ESGU ETF Analysis: ESG Aware USA | NASDAQ

Large Blend | NASDAQ, USA | Market Cap: 17.737m USD | 12M Return: 17.8% | Charts, Fundamentals & Technical Analysis

US Equities, ESG Stocks, Large Cap, Derivatives
Total Rating 58
Safety 44
Buy Signal -0.26
Large Blend
Category Rotation: -1.2
TER: 0.15%
AUM: 17.7B
Avg Turnover: 46.4M
Risk 3d forecast
Volatility13.4%
VaR 5th Pctl2.54%
VaR vs Median5.02%
Reward TTM
Sharpe Ratio1.00
Rel. Str. IBD49.6
Rel. Str. Peer Group67.3
Character TTM
Beta1.024
Beta Downside1.027
Hurst Exponent0.488
Drawdowns 3y
Max DD19.32%
CAGR/Max DD0.97
CAGR/Mean DD8.38

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 9.5 years of data

Jan +0.1% 8
Feb -2.6% 39
Mar +0.0% 8
Apr +0.6% 6
May +0.3% 8
Jun +0.2% 8
Jul +0.6% 12
Aug -0.3% 17
Sep -3.7% 33
Oct -1.4% 0
Nov +2.6% 27
Dec -0.3% 9

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: ESGU ESG Aware USA

The iShares ESG Aware MSCI USA ETF (ESGU) is a passively managed fund that invests at least 90% of its assets in the component securities of its underlying index, with up to 10% allocated to futures, options, swap contracts, and cash equivalents. The underlying index is an optimized equity benchmark designed to track the performance of U.S. companies with favorable environmental, social, and governance (ESG) characteristics, while maintaining risk and return profiles similar to the broad MSCI USA Index. The fund launched in late 2016, is classified within the large-blend category, and focuses on large-cap U.S. equities, making it a core ESG-tilted complement to traditional U.S. large-cap exposure.

Headlines to Watch Out For
  • ESG investing demand drives record fund inflows
  • SEC climate disclosure rules favor ESG-screened funds
  • Outperformance versus MSCI USA index attracts capital
What is the price of ESGU shares?

As of July 28, 2026, the stock is trading at USD 162.09 with a total of 559,487 shares traded. Over the past week, the price has changed by -0.37%, over one month by -0.28%, over three months by +4.35% and over the past year by +17.76%.

Current recommended Stop Loss: 157.60 (which is 2.8% or 2.6 ATR below the current price).

Is ESGU a buy, sell or hold?

ESG Aware USA has no consensus analysts rating.