ESGU ETF Analysis: ESG Aware USA | NASDAQ
Large Blend | NASDAQ, USA | Market Cap: 18.126m USD | 12M Return: 16.2% | US46435G4257 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 61.8M
Warnings
No concerns identified
Tailwinds
Seasonality 9.8 years of data
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.
The iShares ESG Aware MSCI USA ETF (ESGU) is a passively managed index ETF that aims to track the performance of U.S. large- and mid-cap equities with favorable environmental, social, and governance (ESG) characteristics. The fund allocates at least 90% of its assets to the component securities of its underlying MSCI ESG index, with up to 10% permitted in derivatives (futures, options, swaps) and cash equivalents. The index is constructed to maintain risk and return characteristics similar to the broad MSCI USA Index, its parent benchmark, while applying ESG screening and optimization criteria. ESGU falls within the Large Blend category, indicating exposure to a mix of growth- and value-style U.S. equities.
As a large-cap ETF launched in December 2016 and listed on NASDAQ, ESGU provides investors with diversified, ESG-tilted exposure to the U.S. equity market. Its underlying methodology excludes or underweights companies involved in severe ESG controversies or specific business activities (such as tobacco, fossil fuels, and weapons), while tilting toward sector leaders on ESG metrics. The funds structure combines traditional passive indexing with ESG factor integration, offering a core U.S. equity allocation for investors seeking sustainability criteria without significantly deviating from broad market performance.
- Tech mega-cap rally lifts MSCI USA underlying holdings
- SEC climate disclosure rules accelerate ESG fund inflows
- Sustainable investing AUM growth boosts fee revenue
- ETF fee compression intensifies amid ESG product competition
As of October 05, 2026, the stock is trading at USD 168.46 with a total of 461,704 shares traded. Over the past week, the price has changed by -0.14%, over one month by +0.78%, over three months by +3.33% and over the past year by +16.20%.
Current recommended Stop Loss: 164.90 (which is 2.1% or 2.5 ATR below the current price).
ESG Aware USA has no consensus analysts rating.