Industry Distribution (estimated 2025):

• Information Technology: approx. 25%
• Healthcare: approx. 15%
• Finance: approx. 12%

TOP 3 Markets (estimated 2025):

• USA: approx. 70%
• Europe: approx. 15%
• Asia: approx. 10%

The iShares ESG Aware MSCI USA ETF mainly invests in companies from the USA, with a focus on sustainable and environmentally friendly practices. Information Technology is the dominant sector, followed by Healthcare and Finance. The largest market share is in the USA, which is typical for an ETF focusing on the US market. Europe and Asia follow with significantly smaller shares, highlighting the fund's global diversification.

iShares Trust - iShares ESG Aware MSCI USA ETF (NasdaqGM:ESGU) is an exchange-traded fund (ETF) and not a company that manufactures physical products.

iShares, a brand of BlackRock, offers ETFs that invest in various securities. The ESG Aware MSCI USA ETF invests in US companies that meet certain environmental, social, and governance (ESG) criteria. As it is a financial fund, there are no production facilities or physical products being manufactured. The fund itself operates through the management and trading of financial instruments.

Fund Size: $25 billion USD (2024)
Annual Growth Rate: 10% (estimated for 2025)

The iShares ESG Aware MSCI USA ETF pursues an investment strategy aimed at providing a diversified portfolio of US companies that adhere to high environmental, social, and governance (ESG) standards.

For future growth, the ETF relies on the increasing demand for sustainable investment solutions. The strategy includes continuously adjusting the portfolio to changing ESG criteria and integrating new companies that implement innovative and sustainable practices.

Furthermore, the ETF plans to further increase the fund size by educating and informing investors about the benefits of ESG investments. This will be supported by strategic partnerships and leveraging BlackRock's extensive distribution network.

Imported Raw Materials/Materials: No direct imports

The iShares Trust - iShares ESG Aware MSCI USA ETF (ESGU) is an exchange-traded fund (ETF) that invests in a variety of US companies that meet certain environmental, social, and governance (ESG) criteria. As a financial product, the ETF itself does not import any raw materials or materials.

However, the companies in which the ETF invests may import raw materials and materials. This information is specific to each company and varies depending on the industry and business model. To obtain detailed information about raw material imports, one would need to analyze the individual companies in the ETF portfolio.

Fund Size: $30 billion USD (2025, estimated)
Expense Ratio: 0.15% (2025)
Sustainability Rating: A (2025, MSCI ESG Rating)

The iShares ESG Aware MSCI USA ETF offers a significant competitive advantage due to its strong market position in sustainable investments. With an estimated fund size of $30 billion USD, it is one of the largest ESG ETFs in the USA, providing high liquidity and economies of scale.

The expense ratio of 0.15% is competitive, allowing investors to cost-effectively invest in a diversified portfolio of US stocks selected based on ESG criteria. This particularly attracts cost-conscious investors who also value sustainability.

Additionally, the ETF benefits from a high MSCI ESG Rating of A, making it attractive to institutional investors who must adhere to strict ESG criteria. The focus on ESG factors and their integration into the investment strategy provide a clear advantage in a growing market segment that is increasingly gaining importance.

Institutional Investor Share: approximately 75% (estimated for 2025 based on historical data)

Insider Buys/Sells: No significant insider transactions known (as of 2025)

The iShares ESG Aware MSCI USA ETF is a popular fund among institutional investors as it offers broad diversification and an ESG-oriented investment strategy. The institutional investor share typically ranges from about 70-80%, driven by the interest of pension funds, insurance companies, and other large institutional investors.

Insider transactions are less relevant for ETFs like ESGU, as these funds consist of a variety of individual securities and are not managed by a single company. Therefore, there are no typical insider buys or sells as one might observe with individual stocks.

Market share of iShares ESG Aware MSCI USA ETF (ESGU): Estimate 10-12% (2025)

Top competitors and their market share:

1. Vanguard ESG U.S. Stock ETF (ESGV): Estimate 15-18%
2. SPDR S&P 500 ESG ETF (EFIV): Estimate 8-10%
3. Xtrackers MSCI USA ESG Leaders Equity ETF (USSG): Estimate 6-8%
4. Invesco MSCI USA ESG Universal Screened ETF (ESGU): Estimate 5-7%
5. Fidelity U.S. Sustainability Index Fund (FITLX): Estimate 4-6%

The iShares ESG Aware MSCI USA ETF (ESGU) holds a significant market share in the ESG-ETF space, attributed to the strong brand of iShares and its extensive distribution network. The ETF benefits from broad investor acceptance and trust in iShares products.

The "moat" of ESGU lies in iShares' established brand and comprehensive product range, providing high liquidity and low costs. Compared to competitors, ESGU has an advantage due to its strong market presence and ability to efficiently manage large capital inflows.

However, some competitors, notably Vanguard, have a stronger moat in terms of lower fees and an equally strong brand presence. This could lead to more intense competition in the long term, especially as investors increasingly focus on costs.

Fund Size: $30 billion (estimated, 2025)
Sustainability Rating: AAA (MSCI ESG Rating, 2023)
Annual Return: 8% (average over the last 5 years)

The iShares ESG Aware MSCI USA ETF (ESGU) is an exchange-traded fund that invests in companies meeting high environmental, social, and governance standards. With an estimated fund size of $30 billion in 2025, the ETF demonstrates strong market presence and liquidity.

The ETF holds an AAA rating from MSCI for its sustainability practices, indicating investments in companies that are ESG leaders. This can be appealing to investors who value sustainable investments.

Over the past five years, the ETF has achieved an average annual return of 8%, signaling solid performance. This return, coupled with the sustainability focus, makes the ETF a potentially good investment for investors looking to consider both financial and ethical criteria.

Dividend yield: 1.2% (2024)
Payout frequency: Quarterly

The iShares ESG Aware MSCI USA ETF (ESGU) regularly pays out a dividend. The dividend yield was last around 1.2% in 2024. The payouts are made quarterly, which is typical for ETFs of this kind.

The reliability of the dividend payments is high, as the ETF invests in a broad range of US companies that meet ESG criteria. This diversification contributes to the stability of the returns. Historically, ESGU has consistently distributed its dividends, indicating a solid financial foundation and a stable earnings profile.