(OM3L) iShares MSCI USA ESG - Ratings and Ratios
US, Large-Cap, ESG, Equity, Companies
Description: OM3L iShares MSCI USA ESG
The iShares MSCI USA ESG Enhanced UCITS ETF USD Inc (XETRA:OM3L) is an exchange-traded fund that tracks the Morningstar US Large-Mid NR USD index, providing investors with exposure to a broad range of large- and mid-cap US stocks with a focus on environmental, social, and governance (ESG) factors.
As an ESG-enhanced ETF, OM3L is designed to optimize its portfolio by overweighting companies with strong ESG profiles and underweighting those with weaker ESG characteristics, relative to the broader market. This approach aims to provide investors with a more sustainable investment option while maintaining a similar risk profile to the underlying index.
Analyzing the ETFs technical data, we observe that the current price is 9.27, slightly above its 20-day simple moving average (SMA) of 9.21, indicating a potential bullish trend. The 50-day SMA at 8.82 provides additional support, while the 200-day SMA at 9.47 may act as a resistance level. The average true range (ATR) of 0.12 (1.30%) suggests moderate volatility. Considering these technical indicators, we can anticipate a potential price movement within the range of 9.00 to 9.50 in the short term.
From a fundamental perspective, the ETFs assets under management (AUM) stand at 5842.29M EUR, indicating a significant investor base and liquidity. The underlying index, Morningstar US Large-Mid NR USD, comprises a diverse range of US large- and mid-cap stocks, providing broad market exposure. As the US stock market continues to evolve, OM3Ls ESG-enhanced approach may attract investors seeking a more sustainable investment solution.
Forecasting the ETFs future performance, we can combine the technical and fundamental data. Assuming the current bullish trend continues, and considering the ETFs strong AUM and diversified underlying index, we predict a potential price target of 10.00 in the medium term, representing a 7.9% increase from the current price. However, a decline below the 50-day SMA at 8.82 may signal a reversal, potentially leading to a price drop towards 8.50.
Additional Sources for OM3L ETF
OM3L ETF Overview
| Market Cap in USD | 6,893m |
| Category | US Large-Cap Blend Equity |
| TER | 0.07% |
| IPO / Inception | 2019-03-06 |
OM3L ETF Ratings
| Growth Rating | 64.9 |
| Fundamental | - |
| Dividend Rating | 23.2 |
| Rel. Strength | -8.95 |
| Analysts | - |
| Fair Price Momentum | 10.61 EUR |
| Fair Price DCF | - |
OM3L Dividends
| Dividend Yield 12m | 0.84% |
| Yield on Cost 5y | 1.64% |
| Annual Growth 5y | -10.79% |
| Payout Consistency | 91.8% |
| Payout Ratio | % |
OM3L Growth Ratios
| Growth Correlation 3m | 73.2% |
| Growth Correlation 12m | 13.1% |
| Growth Correlation 5y | 89.6% |
| CAGR 5y | 14.37% |
| CAGR/Max DD 5y | 0.59 |
| Sharpe Ratio 12m | 0.26 |
| Alpha | -8.81 |
| Beta | 0.802 |
| Volatility | 10.17% |
| Current Volume | 17.3k |
| Average Volume 20d | 34.5k |
As of July 04, 2025, the stock is trading at EUR 9.33 with a total of 17,272 shares traded.
Over the past week, the price has changed by +1.93%, over one month by +1.66%, over three months by +8.66% and over the past year by +4.54%.
Yes. Based on ValueRay's Analyses, iShares MSCI USA ESG (XETRA:OM3L) is currently (July 2025) a good stock to buy. It has a ValueRay Growth Rating of 64.85 and therefor a clear technical positive rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of OM3L is around 10.61 EUR . This means that OM3L is currently undervalued and has a potential upside of +13.72% (Margin of Safety).
iShares MSCI USA ESG has no consensus analysts rating.
According to our own proprietary Forecast Model, OM3L iShares MSCI USA ESG will be worth about 12.3 in July 2026. The stock is currently trading at 9.33. This means that the stock has a potential upside of +31.3%.
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 12.3 | 31.3% |