ESMViShares ESG Optimized MSCI USA Min Vol Factor ETF
Tracks the investment results of the MSCI USA Minimum Volatility Extended ESG Reduced Carbon Target Index.
By iShares · Launched 2021
Annual Cost
0.18%
#762 of 5,854 · low cost
Fund Size
$8M
#5,008 of 5,854 · small
Return (1Y)Goal
+8.3%
Track Record
4 years
#2,474 of 5,854 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,922+9.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Multi cap
Strategy
Index tracking
Factor
Low volatility
Focus
ESG
Index tracked
MSCI USA Minimum Volatility Extended ESG Reduced Carbon Target Index
What it actually holds
By weightConcentration
Top 10 holdings = 15.9% of fund✓ well diversified
GE VERNOVA INC.
2.0%
CISCO SYSTEMS, INC.
1.8%
NVIDIA CORPORATION
1.6%
The Travelers Companies, Inc.
1.5%
ADVANCED MICRO DEVICES, INC.
1.5%
WELLTOWER INC.
1.5%
AMPHENOL CORPORATION
1.5%
TEXAS INSTRUMENTS INCORPORATED
1.5%
VERIZON COMMUNICATIONS INC.
1.5%
MOTOROLA SOLUTIONS, INC.
1.4%
Asset allocation
Stocks
99.7%
Cash
0.3%
By sector
Technology
34.7%
Healthcare
14.2%
Financial Services
11.2%
Consumer Defensive
7.7%
Industrials
6.6%
Consumer Cyclical
5.7%
Communication
5.3%
Utilities
5.1%
Other
9.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
10.0%Moderate
Year-on-year price swings
Max drawdown
-19.8%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.58Decent risk-adjusted returns
Sortino (3Y)
0.82Moderate downside risk
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Tracks the investment results of the MSCI USA Minimum Volatility Extended ESG Reduced Carbon Target Index.
- Strategy
- Invests primarily in U.S. large- and mid-capitalization equities with lower volatility characteristics and improved ESG quality. Seeks to replicate the MSCI USA Minimum Volatility Extended ESG Reduced Carbon Target Index through a representative sampling indexing strategy.
- Inception date
- November 2, 2021
- Fund family
- iShares
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Data updated on 2026-08-03