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ESGD - ETF AI Analysis
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iShares ESG Aware MSCI EAFE ETF (ESGD)
Rating:65Neutral
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Broad International Diversification
Holdings spread across many developed markets like Japan, the UK, France, Switzerland, and others help reduce reliance on any single country.
Reasonable Expense Ratio for ESG Exposure
The fund’s expense ratio is relatively low for an ESG-focused international ETF, helping investors keep more of their returns over time.
Negative Factors
Mixed Performance Among Top Holdings
While some leading positions like ASML and Siemens have performed strongly, others such as SAP, Nestlé, and Schneider Electric have been weaker, which can dampen overall returns.
Heavy Tilt Toward Financials and Industrials
A large share of the portfolio is in financial and industrial stocks, which can increase sensitivity to economic cycles and sector-specific downturns.
Limited U.S. Market Exposure
Only a small portion of the fund is invested in U.S. companies, so investors relying on this ETF alone may miss out on potential gains from the U.S. market.
ESGD vs. SPDR S&P 500 ETF (SPY)
AUM11.20B
RegionDeveloped Markets
Expense Ratio0.20%
Beta0.72
IssueriShares
Inception DateJun 28, 2016
Dividend Yield3.4%
Asset ClassEquity
Index TrackedMSCI EAFE Extended ESG Focus Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume314,265
30 Day Avg. Volume313,612
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
112.18Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering360
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ESGD Summary
ESGD is an ETF that follows the MSCI EAFE Extended ESG Focus Index, investing in large and mid-sized companies in developed markets outside the U.S. and Canada, with an extra focus on environmental, social, and governance (ESG) standards. It holds many well-known international names such as Nestlé and AstraZeneca, and spreads your money across sectors like financials, industrials, and technology. Someone might invest in ESGD to get broad global diversification while supporting more sustainable companies. A key risk is that its value can go up and down with global stock markets and foreign economies.
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
ESGD’s story is driven by a handful of European heavyweights. ASML is the clear engine, with its rising share price giving the fund a lift and underscoring a tilt toward high-end technology. Financials add more fuel, with HSBC climbing steadily and helping the fund’s large bank exposure. On the industrial side, Siemens and ABB are holding up well, while SAP and Schneider Electric have been losing a bit of steam lately. Health care is a stabilizing force, as steady names like Novartis and Roche help balance this developed-markets ex-U.S. mix.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ASML Holding NV | 2.88% | $323.01M | €467.86B | 66.65% | 76 Outperform | |
| Novartis AG | 1.65% | $184.97M | CHF223.13B | 22.27% | 80 Outperform | |
| HSBC Holdings | 1.36% | $152.54M | £224.14B | 56.90% | 80 Outperform | |
| Siemens | 1.23% | $137.94M | €203.14B | 31.60% | 74 Outperform | |
| AstraZeneca | 1.16% | $130.50M | $298.35B | 34.53% | 80 Outperform | |
| SAP SE | 1.13% | $127.02M | €199.37B | -36.17% | 66 Neutral | |
| Nestlé SA | 1.08% | $121.54M | CHF190.98B | 13.70% | 71 Outperform | |
| ABB Ltd | 1.04% | $116.43M | kr1.41T | 36.28% | 78 Outperform | |
| Roche Holding AG | 0.97% | $109.31M | CHF283.12B | 42.92% | 73 Outperform | |
| Schneider Electric | 0.94% | $105.51M | €138.89B | 4.36% | 62 Neutral |
ESGD Technical Analysis
Positive
―
Price Trends
95.99
Positive
93.93
Positive
90.09
Positive
Market Momentum
1.34
Negative
64.73
Neutral
73.83
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ESGD, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 99.01, equal to the 50-day MA of 95.99, and equal to the 200-day MA of 90.09, indicating a bullish trend. The MACD of 1.34 indicates Negative momentum. The RSI at 64.73 is Neutral, neither overbought nor oversold. The STOCH value of 73.83 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ESGD.
ESGD Peer Comparison
Comparison Results
Performance Comparison
ESGD
iShares ESG Aware MSCI EAFE ETF
100.70
23.46
30.37%
IEFA
iShares Core MSCI EAFE ETF
―
―
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EFA
iShares MSCI EAFE ETF
―
―
―
EFV
iShares MSCI EAFE Value ETF
―
―
―
SCZ
iShares MSCI EAFE Small-Cap ETF
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―
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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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