ESMLiShares ESG Aware MSCI USA Small-Cap ETF
Tracks the investment results of the MSCI USA Small Cap Extended ESG Focus Index.
By iShares · Launched 2018
Annual Cost
0.17%
#746 of 6,040 · low cost
Fund Size
$3.0B
#625 of 6,040 · large
Return (1Y)
+19.9%
Track Record
8 years
#1,710 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,987+19.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Small
Strategy
Index tracking
Focus
ESG
Index tracked
MSCI USA Small Cap Extended ESG Focus Index
Holdings
By weightConcentration
Top 10 holdings = 11.2% of funddiversified
BlackRock Funds III: BlackRock Cash Funds: Institutional; SL Agency Shares
4.7%
SANDISK CORPORATION
1.4%
LUMENTUM HOLDINGS INC.
0.8%
SUNOCOCORP LLC
0.8%
Coherent Corp.
0.7%
TECHNIPFMC PLC
0.6%
US FOODS HOLDING CORP.
0.6%
CASEY'S GENERAL STORES, INC.
0.6%
FTAI Aviation Ltd,
0.5%
ROYAL GOLD, INC.
0.5%
Asset allocation
Stocks
99.3%
Cash
0.7%
By sector
Technology
17.4%
Industrials
16.3%
Healthcare
15.6%
Financial Services
14.2%
Consumer Cyclical
11.3%
Real Estate
6.8%
Energy
5.3%
Basic Materials
4.1%
Other
9.2%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
16.7%Moderate
Year-on-year price swings
Max drawdown
-42.0%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.68Decent risk-adjusted returns
Sortino (3Y)
1.01Good downside protection
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Tracks the investment results of the MSCI USA Small Cap Extended ESG Focus Index.
- Strategy
- Invests primarily in small-capitalization U.S. companies with favorable ESG profiles, using a representative sampling indexing strategy. The Fund aims to achieve investment results comparable to the MSCI USA Small Cap Index while reflecting a higher allocation to companies with better ESG ratings.
- Inception date
- April 10, 2018
- Fund family
- iShares
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Data updated on 2026-09-18