EVUSIshares ESG Aware MSCI USA Value ETF
Tracks the investment results of the MSCI USA Value Extended ESG Focus Index.
By iShares · Launched 2023
Annual Cost
0.18%
#762 of 5,854 · low cost
Fund Size
$326M
#1,917 of 5,854 · large
Return (1Y)Goal
+21.0%
Track Record
3 years
#2,844 of 5,854 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$12,129+21.3%
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
Value
Focus
ESG
Index tracked
MSCI USA Value Extended ESG Focus Index
What it actually holds
By weightConcentration
Top 10 holdings = 23.1% of fund✓ well diversified
ALPHABET INC.
5.5%
META PLATFORMS, INC.
4.2%
JPMORGAN CHASE & CO.
2.6%
BERKSHIRE HATHAWAY INC.
1.6%
THE PROCTER & GAMBLE COMPANY
1.6%
EXXON MOBIL CORPORATION
1.6%
JOHNSON & JOHNSON
1.6%
THE HOME DEPOT, INC.
1.5%
ABBVIE INC.
1.5%
MICRON TECHNOLOGY, INC.
1.4%
Asset allocation
Stocks
99.9%
Cash
0.1%
By sector
Technology
24.6%
Financial Services
18.9%
Healthcare
13.2%
Industrials
9.9%
Consumer Defensive
7.5%
Energy
6.0%
Communication
5.5%
Consumer Cyclical
4.6%
Other
9.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
10.7%Moderate
Year-on-year price swings
Max drawdown
-15.6%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.85Decent risk-adjusted returns
Sortino (3Y)
1.24Good downside protection
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Tracks the investment results of the MSCI USA Value Extended ESG Focus Index.
- Strategy
- Seeks to track U.S. large- and mid-capitalization equities exhibiting value characteristics and positive ESG traits. Uses a representative sampling strategy to manage the Fund, investing at least 90% of assets in the Underlying Index components.
- Inception date
- January 31, 2023
- Fund family
- iShares
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Data updated on 2026-08-03