IShares ESG MSCI USA ETF ESGU is a solid, low-cost strategy that modestly tilts toward firms with strong environmental, social, and governance practices while mitigating active risk. Over the long term, it should deliver competitive performance with the broad U.S. large-cap market and better performance than most funds in the large-blend Morningstar Category. It earns a Morningstar Analyst Rating of Silver.
iShares ESG Aware MSCI USA ETF ESGU
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will ESGU 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 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.
This strategy offers a modest tilt toward strong ESG firms.
