iShares ESG Aware MSCI USA ETF
Fund offered by:
BlackRock/iShares
Ticker: ESGUsocially responsible
Fossil fuel grade: Fossil fuel exposure of 5.68% places the fund in the range of between 5.5% and 9% exposure. Assigned a grade of D.Fossil fuel exposure of 5.68% places the fund in the range of between 5.5% and 9% exposure. Assigned a grade of D.How we track fossil fuel investments
D
$803.13 MILLION
in fossil fuel investments
22
fossil fuel stocks found
5.68%
of assets flagged
Data as of 2/26/21
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. When calculating a portfolio's exposure to a screen list, we only consider long investments, ignoring any shorts or liabilities.
Producers energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
5
holdings
$242.99M
invested
1.72%
of portfolio
Coal industry
Coal industry
Coal miners and owners of coal reserves
No direct stock holdings
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
13
holdings
$385.59M
invested
2.73%
of portfolio
Consumers utility sector
Top 30 coal-fired utilities
Top 30 coal-fired utilities
Macroclimate 30
1
holdings
$113.46M
invested
0.8%
of portfolio
Fossil-fired utilities
Fossil-fired utilities
Electric utilities powered by coal and natural gas
9
holdings
$417.54M
invested
2.95%
of portfolio
Investments in major fossil fuel companies:
Berkshire Hathaway Inc Class B
Macroclimate 30 Top 30 coal-fired power
$113.46M invested
Exxon Mobil Corp
Carbon Underground 200 Top 200 carbon reserves
$85.54M invested
Chevron Corp
Carbon Underground 200 Top 200 carbon reserves
$78.67M invested
ConocoPhillips
Carbon Underground 200 Top 200 carbon reserves
$43.05M invested
Hess Corp
Carbon Underground 200 Top 200 carbon reserves
$21.04M invested
Occidental Petroleum Corp
Carbon Underground 200 Top 200 carbon reserves
$14.68M invested
All fossil fuel companies
22 holdings
22 holdings
  • 1. Berkshire Hathaway Inc Class B
    Macroclimate 30Fossil-fired utility
    $113.46M
    0.8%
  • 2. NextEra Energy Inc
    Fossil-fired utility
    $105.78M
    0.75%
  • 3. Exxon Mobil Corp
    Carbon Underground 200Oil/gas industry
    $85.54M
    0.6%
  • 4. Chevron Corp
    Carbon Underground 200Oil/gas industry
    $78.67M
    0.56%
  • 5. ConocoPhillips
    Carbon Underground 200Oil/gas industry
    $43.05M
    0.3%
See all
Share to spread the word that business as usual is killing the climate.
iShares ESG Aware MSCI USA ETF $ESGU is 5.68% invested in fossil fuel stocks, with $803.13 MILLION invested across 22 equity holdings
Tweet 
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: 2/28/21
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:
Higher
 3-yr returns 
1.69% more in annualized returns
Less invested in fossil fuels 
1.03% less invested
Lower carbon footprint 
28 tonnes CO2e/$1M USD lower
More invested in Clean200 
1.32% 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: 2/28/21
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:
Higher
 3-yr returns 
1.69% more in annualized returns
Less invested in fossil fuels 
1.03% less invested
Lower carbon footprint 
28 tonnes CO2e/$1M USD lower
More invested in Clean200 
1.32% 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: 2/28/21
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:
Higher
 3-yr returns 
1.69% more in annualized returns
Less invested in fossil fuels 
1.03% less invested
Lower carbon footprint 
28 tonnes CO2e/$1M USD lower
More invested in Clean200 
1.32% 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
35%
16%
/
/
5.68% 
Benchmark
IVV - iShares Core S&P 500 ETF
31%
14%
17%
13%
6.71% 
Fund compared to benchmark
 
3.95%
1.69%
/
/
1.03%  lower
Find more financial data on ESGU at Morningstar.com
What's next?
Learn how to make a change and move your money
Get started with our action toolkit
Ask your employer about fossil free options for your retirement plan
Find socially responsible funds that are five-badge fossil free
Divest Invest invites you to join them in pledging to invest fossil free
Visit Deforestation Free Funds to see exposure to rainforest destruction