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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 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 ESGU integrates environmental, social, and governance considerations without sacrificing much of the benefits of a broadly diversified, low-turnover portfolio. These considerations earn the fund a Morningstar Analyst Rating of Silver.

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 30.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.70 807.9 Mil
Technology

Apple Inc

5.37 646.7 Mil
Technology

NVIDIA Corp

4.57 550.9 Mil
Technology

Amazon.com Inc

3.66 440.6 Mil
Consumer Cyclical

Alphabet Inc Class C

2.97 357.4 Mil
Communication Services

Meta Platforms Inc Class A

2.27 273.6 Mil
Communication Services

Eli Lilly and Co

1.38 166.3 Mil
Healthcare

JPMorgan Chase & Co

1.23 147.7 Mil
Financial Services

UnitedHealth Group Inc

1.17 141.0 Mil
Healthcare

Broadcom Inc

1.11 133.5 Mil
Technology