iShares ESG Aware MSCI EAFE ETF

Shareclass

iShares ESG Aware MSCI EAFE ETF (ESGD)

Type

Exchange-traded fund

Manager

BlackRock/iShares

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

82.2

percentile

Universe: Groups

Group: International Equity Funds

Ranking: 195 out of 1,087 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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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. Transurban Group
0.48% of assets
$40.17M invested
2. QBE Insurance Group Ltd
0.25% of assets
$20.72M invested
3. Allianz SE
0.7% of assets
$58.53M invested
4. Sanofi SA
0.48% of assets
$40.4M invested
5. AstraZeneca PLC
1.25% of assets
$104.66M invested
6. Standard Chartered PLC
0.18% of assets
$14.88M invested
7. GSK PLC
0.41% of assets
$33.97M invested
8. National Grid PLC
0.44% of assets
$36.44M invested
9. Westpac Banking Corp
0.31% of assets
$25.86M invested
10. Publicis Groupe SA
0.11% of assets
$9.22M 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. Keyence Corp
0.43% of assets
$36.16M invested
2. Konami Group Corp
0.1% of assets
$8.34M invested
3. VAT Group AG
0.17% of assets
$14.01M invested
4. SECOM Co Ltd
0.12% of assets
$9.75M invested
5. SG Holdings Co Ltd Ordinary Shares
0.1% of assets
$8.77M invested
6. Mitsubishi Corp
0.3% of assets
$25.33M invested
7. Toray Industries Inc
0.14% of assets
$11.68M invested
8. Kingspan Group PLC
0.1% of assets
$8.33M invested
9. Toyota Motor Corp
1.03% of assets
$86.26M invested
10. Mitsubishi Heavy Industries Ltd
0.32% of assets
$26.62M invested

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Top-scoring funds

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Financial performance

Performance data provided by

Find more financial data on ESGD at Morningstar.com

Gender Equality and Returns

Returns chart for iShares ESG Aware MSCI EAFE ETF

Enlarge

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.

Benchmarking tool

Current fund

ESGD

iShares ESG Aware MSCI EAFE ETF

Family

BlackRock/iShares

Category

Foreign Large Blend

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 11/30/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 5-yr returns

0.73% more in annualized returns

Higher overall gender equality score

2 / 100 points higher

Same gender balance in leadership and workforce score

0 / 40 points

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

ESGD

iShares ESG Aware MSCI EAFE ETF

Family

BlackRock/iShares

Category

Foreign Large Blend

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 11/30/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 5-yr returns

0.73% more in annualized returns

Higher overall gender equality score

2 / 100 points higher

Same gender balance in leadership and workforce score

0 / 40 points

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

ESGD

iShares ESG Aware MSCI EAFE ETF

Family

BlackRock/iShares

Category

Foreign Large Blend

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 11/30/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 5-yr returns

0.73% more in annualized returns

Higher overall gender equality score

2 / 100 points higher

Same gender balance in leadership and workforce score

0 / 40 points

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 11/30/24

Morningstar suggested benchmark: MSCI ACWI Ex USA NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
ESGD - iShares ESG Aware MSCI EAFE ETF

12%

4.05%

6.06%

58 / 100 points

Benchmark

13%

2.85%

5.33%

4.53%

56 / 100 points

Fund compared to benchmark

-0.97%

1.19%

0.73%

2 / 100 points higher

Find more financial data on ESGD at Morningstar.com

What's next?

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