iShares ESG Aware MSCI USA Small-Cap ETF ESML

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Morningstar’s Analysis ESML

Will ESML outperform in the future?

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Diverse small-cap exposure with an ESG tilt.

Associate Analyst Brian Paoli

Brian Paoli

Associate Analyst

Summary

The iShares ESG Aware MSCI USA Small-Cap ETF balances a modest environmental, social, and governance tilt with broad US small-cap exposure, though it remains exposed to the inherent risks of small-cap stocks.

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Portfolio Holdings ESML

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings5.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Moderna Inc

1.4540M
Healthcare

Assurant Inc

0.7220M
Financial Services

US Foods Holding Corp

0.6117M
Consumer Defensive

Ovintiv Inc

0.4312M
Energy

Royal Gold Inc

0.4212M
Basic Materials

ONE Gas Inc

0.4111M
Utilities

BlackRock Cash Funds Treasury SL Agency

0.3811M
Cash and Equivalents

Jones Lang LaSalle Inc

0.3811M
Real Estate

Revvity Inc

0.3811M
Healthcare

Equitable Holdings Inc

0.3610M
Financial Services

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