Fossil fuel companiesare fueling the climate crisis.


iShares ESG Aware MSCI USA ETF

Shareclass
iShares ESG Aware MSCI USA ETF (ESGU)
Type
Exchange-traded fund
Sustainability mandate
Fossil fuel exposure of 6.83% places the fund in the D tier, between 5.5% and 9% exposure.

Methodology
D
Investments in major fossil fuel companies
Exxon Mobil Corp
Carbon Underground 200Top 200 carbon reserves
$76.79 MILLION
Berkshire Hathaway Inc Class B
Macroclimate 50Top 50 coal-fired power
$75.12 MILLION
ConocoPhillips
Carbon Underground 200Top 200 carbon reserves
$65.98 MILLION
Chevron Corp
Carbon Underground 200Top 200 carbon reserves
$53.21 MILLION
Hess Corp
Carbon Underground 200Top 200 carbon reserves
$39.72 MILLION
Ovintiv Inc
Carbon Underground 200Top 200 carbon reserves
$22.96 MILLION
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
7
holdings
$288.13M
invested
1.99%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
2
holdings
$46.06M
invested
0.32%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
20
holdings
$748.78M
invested
5.18%
of portfolio
Utility sector
Top 50 coal-fired utilities
Top 50 coal-fired utilities
Macroclimate 50
1
holdings
$75.12M
invested
0.52%
of portfolio
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
10
holdings
$391M
invested
2.71%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
27 holdings
27 holdings
  • 1. Exxon Mobil Corp
    Carbon Underground 200Oil/gas industry
    $76.79M
    0.53%
  • 2. Berkshire Hathaway Inc Class B
    Macroclimate 50Fossil-fired utility
    $75.12M
    0.52%
  • 3. ConocoPhillips
    Carbon Underground 200Oil/gas industry
    $65.98M
    0.46%
  • 4. Public Service Enterprise Group Inc
    Fossil-fired utility
    $65.56M
    0.45%
  • 5. NextEra Energy Inc
    Oil/gas industryFossil-fired utility
    $64.42M
    0.45%
See all
Share to spread the word.
Business as usual is fueling climate destruction.
iShares ESG Aware MSCI USA ETF $ESGU is 6.83% ($986.83 MILLION) invested in fossil fuel stocks
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Financial performance
Performance data provided byMorningstarFind more financial data on ESGU at Morningstar.com
Current fund
ESGU
iShares ESG Aware MSCI USA ETF
Family
BlackRock/iShares
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 5-yr returns 
-0.3% less in annualized returns
Less invested in fossil fuels 
1.57% less invested
Lower fossil finance risk score 
0 points lower
Lower fossil insurance risk score 
14 points lower
More invested in Clean200 
0.11% more invested
Current fund
ESGU
iShares ESG Aware MSCI USA ETF
Family
BlackRock/iShares
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 5-yr returns 
-0.3% less in annualized returns
Less invested in fossil fuels 
1.57% less invested
Lower fossil finance risk score 
0 points lower
Lower fossil insurance risk score 
14 points lower
More invested in Clean200 
0.11% more invested
Current fund
ESGU
iShares ESG Aware MSCI USA ETF
Family
BlackRock/iShares
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 5-yr returns 
-0.3% less in annualized returns
Less invested in fossil fuels 
1.57% less invested
Lower fossil finance risk score 
0 points lower
Lower fossil insurance risk score 
14 points lower
More invested in Clean200 
0.11% more invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
ESGU - iShares ESG Aware MSCI USA ETF
34%
9.98%
15%
/
6.83% 
Benchmark
IVV - iShares Core S&P 500 ETF
34%
11%
16%
13%
8.4% 
Fund compared to benchmark
 
-0.28%
-1.43%
-0.3%
/
1.57%  lower
Find more financial data on ESGU at Morningstar.com
What's next?
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Get started with our action toolkit
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