iShares ESG Aware MSCI USA Small-Cap ETF ESML

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Morningstar’s Analysis ESML

Will ESML outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

Diverse small-cap exposure with an ESG tilt.

Associate Analyst Brian Paoli

Brian Paoli

Associate Analyst

Summary

The iShares ESG Aware MSCI USA Small-Cap ETF balances a modest environmental, social, and governance tilt with broad US small-cap exposure, though it remains exposed to the inherent risks of small-cap stocks.

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Portfolio Holdings ESML

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 4.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Moderna Inc

1.07 29M
Healthcare

Assurant Inc

0.61 17M
Financial Services

US Foods Holding Corp

0.53 14M
Consumer Defensive

Ovintiv Inc

0.42 12M
Energy

Guardant Health Inc

0.38 10M
Healthcare

ONE Gas Inc

0.38 10M
Utilities

Revvity Inc

0.37 10M
Healthcare

Royal Gold Inc

0.36 10M
Basic Materials

Dynatrace Inc Ordinary Shares

0.35 10M
Technology

Nutanix Inc Class A

0.35 10M
Technology

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