iShares ESG Aware MSCI EAFE ETF

Shareclass
iShares ESG Aware MSCI EAFE ETF (ESGD)
Type
Exchange-traded fund
Sustainability mandate
Fund investment profile
Shareclass ticker
ESGD
Data as of
29 Dec 2023
Shareclass name
iShares ESG Aware MSCI EAFE ETF
% of fund assets screened
99%
Shareclass type
Exchange-traded funds (ETFs)
Fund net assets
$7.63 BILLION
Fund category
Foreign Large Blend
Domicile country
United States
Portfolio currency
US Dollar
Non-diversification risk
No
Socially responsible fund
Yes
Fossil fuels
Fossil fuel grade
F
Total fossil fuel stock holdings
33
Total % invested in fossil fuel stocks
10%
Total assets invested in fossil fuel stocks
$769.72 MILLION
Fossil fuel finance
Fossil fuel finance grade
D
Fossil fuel finance score
15.1
Total fossil fuel finance stock holdings
24
Total % invested in fossil fuel finance stocks
8.16%
Total assets invested in fossil fuel finance stocks
$622.32 MILLION
Fossil fuel insurance
Fossil fuel insurance grade
D
Fossil fuel insurance score
27.3
Total fossil fuel insurance stock holdings
11
Total % invested in fossil fuel insurance stocks
4.38%
Total assets invested in fossil fuel insurance stocks
$334.44 MILLION
Clean200
Total Clean200 stock holdings
39
Total % invested in Clean200 stocks
13%
Total assets invested in Clean200 stocks
$976.01 MILLION
Financial performance
Performance data provided byMorningstarFind more financial data on ESGD at Morningstar.com
Current fund
ESGD
iShares ESG Aware MSCI EAFE ETF
Family
BlackRock/iShares
Category
Foreign Large Blend
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 5-yr returns 
2% more in annualized returns
Less invested in fossil fuels 
1.97% less invested
Lower fossil finance risk score 
4 points lower
Higher fossil insurance risk score 
14 points higher
More invested in Clean200 
1.78% more invested
Current fund
ESGD
iShares ESG Aware MSCI EAFE ETF
Family
BlackRock/iShares
Category
Foreign Large Blend
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 5-yr returns 
2% more in annualized returns
Less invested in fossil fuels 
1.97% less invested
Lower fossil finance risk score 
4 points lower
Higher fossil insurance risk score 
14 points higher
More invested in Clean200 
1.78% more invested
Current fund
ESGD
iShares ESG Aware MSCI EAFE ETF
Family
BlackRock/iShares
Category
Foreign Large Blend
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 5-yr returns 
2% more in annualized returns
Less invested in fossil fuels 
1.97% less invested
Lower fossil finance risk score 
4 points lower
Higher fossil insurance risk score 
14 points higher
More invested in Clean200 
1.78% more invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
ESGD - iShares ESG Aware MSCI EAFE ETF
8.13%
4.17%
6.99%
/
10% 
Benchmark
ACWX - iShares MSCI ACWI ex U.S. ETF
4.43%
0.74%
4.99%
4.02%
12% 
Fund compared to benchmark
 
3.7%
3.42%
2%
/
1.97%  lower
Find more financial data on ESGD at Morningstar.com
What's next?
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