Morningstar

iShares ESG Aware MSCI EAFE ETF ESGD

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

Morningstar’s Analysis ESGD

Will ESGD outperform in the 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 ESGD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ESGD 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 ESGD’s parent organization’s priorities and whether they’re in line with investors’ interests.

ESG focus in the foreign developed market.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

IShares ESG Aware MSCI EAFE ETF’s breadth and low fees should help it perform well in the foreign large-blend Morningstar Category while exhibiting modest environmental, social, and governance characteristics.

by Zachary Evens
Rated on Published on

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Portfolio Holdings ESGD

More ESGD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ASML Holding NV

3.06 360M
Technology

Novartis AG Registered Shares

1.56 184M
Healthcare

HSBC Holdings PLC

1.44 170M
Financial Services

SAP SE

1.36 161M
Technology

Roche Holding AG Ordinary Shares new

1.29 152M
Healthcare

Shell PLC

1.22 144M
Energy

Nestle SA

1.14 134M
Consumer Defensive

Siemens AG

1.09 128M
Industrials

Toyota Motor Corp

1.06 126M
Consumer Cyclical

AstraZeneca PLC

1.06 125M
Healthcare

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