iShares ESG Aware MSCI USA Small-Cap ETF

Shareclass
iShares ESG Aware MSCI USA Small-Cap ETF (ESML)
Type
Exchange-traded fund
Sustainability mandate
Fund investment profile
Shareclass ticker
ESML
Data as of
31 Jan 2024
Shareclass name
iShares ESG Aware MSCI USA Small-Cap ETF
% of fund assets screened
100%
Shareclass type
Exchange-traded funds (ETFs)
Fund net assets
$1.42 BILLION
Fund category
Small Blend
Domicile country
United States
Portfolio currency
US Dollar
Non-diversification risk
No
Socially responsible fund
Yes
Fossil fuels
Fossil fuel grade
D
Total fossil fuel stock holdings
57
Total % invested in fossil fuel stocks
6.98%
Total assets invested in fossil fuel stocks
$99.15 MILLION
Fossil fuel finance
Fossil fuel finance grade
A
Fossil fuel finance score
0
Total fossil fuel finance stock holdings
0
Total % invested in fossil fuel finance stocks
0%
Total assets invested in fossil fuel finance stocks
$0
Fossil fuel insurance
Fossil fuel insurance grade
A
Fossil fuel insurance score
1.1
Total fossil fuel insurance stock holdings
1
Total % invested in fossil fuel insurance stocks
0.19%
Total assets invested in fossil fuel insurance stocks
$2.7 MILLION
Clean200
Total Clean200 stock holdings
9
Total % invested in Clean200 stocks
0.97%
Total assets invested in Clean200 stocks
$13.81 MILLION
Financial performance
Performance data provided byMorningstarFind more financial data on ESML at Morningstar.com
Current fund
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
Family
BlackRock/iShares
Category
Small 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: 1/31/24
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 
-5.23% less in annualized returns
Less invested in fossil fuels 
1.68% less invested
Lower fossil finance risk score 
24 points lower
Lower fossil insurance risk score 
21 points lower
Less invested in Clean200 
18.86% less invested
Current fund
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
Family
BlackRock/iShares
Category
Small 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: 1/31/24
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 
-5.23% less in annualized returns
Less invested in fossil fuels 
1.68% less invested
Lower fossil finance risk score 
24 points lower
Lower fossil insurance risk score 
21 points lower
Less invested in Clean200 
18.86% less invested
Current fund
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
Family
BlackRock/iShares
Category
Small 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: 1/31/24
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 
-5.23% less in annualized returns
Less invested in fossil fuels 
1.68% less invested
Lower fossil finance risk score 
24 points lower
Lower fossil insurance risk score 
21 points lower
Less invested in Clean200 
18.86% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
ESML - iShares ESG Aware MSCI USA Small-Cap ETF
2.76%
2.43%
9.04%
/
6.98% 
Benchmark
IVV - iShares Core S&P 500 ETF
21%
11%
14%
13%
8.65% 
Fund compared to benchmark
 
-18.03%
-8.52%
-5.23%
/
1.68%  lower
Find more financial data on ESML at Morningstar.com
What's next?
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