iShares MSCI USA ESG Optimized ETF (ESGU)
| Assets | $24.03B |
| NAV | $95.53 |
| Expense Ratio | 0.15% |
| PE Ratio | 18.34 |
| Shares Out | 251.55M |
| Dividend (ttm) | $1.23 |
| Dividend Yield | 1.30% |
| Ex-Dividend Date | Jun 9, 2022 |
| 1-Year Return | -6.86% |
| Volume | 628,315 |
| Open | 94.92 |
| Previous Close | 95.53 |
| Day's Range | 93.99 - 94.92 |
| 52-Week Low | 80.64 |
| 52-Week High | 108.91 |
| Beta | 1.01 |
| Holdings | 311 |
| Inception Date | Dec 1, 2016 |
About ESGU
The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The underlying index is an optimized equity index designed to reflect the equity performance of U.S. companies that have favorable environmental, social and governance (ESG) characteristics (as determined by the index provider), while exhibiting risk and return characteristics similar to those of the MSCI USA Index (the parent index).
Top 10 Holdings
26.77% of assets| Name | Symbol | Weight |
|---|---|---|
| Apple | AAPL | 7.40% |
| Microsoft | MSFT | 5.81% |
| Amazon.com | AMZN | 3.37% |
| Tesla | TSLA | 2.14% |
| Alphabet | GOOGL | 1.81% |
| Alphabet | GOOG | 1.75% |
| NVIDIA | NVDA | 1.33% |
| JPMorgan Chase & Co. | JPM | 1.10% |
| The Home Depot | HD | 1.05% |
| UnitedHealth Group | UNH | 1.02% |
Dividends
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Jun 9, 2022 | $0.27594 | Jun 15, 2022 |
| Mar 24, 2022 | $0.32162 | Mar 30, 2022 |
| Dec 13, 2021 | $0.30902 | Dec 17, 2021 |
| Sep 24, 2021 | $0.31853 | Sep 30, 2021 |
| Jun 10, 2021 | $0.24846 | Jun 16, 2021 |
News
Is iShares ESG Aware MSCI USA ETF (ESGU) a Strong ETF Right Now?
Smart Beta ETF report for ESGU
I welcome the scrutiny of ESG investing, says Capricorn's Michaela Edwards
Michaela Edwards, Capricorn Investment Group partner, joins 'Closing Bell' to discuss ESG investing and the outflow of funds from the sector in the last few months.
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Assessing The ESG Investor
As ESG gains traction with investors, surveys have assessed investors' priorities and motivations.
Nuanced Views On ESG Gain Traction
These ETFs offer a differentiated take on ESG investing. Investors are starting to pay attention.
Direct Indexing Minor Threat To ETFs
Direct indexing has benefits for many, but won't be the right solution for everyone.
ESG ETFs Looking Polluted
The liberal use of ‘ESG' on exchange-traded products is a disservice to the spirit of the space.
ESG Investing: Does It Distort the Market?
This massive force in markets rides the Millennial wave of social responsibility, and FANGMAN stocks.
ESG Investing to Gather More Steam: ETFs to Win
ESG investing shows resilience and retains investor attention amid the pandemic.The space is set to receive favorable treatment under Biden presidency.
ESG inflows pace for best quarter, year ever. Unpacking the action
Armando Senra, BlackRock's head of iShares Americas, Salvatore Bruno, chief investment officer at IndexIQ, and Todd Rosenbluth, senior director of ETF and mutual fund research at CFRA, discuss the rise ...
There's no hotter area on Wall Street than ESG with sustainability-focused funds nearing $2 trillion
Record inflows into sustainability-focused funds during the first quarter pushed total assets to nearly $2 trillion.
Diving into the Diverse European ETF Market
Having accurate and comprehensive data is critical to tracking the evolving European ETF universe. CFRA's ETF dataset has included reference data for all global ETFs for several years.