Ishares Esg Msci Etf Profile
| ESMV Etf | USD 28.40 0.27 0.94% |
PerformanceModest
| Odds Of DistressLow
|
IShares ESG is selling for under 28.40 as of the 19th of March 2025; that is 0.94 percent decrease since the beginning of the trading day. The etf's lowest day price was 28.37. IShares ESG has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat modest performance during the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
The underlying index is designed to measure the performance of large- and mid-capitalization U.S. equity securities that reflect the performance of a minimum volatility strategy and, relative to the MSCI USA Index, have higher favorable ESG characteristics and lower carbon exposure. More on iShares ESG MSCI
Moving together with IShares Etf
IShares Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Strategy ETFs, Theme ETFs, Large Blend, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2021-11-02 |
| Benchmark | MSCI USA Minimum Volatility Extended ESG Reduced Carbon Target Index (USD) |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 8.6 Million |
| Asset Type | Equity |
| Category | Strategy |
| Focus | Theme |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Citibank, N.A. |
| Advisor | BlackRock Fund Advisors |
| Custodian | Citibank, N.A. |
| Distributor | BlackRock Investments, LLC |
| Portfolio Manager | Jennifer Hsui, Alan Mason, Greg Savage, Amy Whitelaw |
| Transfer Agent | Citibank, N.A. |
| Fiscal Year End | 31-Jul |
| Exchange | NASDAQ |
| Number of Constituents | 155 |
| Market Maker | Latour Trading |
| Total Expense | 0.18 |
| Management Fee | 0.18 |
| Country Name | USA |
| Returns Y T D | 2.46 |
| Name | iShares ESG MSCI USA Min Vol Factor ETF |
| Currency Code | USD |
| Open Figi | BBG0136JB519 |
| In Threey Volatility | 14.35 |
| 1y Volatility | 12.2 |
| 200 Day M A | 28.1361 |
| 50 Day M A | 28.5547 |
| Code | ESMV |
| Updated At | 18th of March 2025 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.4 |
iShares ESG MSCI [ESMV] is traded in USA and was established 2021-11-02. The fund is listed under Large Blend category and is part of iShares family. The entity is thematically classified as Strategy ETFs. iShares ESG MSCI currently have 4.12 M in assets under management (AUM). , while the total return for the last 3 years was 7.4%.
Check IShares ESG Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares ESG MSCI Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top iShares ESG MSCI Etf Constituents
| ADP | Automatic Data Processing | Stock | Information Technology | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| ED | Consolidated Edison | Stock | Utilities | |
| GILD | Gilead Sciences | Stock | Health Care | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| KR | Kroger Company | Stock | Consumer Staples | |
| MMC | Marsh McLennan Companies | Stock | Financials |
iShares ESG MSCI Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares ESG. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | (0.03) | |||
| Jensen Alpha | 0.0186 | |||
| Total Risk Alpha | 0.0386 | |||
| Treynor Ratio | (0.06) |
IShares ESG Against Markets
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in iShares ESG MSCI. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in population. You can also try the Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.
The market value of iShares ESG MSCI is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares ESG's value that differs from its market value or its book value, called intrinsic value, which is IShares ESG's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares ESG's market value can be influenced by many factors that don't directly affect IShares ESG's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares ESG's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares ESG is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares ESG's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.