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ESGUiShares ESG Aware MSCI USA ETF

Grow my money9y track recordRanked #136 of 2,993 in this goal

Tracks the investment results of the MSCI USA Extended ESG Focus Index.

By iShares · Launched 2016

Annual Cost

0.15%

#612 of 5,853 · low cost

Fund Size

$17.7B

#166 of 5,853 · large

Return (1Y)Goal

+19.2%

Track Record

9 years

#1,477 of 5,853 · established

Performance

Total-return NAV · USD
Growth of $10,000
$12,039+20.4%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Index tracking

Focus

ESG

Index tracked

MSCI USA Extended ESG Focus Index

What it actually holds

By weight

Concentration

Top 10 holdings = 35.0% of fund✓ well diversified

NVIDIA CORPORATION
7.1%
APPLE INC.
6.3%
ALPHABET INC.
4.6%
MICROSOFT CORPORATION
4.5%
AMAZON.COM, INC.
3.3%
BROADCOM INC.
2.4%
META PLATFORMS, INC.
2.1%
TESLA, INC.
1.9%
ELI LILLY AND COMPANY
1.4%
JPMORGAN CHASE & CO.
1.3%

Asset allocation

Stocks
99.8%
Cash
0.2%

By sector

Technology
38.6%
Financial Services
11.6%
Healthcare
9.5%
Communication
9.2%
Consumer Cyclical
9.0%
Industrials
8.7%
Consumer Defensive
4.3%
Energy
3.3%
Other
5.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
13.2%Moderate

Year-on-year price swings

Max drawdown
-33.9%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.98Decent risk-adjusted returns
Sortino (3Y)
1.42Good downside protection

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Tracks the investment results of the MSCI USA Extended ESG Focus Index.
Strategy
Invests primarily in large- and mid-cap U.S. companies with positive ESG characteristics, using a representative sampling indexing strategy to track the MSCI USA Extended ESG Focus Index. Concentrates in consumer goods and services and technology sectors.
Inception date
December 1, 2016
Fund family
iShares

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Data updated on 2026-08-02