Ishares Environmentally Aware Real Estate ETF
Shareclass
iShares Environmentally Aware Rl Est ETF (ERET)
Type
Exchange-traded fund
Manager
Gender equality score
51
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Ishares Environmentally Aware Real Estate ETF ERET
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. GPT Group0.35% of assets$33,281 invested
- 2. Mirvac Group0.33% of assets$31,318 invested
- 3. Stockland Corp Ltd0.46% of assets$44,386 invested
- 4. Unibail-Rodamco-Westfield Act. SIIC ET STES FONC.EUROP.0.66% of assets$62,913 invested
- 5. Land Securities Group PLC0.4% of assets$38,448 invested
- 6. Lifestyle Communities Ltd0.02% of assets$2,341 invested
- 7. CapitaLand Integrated Commercial Trust0.63% of assets$60,519 invested
- 8. City Developments Ltd0.1% of assets$9,383 invested
- 9. Welltower Inc4.7% of assets$450,343 invested
- 10. Fastighets AB Balder Class B0.26% of assets$25,075 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Daiwa Office Investment Corp0.07% of assets$6,268 invested
- 2. GLP J-REIT0.23% of assets$22,021 invested
- 3. HomeCo Daily Needs REIT Units0.07% of assets$6,874 invested
- 4. Japan Metropolitan Fund Investment Corp0.24% of assets$23,233 invested
- 5. Industrial & Infrastructure Fund Investment Corp0.1% of assets$9,813 invested
- 6. Stag Industrial Inc0.36% of assets$34,655 invested
- 7. Activia Properties Inc0.1% of assets$9,572 invested
- 8. Daiwa Securities Living Investment Corp0.07% of assets$7,174 invested
- 9. KDX Realty Investment Corp0.23% of assets$22,078 invested
- 10. Frontier Real Estate Investment Corp0.08% of assets$7,424 invested
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Financial performance
Performance data provided by
Find more financial data on ERET at Morningstar.com
Find more financial data on ERET at Morningstar.comGender Equality and Returns
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The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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