(ESGU) iShares ESG Aware MSCI USA - Ratings and Ratios
Exchange: NASDAQ • Country: USA • Currency: USD • Type: Etf • ISIN: US46435G4257 • Large Blend
ESGU: Equities, Derivatives, Cash, ESG Securities, Optimized Index Exposure
The iShares ESG Aware MSCI USA ETF (ESGU) is designed to track the performance of U.S. companies with strong environmental, social, and governance (ESG) characteristics. The fund invests at least 90% of its assets in the component securities of its underlying index, which is optimized to reflect the equity performance of ESG-focused companies while maintaining risk and return profiles similar to the broader MSCI USA Index. Up to 10% of its assets may be allocated to derivatives, cash, and cash equivalents for hedging or liquidity purposes.
ESGU provides exposure to large-cap U.S. equities with a focus on ESG factors. The underlying index uses a rules-based methodology to select and weight companies based on their ESG performance relative to their sector peers. This approach aims to balance ESG considerations with market-like returns, making it a popular choice for investors seeking to align their portfolios with sustainable practices without deviating significantly from traditional market exposure.
As of the latest data, ESGU has an average daily trading volume of 550,550 shares, with a last price of $114.73. Its short-term moving averages (SMA 20: $117.33) and medium-term averages (SMA 50: $123.30, SMA 200: $125.16) indicate potential resistance levels. The Average True Range (ATR) of 3.46 suggests moderate volatility, while its assets under management (AUM) of $11.86 billion highlight its liquidity and investor demand.
Additional Sources for ESGU ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
ESGU ETF Overview
Market Cap in USD | 11,864m |
Category | Large Blend |
TER | 0.15% |
IPO / Inception | 2016-12-01 |
ESGU ETF Ratings
Growth Rating | 70.4 |
Fundamental | - |
Dividend Rating | 55.3 |
Rel. Strength | -1.4 |
Analysts | - |
Fair Price Momentum | 111.62 USD |
Fair Price DCF | - |
ESGU Dividends
Dividend Yield 12m | 1.20% |
Yield on Cost 5y | 2.47% |
Annual Growth 5y | 6.92% |
Payout Consistency | 97.7% |
ESGU Growth Ratios
Growth Correlation 3m | -88.9% |
Growth Correlation 12m | 51.5% |
Growth Correlation 5y | 78.9% |
CAGR 5y | 15.28% |
CAGR/Max DD 5y | 0.58 |
Sharpe Ratio 12m | 1.38 |
Alpha | -0.87 |
Beta | 1.010 |
Volatility | 39.22% |
Current Volume | 427.8k |
Average Volume 20d | 538k |
As of May 01, 2025, the stock is trading at USD 121.08 with a total of 427,755 shares traded.
Over the past week, the price has changed by +3.82%, over one month by -0.68%, over three months by -8.21% and over the past year by +11.08%.
Yes. Based on ValueRay Analyses, iShares ESG Aware MSCI USA (NASDAQ:ESGU) is currently (May 2025) a good stock to buy. It has a ValueRay Growth Rating of 70.42 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of ESGU as of May 2025 is 111.62. This means that ESGU is currently overvalued and has a potential downside of -7.81%.
iShares ESG Aware MSCI USA has no consensus analysts rating.
According to ValueRays Forecast Model, ESGU iShares ESG Aware MSCI USA will be worth about 128.3 in May 2026. The stock is currently trading at 121.08. This means that the stock has a potential upside of +5.97%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 128.3 | 6% |