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

45
/ 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
2.92%
Gender balance in leadership and workforce
Gender balance in leadership and workforce
22/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
7/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
16/20
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. Yum China Holdings Inc
    0.38% of assets
    $17.4M invested
  • 2. Santander Bank Polska SA
    0.08% of assets
    $3.73M invested
  • 3. Sino Biopharmaceutical Ltd
    0.13% of assets
    $5.81M invested
  • 4. Orlen SA
    0.15% of assets
    $6.84M invested
  • 5. Allegro.EU SA Ordinary Shares
    0.29% of assets
    $13.22M invested
  • 6. KGHM Polska Miedz SA
    0.1% of assets
    $4.58M invested
  • 7. Greek Organisation of Football Prognostics SA
    0.34% of assets
    $15.22M invested
  • 8. Budimex SA
    0.1% of assets
    $4.72M invested
  • 9. China Mengniu Dairy Co Ltd
    0.24% of assets
    $11.05M invested
  • 10. Fosun International Ltd
    0.21% of assets
    $9.51M 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. CSPC Pharmaceutical Group Ltd
    0.09% of assets
    $4.23M invested
  • 2. Bosideng International Holdings Ltd
    0.11% of assets
    $4.87M invested
  • 3. Alibaba Health Information Technology Ltd
    0.13% of assets
    $5.74M invested
  • 4. Vipshop Holdings Ltd ADR
    0.19% of assets
    $8.68M invested
  • 5. Geely Automobile Holdings Ltd
    0.37% of assets
    $16.53M invested
  • 6. Fosun International Ltd
    0.21% of assets
    $9.51M invested
  • 7. China Mengniu Dairy Co Ltd
    0.24% of assets
    $11.05M invested
  • 8. Budimex SA
    0.1% of assets
    $4.72M invested
  • 9. Greek Organisation of Football Prognostics SA
    0.34% of assets
    $15.22M invested
  • 10. KGHM Polska Miedz SA
    0.1% of assets
    $4.58M 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: 10/31/24
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 
2.46% less  in annualized returns
Lower overall gender equality score 
11 / 100 points lower
Lower gender balance in leadership and workforce score 
3 / 40 points lower
Lower equal compensation and work life balance score 
6 / 30 points lower
Lower policies promoting gender equality score 
1 / 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: 10/31/24
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 
2.46% less  in annualized returns
Lower overall gender equality score 
11 / 100 points lower
Lower gender balance in leadership and workforce score 
3 / 40 points lower
Lower equal compensation and work life balance score 
6 / 30 points lower
Lower policies promoting gender equality score 
1 / 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: 10/31/24
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 
2.46% less  in annualized returns
Lower overall gender equality score 
11 / 100 points lower
Lower gender balance in leadership and workforce score 
3 / 40 points lower
Lower equal compensation and work life balance score 
6 / 30 points lower
Lower policies promoting gender equality score 
1 / 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
23%
-3.16%
3.12%
/
45  / 100 points
Benchmark
ACWX - iShares MSCI ACWI ex U.S. ETF
23%
1.44%
5.57%
4.64%
56  / 100 points
Fund compared to benchmark
 
-0.76%
-4.59%
-2.46%
/
11  / 100 points lower
Find more financial data on ESGE at Morningstar.com
What's next?
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