ESGE ETF Analysis: ESG Aware EM | NASDAQ

Diversified Emerging Mkts | NASDAQ, USA | Market Cap: 6.501m USD | 12M Return: 33.2% | Charts, Fundamentals & Technical Analysis

Emerging Market Equities, ESG Stocks, Diversified Holdings, Index Tracking
Total Rating 67
Safety 63
Buy Signal -0.08
Diversified Emerging Mkts
Category Rotation: -19.3
TER: 0.25%
AUM: 6.50B
Avg Turnover: 28.9M
Risk 3d forecast
Volatility27.1%
VaR 5th Pctl4.77%
VaR vs Median-2.40%
Reward TTM
Sharpe Ratio1.15
Rel. Str. IBD63.2
Rel. Str. Peer Group55
Character TTM
Beta0.940
Beta Downside0.832
Hurst Exponent0.416
Drawdowns 3y
Max DD16.71%
CAGR/Max DD1.16
CAGR/Mean DD4.76

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 9.9 years of data

Jan +1.2% 20
Feb -2.5% 22
Mar -2.2% 21
Apr -0.5% 8
May -0.1% 5
Jun +1.2% 9
Jul +1.1% 6
Aug -0.1% 5
Sep -1.8% 21
Oct -0.4% 9
Nov -0.4% 8
Dec +0.1% 5

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: ESGE ESG Aware EM

The iShares ESG Aware MSCI EM ETF (ESGE) is a passively managed exchange-traded fund that seeks to track an optimized equity index of emerging markets companies with favorable ESG (environmental, social, and governance) characteristics. To achieve its objective, the fund invests at least 90% of its assets in the component securities of the underlying index or in investments with substantially identical economic characteristics. The index is designed to maintain risk and return characteristics similar to those of the broader MSCI Emerging Markets Index, its parent benchmark, allowing investors to gain emerging markets equity exposure while tilting toward companies with stronger ESG profiles.

Listed on NASDAQ since its IPO on June 28, 2016, ESGE is classified within the Diversified Emerging Markets ETF category and primarily holds mid-cap companies spanning multiple sectors across emerging market economies. As an ESG-screened fund, it applies a rules-based methodology to exclude or underweight companies involved in controversial industries or those with poor ESG ratings, while maintaining broad geographic and sector diversification typical of emerging markets exposure.

Headlines to Watch Out For
  • Emerging market equities rally on Fed rate cut expectations
  • ESG fund inflows accelerate as sustainable investing demand grows
  • US dollar weakness lifts emerging market returns and AUM
  • China stimulus measures boost largest EM index weight exposure
What is the price of ESGE shares?

As of July 23, 2026, the stock is trading at USD 52.10 with a total of 465,847 shares traded. Over the past week, the price has changed by -0.78%, over one month by -8.27%, over three months by +3.48% and over the past year by +33.21%.

Current recommended Stop Loss: 50.40 (which is 3.3% or 1.3 ATR below the current price).

Is ESGE a buy, sell or hold?

ESG Aware EM has no consensus analysts rating.