iShares ESG MSCI EM Leaders ETF (LDEM) offers exposure to emerging market companies with high ESG ratings. It is managed by BlackRock and seeks to track the MSCI EM ESG Leaders Index. While it offers a relatively low expense ratio, it faces competition from other similar ETFs. LDEM's performance is linked to emerging market economic conditions and the overall demand for ESG investments, while being suitable for long-term investors who are comfortable with emerging market volatility.
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Sources and Disclaimers
Data Sources:
- iShares website
- MSCI website
- BlackRock website
- Financial news sources
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on thorough research and consultation with a financial advisor. Market conditions can change rapidly, and 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 MSCI EM Leaders 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 a free float-adjusted market capitalization-weighted index designed to reflect the equity performance of emerging market companies with favorable environmental, social and governance (ESG) characteristics.
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