(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.

Based on the provided data, here is a 3-month forecast: - Technical Outlook: The funds price is currently below its 20-, 50-, and 200-day moving averages, which may act as resistance levels. The ATR of 3.46 indicates potential price fluctuations within a $3.46 range around its current price. - Fundamental Outlook: With an AUM of $11.86 billion, the fund benefits from strong investor demand and liquidity. Its focus on ESG-aligned companies may attract further inflows as sustainable investing continues to grow. However, its performance will remain closely tied to the broader U.S. large-cap market. - Expected Range: Given the technical and fundamental factors, ESGU is likely to trade between $111.27 and $118.19 over the next three months, reflecting its current price and volatility metrics.

Additional Sources for ESGU ETF

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
What is the price of ESGU stocks?
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%.
Is iShares ESG Aware MSCI USA a good stock to buy?
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%.
Is ESGU a buy, sell or hold?
iShares ESG Aware MSCI USA has no consensus analysts rating.
What are the forecast for ESGU stock price target?
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%