(ESGD) iShares ESG Aware MSCI EAFE - Ratings and Ratios
Exchange: NASDAQ • Country: USA • Currency: USD • Type: Etf • ISIN: US46435G5163 • Foreign Large Blend
ESGD: Large, Mid, Cap, International, Stocks
The iShares ESG Aware MSCI EAFE ETF (ESGD) is designed to track the performance of the MSCI EAFE ESG Enhanced Focus Index, which emphasizes environmental, social, and governance (ESG) criteria. The fund primarily invests in large- and mid-capitalization equities from developed markets outside the U.S. and Canada, adhering to ESG standards while maintaining similar risk and return profiles to its parent index. By focusing on ESG factors, the ETF aligns with global sustainability trends, appealing to investors seeking socially responsible investments without compromising on broad market exposure.
Over the next three months, ESGD is expected to show moderate growth, supported by its strong AUM of $8.58 billion, indicating investor confidence. Technically, the ETFs price at $82.71 is above its 20-day SMA of $79.90, signaling a bullish trend. The 50-day SMA at $81.55 suggests stabilization, while the 200-day SMA at $79.69 indicates a long-term bullish outlook. With an ATR of 1.64, volatility is manageable, suggesting stable price movements. This forecast points to a favorable environment for ESGD, driven by increasing ESG investment demand and robust market fundamentals.
Additional Sources for ESGD ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
ESGD ETF Overview
Market Cap in USD | 9,369m |
Category | Foreign Large Blend |
TER | 0.20% |
IPO / Inception | 2016-06-28 |
ESGD ETF Ratings
Growth Rating | 58.5 |
Fundamental | - |
Dividend Rating | 57.6 |
Rel. Strength | -2.14 |
Analysts | - |
Fair Price Momentum | 83.28 USD |
Fair Price DCF | - |
ESGD Dividends
Dividend Yield 12m | 2.97% |
Yield on Cost 5y | 5.13% |
Annual Growth 5y | 15.59% |
Payout Consistency | 82.4% |
ESGD Growth Ratios
Growth Correlation 3m | 38.2% |
Growth Correlation 12m | 37.3% |
Growth Correlation 5y | 67.5% |
CAGR 5y | 12.44% |
CAGR/Max DD 5y | 0.41 |
Sharpe Ratio 12m | 1.33 |
Alpha | -1.45 |
Beta | 0.772 |
Volatility | 19.76% |
Current Volume | 431.9k |
Average Volume 20d | 381.5k |
As of May 14, 2025, the stock is trading at USD 86.27 with a total of 431,904 shares traded.
Over the past week, the price has changed by +0.26%, over one month by +7.92%, over three months by +5.52% and over the past year by +10.39%.
Partly, yes. Based on ValueRay Analyses, iShares ESG Aware MSCI EAFE (NASDAQ:ESGD) is currently (May 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 58.50 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of ESGD as of May 2025 is 83.28. This means that ESGD is currently overvalued and has a potential downside of -3.47%.
iShares ESG Aware MSCI EAFE has no consensus analysts rating.
According to ValueRays Forecast Model, ESGD iShares ESG Aware MSCI EAFE will be worth about 95.6 in May 2026. The stock is currently trading at 86.27. This means that the stock has a potential upside of +10.77%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 95.6 | 10.8% |