Morningstar

iShares ESG Aware MSCI USA ETF ESGU

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

Morningstar’s Analysis ESGU

Will ESGU 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 ESGU’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A well-diversified broad-market fund with basic ESG screens.

Analyst Lan Anh Tran

Lan Anh Tran

Analyst

Summary

IShares ESG Aware MSCI USA ETF integrates environmental, social, and governance considerations without sacrificing the benefits of a broadly diversified, low-turnover portfolio.

by Lan Anh Tran
Rated on Published on

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Portfolio Holdings ESGU

More ESGU Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.07 1B
Technology

Apple Inc

7.24 1B
Technology

Microsoft Corp

5.53 993M
Technology

Amazon.com Inc

3.56 638M
Consumer Cyclical

Alphabet Inc Class C

3.43 615M
Communication Services

Broadcom Inc

2.38 426M
Technology

Meta Platforms Inc Class A

2.22 399M
Communication Services

Alphabet Inc Class A

1.89 339M
Communication Services

Micron Technology Inc

1.83 329M
Technology

Advanced Micro Devices Inc

1.55 278M
Technology

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