(ESML) ESG Aware USA Small-Cap - BATS

ETF Category: Small Blend | Exchange: BATS (USA) | Market Cap: 2.833m USD | Total Return: 35.1% in 12m

Small-Cap Equities, ESG Stocks, US Markets, Index Tracking
Total Rating 69
Safety 64
Buy Signal 0.14
Small Blend
Category Rotation: +0.5
TER: 0.17%
AUM: 2.83B
Avg Turnover: 6.46M
Risk 3d forecast
Volatility17.9%
VaR 5th Pctl3.19%
VaR vs Median-1.02%
Reward TTM
Sharpe Ratio1.61
Rel. Str. IBD69
Rel. Str. Peer Group39.5
Character TTM
Beta1.051
Beta Downside1.095
Hurst Exponent0.428
Drawdowns 3y
Max DD26.68%
CAGR/Max DD0.65
CAGR/Mean DD3.57

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality

Coming soon
Description: ESML ESG Aware USA Small-Cap

The iShares ESG Aware MSCI USA Small-Cap ETF (ESML) is a passively managed exchange-traded fund that seeks to track an optimized version of the MSCI USA Small Cap Index, with a tilt toward companies that MSCI rates as having favorable ESG (environmental, social, and governance) profiles. The fund holds at least 90% of its assets in the component securities of its underlying index, while reserving up to 10% for futures, options, swap contracts, and cash equivalents-a structure typical of ETFs that use sampling and derivatives to manage tracking and liquidity.

ESML falls into the Small Blend category and was launched on April 10, 2018, listed on the BATS exchange. As an ESG-screened small-cap product, it offers exposure to U.S. smaller companies while applying MSCIs sustainability criteria, which typically exclude or underweight issuers involved in controversial industries such as tobacco, controversial weapons, and certain fossil fuel activities.

Headlines to Watch Out For
  • Small-cap rotation lags large-caps on Fed rate cut uncertainty
  • ESG fund inflows slow as investor demand moderates
  • Fee competition intensifies from rival ESG small-cap ETFs
  • Underlying index rebalancing shifts constituent weights annually
  • Small-cap balance sheet stress rises with tighter credit conditions
What is the price of ESML shares?

As of June 29, 2026, the stock is trading at USD 55.26 with a total of 99,965 shares traded. Over the past week, the price has changed by +1.41%, over one month by +3.90%, over three months by +21.43% and over the past year by +35.10%.

Current recommended Stop Loss: 52.80 (which is 4.5% or 2.7 ATR below the current price).

Is ESML a buy, sell or hold?

ESG Aware USA Small-Cap has no consensus analysts rating.