(ESGE) ESG Aware MSCI EM - Overview

ETF Category: Diversified Emerging Mkts | Exchange: NASDAQ (USA) | Market Cap: 6.836m USD | Total Return: 51.9% in 12m

Emerging Market Stocks, Index Funds, Sustainable Equities
Total Rating 79
Safety 63
Buy Signal 0.08
Diversified Emerging Mkts
Category Rotation: -0.8
TER: 0.25%
AUM: 6.84B
Avg Turnover: 51.5M
Risk 3d forecast
Volatility19.2%
VaR 5th Pctl3.37%
VaR vs Median-2.41%
Reward TTM
Sharpe Ratio1.98
Rel. Str. IBD75.6
Rel. Str. Peer Group56.5
Character TTM
Beta0.896
Beta Downside0.749
Hurst Exponent0.480
Drawdowns 3y
Max DD16.71%
CAGR/Max DD1.41
CAGR/Mean DD6.01

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: ESGE ESG Aware MSCI EM

The iShares ESG Aware MSCI EM ETF (ESGE) seeks to track the investment results of an index composed of emerging market equities with positive environmental, social, and governance (ESG) profiles. The fund maintains a policy of investing at least 90% of its assets in securities that mirror the underlying indexs risk and return characteristics.

By targeting emerging markets, the fund provides exposure to economies that often exhibit higher GDP growth rates than developed nations but may carry increased geopolitical and currency volatility. The ESG optimization model excludes specific industries, such as tobacco and controversial weapons, while reweighting holdings to favor companies with robust sustainability scores relative to their sector peers.

Investors can evaluate how these ESG constraints impact long-term valuation metrics by reviewing the data available on ValueRay.

Headlines to Watch Out For
  • Chinese equity market volatility dictates overall fund performance and valuation
  • Federal Reserve monetary policy shifts influence emerging market capital inflows
  • Technology sector weightings drive tracking error against traditional emerging market indices
  • Global ESG regulatory standards impact institutional demand for sustainable equity products
  • US dollar strength affects local currency returns across underlying constituent markets
What is the price of ESGE shares?

As of May 30, 2026, the stock is trading at USD 54.93 with a total of 1,112,080 shares traded.
Over the past week, the price has changed by +4.33%, over one month by +9.58%, over three months by +9.60% and over the past year by +51.94%.

Is ESGE a buy, sell or hold?

ESG Aware MSCI EM has no consensus analysts rating.