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DMXFiShares ESG Advanced MSCI EAFE Index ETF

Grow my money6y track recordRanked #411 of 3,055 in this goal

Tracks the MSCI EAFE Choice ESG Screened Index.

By iShares · Launched 2020

Annual Cost

0.12%

#509 of 6,040 · low cost

Fund Size

$960M

#1,205 of 6,040 · large

Return (1Y)

+17.5%

Track Record

6 years

#2,104 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,800+18.0%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Index tracking

Focus

ESG

Index tracked

MSCI EAFE Choice ESG Screened Index

Holdings

By weight

Concentration

Top 10 holdings = 21.2% of funddiversified

ASML Holding NV
5.4%
Novartis AG
3.1%
Mitsubishi UFJ Financial Group Inc
2.1%
SAP SE
2.0%
Schneider Electric SE
1.7%
Allianz SE
1.7%
ABB Ltd
1.4%
Sumitomo Mitsui Financial Group Inc
1.3%
Advantest Corp
1.3%
Tokyo Electron Ltd
1.2%

Asset allocation

Stocks
99.3%
Cash
0.4%
Other
0.3%

By sector

Financial Services
33.0%
Technology
19.2%
Industrials
14.8%
Healthcare
10.2%
Communication
7.5%
Basic Materials
4.8%
Consumer Cyclical
4.6%
Real Estate
2.9%
Other
2.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
17.4%Moderate

Year-on-year price swings

Max drawdown
-34.5%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.78Decent risk-adjusted returns
Sortino (3Y)
1.16Good downside protection

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Tracks the MSCI EAFE Choice ESG Screened Index.
Strategy
Seeks to track large- and mid-capitalization developed market companies with favorable ESG ratings, excluding the U.S. and Canada. Uses representative sampling to manage the Fund, investing primarily in securities of the Underlying Index, which includes companies in the financials, industrials, and technology sectors.
Inception date
June 16, 2020
Fund family
iShares

Next steps

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Data updated on 2026-09-18