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. 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

Carbon Underground 200

holdings

$303.9M

invested

1.75%

of portfolio

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

holdings

$473.86M

invested

2.73%

of portfolio

Consumers utility sector

Top 30 coal-fired utilities

Macroclimate 30

holdings

$147.47M

invested

0.85%

of portfolio

Fossil-fired utilities

Electric utilities powered by coal and natural gas

holdings

$533.71M

invested

3.07%

of portfolio

Investments in major fossil fuel companies:

Top 30 coal-fired power

$147.47M invested

Top 200 carbon reserves

$106.81M invested

Top 200 carbon reserves

$88.31M invested

Top 200 carbon reserves

$50.97M invested

Top 200 carbon reserves

$24.9M invested

Top 200 carbon reserves

$16.79M invested

All fossil fuel companies

24 holdings

1. Berkshire Hathaway Inc Class B
$147.47M
0.85%
2. NextEra Energy Inc
$125.45M
0.72%
3. Exxon Mobil Corp
$106.81M
0.62%
4. Chevron Corp
$88.31M
0.51%
5. ConocoPhillips
$50.97M
0.29%

See all

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

iShares ESG Aware MSCI USA ETF $ESGU is 5.8% invested in fossil fuel stocks, with $1.01 BILLION 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

Search more funds

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: 5/31/21

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

1.39% more in annualized returns

Less invested in fossil fuels

1% less invested

Lower carbon footprint

25 tonnes CO2e/$1M USD lower

More invested in Clean200

1.35% 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: 5/31/21

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

1.39% more in annualized returns

Less invested in fossil fuels

1% less invested

Lower carbon footprint

25 tonnes CO2e/$1M USD lower

More invested in Clean200

1.35% 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: 5/31/21

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

1.39% more in annualized returns

Less invested in fossil fuels

1% less invested

Lower carbon footprint

25 tonnes CO2e/$1M USD lower

More invested in Clean200

1.35% more invested

Month-end trailing returns

Performance as of date: 5/31/21

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

42%

19%

5.8%

Benchmark

40%

18%

17%

14%

6.8%

Fund compared to benchmark

1.8%

1.39%

1% 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

Action toolkit

Recent blog posts

ESG ratings for target date funds

Jul 16, 2021

We’ve added a new group of funds commonly found in company 401(k)s to our database. There are 12 target date fund series rated so far, from major asset managers like Vanguard, BlackRock, Fidelity, and TIAA. These funds represent hundreds of billions in AUM. Now you can see how much of that is invested in fossil fuel companies, arms manufacturers, and private prison companies.

Why is BlackRock’s Carbon Transition fund packed with Big Oil?

Apr 20, 2021

The recently released BlackRock U.S. Carbon Transition Readiness ETF (ticker LCTU) holds major oil and gas companies including Exxon, Chevron, ConocoPhillips, Marathon Petroleum, and Devon Energy; fossil-fired utilities including Berkshire Hathaway, Consolidated Edison, and UGI; and oil field services and pipeline companies including Kinder Morgan, Baker Hughes, and Schlumberger.

Updating the Invest Your Values rating methodologies

Jan 21, 2021

Periodically, we review the Invest Your Values rating methodologies and adjust how we're assigning the A, B, C, D, and F letter grades. As the market changes, the distribution of exposure to companies changes, and the distribution of funds across grade groups can get skewed. By regularly measuring the distribution of results and adjusting the grade assignments, we aim to keep everything up to date.