iShares ESG Aware MSCI EM ETF

Shareclass
iShares ESG Aware MSCI EM ETF (ESGE)
Type
Exchange-traded fund
Sustainability mandate
Gender equality score
Gender equality score

39
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

Unranked

Not ranked due to low data coverage

% Equileap coverage
19%
Gender balance in leadership and workforce
Gender balance in leadership and workforce
19/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
5/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
14/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
0/10
See the score criteria
Top scoring holdings
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. Hansoh Pharmaceutical Group Co Ltd
    0.13% of assets
    $5.34M invested
  • 2. Santander Bank Polska SA
    0.11% of assets
    $4.47M invested
  • 3. Yum China Holdings Inc
    0.46% of assets
    $19.28M invested
  • 4. Alibaba Group Holding Ltd Ordinary Shares
    1.97% of assets
    $82.66M invested
  • 5. Credicorp Ltd
    0.27% of assets
    $11.4M invested
  • 6. Allegro.EU SA Ordinary Shares
    0.31% of assets
    $12.84M invested
  • 7. Orlen SA
    0.09% of assets
    $3.92M invested
  • 8. WuXi Biologics (Cayman) Inc
    0.35% of assets
    $14.58M invested
  • 9. JD.com Inc Ordinary Shares - Class A
    0.37% of assets
    $15.66M invested
  • 10. KGHM Polska Miedz SA
    0.09% of assets
    $3.99M invested
Bottom scoring holdings
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. New Oriental Education & Technology Group Inc Ordinary Shares
    0.1% of assets
    $4.19M invested
  • 2. China International Capital Corp Ltd Shs -H- Unitary 144A/Reg S
    0.1% of assets
    $4.06M invested
  • 3. PDD Holdings Inc ADR
    0.85% of assets
    $35.67M invested
  • 4. Far East Horizon Ltd
    0.11% of assets
    $4.7M invested
  • 5. CSPC Pharmaceutical Group Ltd
    0.1% of assets
    $4.01M invested
  • 6. Kingboard Holdings Ltd
    0.09% of assets
    $3.82M invested
  • 7. China Construction Bank Corp Class H
    1.19% of assets
    $50.02M invested
  • 8. Agricultural Bank of China Ltd Class H
    0.31% of assets
    $12.97M invested
  • 9. Agricultural Bank of China Ltd Class A
    0.16% of assets
    $6.83M invested
  • 10. China Construction Bank Corp Class A
    0.16% of assets
    $6.54M invested
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Financial performance
Performance data provided byMorningstarFind more financial data on ESGE at Morningstar.com
Gender Equality and Returns
Returns chart for iShares ESG Aware MSCI EM 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
ESGE
iShares ESG Aware MSCI EM ETF
Family
BlackRock/iShares
Category
Diversified Emerging Mkts
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
4.09% less  in annualized returns
Lower overall gender equality score 
14 / 100 points lower
Lower gender balance in leadership and workforce score 
5 / 40 points lower
Lower equal compensation and work life balance score 
6 / 30 points lower
Lower policies promoting gender equality score 
3 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
ESGE
iShares ESG Aware MSCI EM ETF
Family
BlackRock/iShares
Category
Diversified Emerging Mkts
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
4.09% less  in annualized returns
Lower overall gender equality score 
14 / 100 points lower
Lower gender balance in leadership and workforce score 
5 / 40 points lower
Lower equal compensation and work life balance score 
6 / 30 points lower
Lower policies promoting gender equality score 
3 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
ESGE
iShares ESG Aware MSCI EM ETF
Family
BlackRock/iShares
Category
Diversified Emerging Mkts
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
4.09% less  in annualized returns
Lower overall gender equality score 
14 / 100 points lower
Lower gender balance in leadership and workforce score 
5 / 40 points lower
Lower equal compensation and work life balance score 
6 / 30 points lower
Lower policies promoting gender equality score 
3 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
ESGE - iShares ESG Aware MSCI EM ETF
6.96%
-7.61%
1.17%
/
39  / 100 points
Benchmark
ACWX - iShares MSCI ACWI ex U.S. ETF
13%
1.17%
5.26%
3.83%
53  / 100 points
Fund compared to benchmark
 
-5.69%
-8.78%
-4.09%
/
14  / 100 points lower
Find more financial data on ESGE at Morningstar.com
What's next?
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