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ESGD - ETF AI Analysis
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iShares ESG Aware MSCI EAFE ETF (ESGD)
Rating:66Neutral
Price Target:
$101.00
Positive Factors
Strong Top Holdings
Several key holdings, such as ASML, Sony, and Nestlé, have delivered strong year-to-date performance, supporting the fund’s overall returns.
Geographic Diversification
The ETF invests across multiple countries, including Japan, the UK, and France, reducing reliance on any single economy.
Low Expense Ratio
The fund’s expense ratio is relatively low, making it a cost-effective choice for investors.
Negative Factors
Lagging Holdings
Some top holdings, such as SAP and Schneider Electric, have underperformed year-to-date, potentially dragging on overall performance.
Sector Concentration
The ETF has significant exposure to financials and industrials, which could increase risk if these sectors face challenges.
Limited U.S. Exposure
With only 6% of its portfolio in U.S. companies, the fund may miss out on opportunities in the world’s largest economy.
ESGD vs. SPDR S&P 500 ETF (SPY)
AUM10.15B
RegionDeveloped Markets
Expense Ratio0.21%
Beta0.73
IssueriShares
Inception DateJun 28, 2016
Dividend Yield2.87%
Asset ClassEquity
Index TrackedMSCI EAFE Extended ESG Focus Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume238,842
30 Day Avg. Volume258,778
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
102.11Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering383
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ESGD Summary
The iShares ESG Aware MSCI EAFE ETF (ESGD) is an investment fund that focuses on companies in developed markets outside the U.S. and Canada, such as Japan, the UK, and Germany. It follows the MSCI EAFE Index and includes businesses that meet high environmental, social, and governance (ESG) standards. Some well-known companies in this ETF are Nestlé and Sony. Investors might consider ESGD for global diversification while supporting sustainable and ethical business practices. However, new investors should know that the ETF’s performance can be affected by changes in international markets, which may be more volatile than domestic ones.
How much will it cost me?The iShares ESG Aware MSCI EAFE ETF (ESGD) has an expense ratio of 0.21%, which means you’ll pay $2.10 per year for every $1,000 invested. This is slightly higher than average for passively managed ETFs because it incorporates ESG criteria into its investment process, which requires additional research and screening.
What would affect this ETF?Positive drivers for ESGD include growing global interest in sustainable investing and potential regulatory incentives for companies with strong ESG practices, which align with the fund's focus on developed markets outside North America. However, economic slowdowns in Europe or Asia, changes in ESG regulations, or underperformance in key sectors like Financials and Industrials could negatively impact the ETF's performance.
ESGD Top 10 Holdings
The ESGD ETF leans heavily on European and Asian giants, with a notable focus on financials and industrials. HSBC and AstraZeneca are rising stars, buoyed by strong earnings and strategic growth, while Sony adds a touch of steady momentum from Japan. On the flip side, SAP and Siemens are lagging, weighed down by bearish sentiment and mixed technical signals. The fund’s ESG-driven approach provides a diversified mix across developed markets, but its concentration in financials and healthcare suggests these sectors are key drivers of performance, for better or worse.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ASML Holding NV | 2.15% | $220.86M | €328.05B | 31.57% | 76 Outperform | |
| Novartis AG | 1.45% | $148.67M | CHF196.03B | 12.04% | 80 Outperform | |
| SAP SE | 1.44% | $148.12M | €242.18B | -7.97% | 66 Neutral | |
| AstraZeneca | 1.38% | $141.49M | £216.01B | 33.03% | 76 Outperform | |
| HSBC Holdings | 1.19% | $122.44M | £180.00B | 42.84% | 79 Outperform | |
| Nestlé SA | 1.12% | $115.24M | CHF203.55B | 14.56% | 71 Outperform | |
| Sony | 1.08% | $111.37M | ¥27.54T | 43.55% | 74 Outperform | |
| Siemens | 1.05% | $108.27M | €174.65B | 22.38% | 74 Outperform | |
| TotalEnergies SE | 0.99% | $101.65M | €120.56B | -4.90% | 79 Outperform | |
| Schneider Electric | 0.92% | $94.23M | €125.49B | -7.69% | 62 Neutral |
ESGD Technical Analysis
Neutral
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Price Trends
93.58
Negative
91.83
Positive
87.46
Positive
Market Momentum
-0.49
Positive
42.04
Neutral
17.61
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ESGD, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 93.74, equal to the 50-day MA of 93.58, and equal to the 200-day MA of 87.46, indicating a neutral trend. The MACD of -0.49 indicates Positive momentum. The RSI at 42.04 is Neutral, neither overbought nor oversold. The STOCH value of 17.61 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for ESGD.
ESGD Peer Comparison
Comparison Results
Performance Comparison
ESGD
iShares ESG Aware MSCI EAFE ETF
92.01
16.53
21.90%
IEFA
iShares Core MSCI EAFE ETF
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EFA
iShares MSCI EAFE ETF
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EFV
iShares MSCI EAFE Value ETF
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SCZ
iShares MSCI EAFE Small-Cap ETF
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JIRE
JPMorgan International Research Enhanced Equity ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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