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Morningstar

iShares ESG Aware MSCI USA Small-Cap ETF ESML

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis ESML

Will ESML outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ESML’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ESML management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ESML’s parent organization’s priorities and whether they’re in line with investors’ interests.

Small-cap exposure for socially conscious investors.

Analyst Lan Anh Tran

Lan Anh Tran

Analyst

Summary

IShares ESG Aware MSCI USA Small-Cap ETF ESML balances its mild environmental, social, and governance tilts with faithful representation of the small-cap market, though inherent issues to indexing small caps still loom. The fund earns a Morningstar Medalist Rating of Silver.

by Lan Anh Tran
Rated on Published on

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Portfolio Holdings ESML

More ESML Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 4.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federal Realty Investment Trust

0.58 8.8 Mil
Real Estate

EMCOR Group Inc

0.55 8.3 Mil
Industrials

KBR Inc

0.45 6.8 Mil
Industrials

Casey's General Stores Inc

0.42 6.4 Mil
Consumer Cyclical

Janus Henderson Group PLC

0.40 6.0 Mil
Financial Services

TechnipFMC PLC

0.39 5.9 Mil
Energy

MicroStrategy Inc Class A

0.39 5.9 Mil
Technology

Acuity Brands Inc

0.39 5.9 Mil
Industrials

US Foods Holding Corp

0.39 5.9 Mil
Consumer Defensive

Comfort Systems USA Inc

0.38 5.7 Mil
Industrials