iShares ESG Aware MSCI USA ETF

Fund offered by:

Ticker: ESGU socially responsible

Fossil fuel holdings

For each fossil fuel category, we show the fund's exposure, if we found any.

Click a category to see the breakdown of companies in the pie chart and list below.

Producers energy sector

Top 200 owners of carbon reserves

Carbon Underground 200

1.18%

of assets

holdings

$124.36M

invested

Coal industry

Coal miners and owners of coal reserves

No direct stock holdings

Oil/gas industry

Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators

1.96%

of assets

holdings

$206.51M

invested

Consumers utility sector

Top 30 coal-fired utilities

Macroclimate 30

0.86%

of assets

holdings

$90.32M

invested

Fossil-fired utilities

Electric utilities powered by coal and natural gas

3.5%

of assets

holdings

$368.96M

invested

All fossil fuel companies

24 holdings

1. Berkshire Hathaway Inc Class B
0.86% of assets
$90.32M invested
2. NextEra Energy Inc
0.83% of assets
$87.35M invested
3. Exxon Mobil Corp
0.44% of assets
$46.31M invested
4. Chevron Corp
0.44% of assets
$45.87M invested
5. Exelon Corp
0.4% of assets
$42.04M invested

See all

Share to spread the word that business as usual is killing the climate.

iShares ESG Aware MSCI USA ETF $ESGU is 5.46% invested in fossil fuel stocks, with $575.47 MILLION invested across 24 equity holdings

ESGU

Carbon footprint

Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

iShares ESG Aware MSCI USA ETF [ESGU]

Basic

Expanded

Fossil fuels
Investments in coal, oil, and natural gas energy and utility companies

Deforestation
Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Gender equality
Gender equality group ranking, based on Equileap company data

Civilian firearms
Investments in civilian firearms manufacturers and gun retailers

Prison industrial complex
Investments in prisons and borders industry

Military weapons
Investments in military arms manufacturers and services companies

Tobacco
Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Financial performance

Performance data provided by

Find more financial data on ESGU at Morningstar.com

Current fund

ESGU

iShares ESG Aware MSCI USA ETF

Family

BlackRock/iShares

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/20

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher

3-yr returns

1.04% more in annualized returns

Less invested in fossil fuels

1.11% less invested

Lower carbon footprint

31 tonnes CO2e/$1M USD lower

More invested in Clean200

2.09% more invested

Current fund

ESGU

iShares ESG Aware MSCI USA ETF

Family

BlackRock/iShares

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/20

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher

3-yr returns

1.04% more in annualized returns

Less invested in fossil fuels

1.11% less invested

Lower carbon footprint

31 tonnes CO2e/$1M USD lower

More invested in Clean200

2.09% more invested

Current fund

ESGU

iShares ESG Aware MSCI USA ETF

Family

BlackRock/iShares

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/20

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher

3-yr returns

1.04% more in annualized returns

Less invested in fossil fuels

1.11% less invested

Lower carbon footprint

31 tonnes CO2e/$1M USD lower

More invested in Clean200

2.09% more invested

Month-end trailing returns

Performance as of date: 10/31/20

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Climate analysis

1-yr

3-yr

5-yr

10-yr

This fund
ESGU - iShares ESG Aware MSCI USA ETF

13%

11%

5.46%

Benchmark

9.68%

10%

12%

13%

6.58%

Fund compared to benchmark

3.19%

1.04%

1.11% lower

Find more financial data on ESGU at Morningstar.com

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Recent blog posts

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