iShares ESG Aware MSCI USA Small-Cap ETF ESML

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Morningstar’s Analysis ESML

Will ESML outperform in the future?

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

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 Holdings 6.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SanDisk Corp Ordinary Shares

3.74 107M
Technology

US Foods Holding Corp

0.54 16M
Consumer Defensive

Assurant Inc

0.48 14M
Financial Services

Carpenter Technology Corp

0.44 13M
Industrials

nVent Electric PLC

0.41 12M
Industrials

ATI Inc

0.41 12M
Industrials

Ovintiv Inc

0.39 11M
Energy

Woodward Inc

0.36 10M
Industrials

Moderna Inc

0.35 10M
Healthcare

Akamai Technologies Inc

0.33 10M
Technology

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