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EMXFiShares ESG Advanced MSCI EM ETF

Grow my money5y track recordRanked #977 of 2,999 in this goal

Tracks the investment results of the MSCI Emerging Markets Choice ESG Screened 5% Issuer Capped Index.

By iShares · Launched 2020

Annual Cost

0.16%

#698 of 5,861 · low cost

Fund Size

$161M

#2,534 of 5,861 · mid-size

Return (1Y)Goal

+32.5%

Track Record

5 years

#2,157 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$13,307+33.1%

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 Emerging Markets Choice ESG Screened 5% Issuer Capped Index

What it actually holds

By weight

Concentration

Top 10 holdings = 24.2% of fundwell diversified

SK hynix Inc
7.7%
Taiwan Semiconductor Manufacturing Co Ltd
5.0%
HDFC Bank Ltd
2.1%
China Construction Bank Corp
1.9%
MediaTek Inc
1.7%
Delta Electronics Inc
1.6%
Ping An Insurance Group Co of China Ltd
1.1%
Industrial & Commercial Bank of China Ltd
1.0%
Meituan
1.0%
NU Holdings Ltd/Cayman Islands
1.0%

Asset allocation

Stocks
99.6%
Cash
0.4%

By sector

Financial Services
34.8%
Technology
32.4%
Communication
9.3%
Consumer Cyclical
6.2%
Industrials
6.1%
Healthcare
3.9%
Consumer Defensive
2.6%
Basic Materials
2.5%
Other
2.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
21.5%High

Year-on-year price swings

Max drawdown
-33.1%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.78Decent risk-adjusted returns
Sortino (3Y)
1.14Good downside protection

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Tracks the investment results of the MSCI Emerging Markets Choice ESG Screened 5% Issuer Capped Index.
Strategy
Seeks to track large- and mid-capitalization emerging market companies with favorable ESG ratings using a representative sampling indexing strategy. The Fund invests primarily in companies that meet strict ESG criteria and screens out those involved in controversial activities.
Inception date
October 6, 2020
Fund family
iShares

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Data updated on 2026-08-04