iShares ESG Aware MSCI EAFE ETF

Shareclass
iShares ESG Aware MSCI EAFE ETF (ESGD)
Type
Exchange-traded fund
Sustainability mandate
Prison industrial complex grade: One or more holdings were flagged as higher risk by our prison industrial complex screen, making up less than 1% of the portfolio. Assigned a grade of C.
C
$278.91 MILLION
Prison industrial complex
9
flagged holdings
3.35%
of assets flagged
Data as of 31 Oct 2024
Flagged investments:
$278.91 MILLION, 3.35% of assets
Higher risk:
$50.2 MILLION, 0.6% of assets
 Private prison operators:
$0, 0% of assets
For each prison industrial complex category, click to see the breakdown of flagged holdings.
Prison industry
Prison industry
Incarceration and detention facilities, services in facilities, supervision and monitoring
3
holdings
$97.81M
invested
1.18%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
8
holdings
$270.36M
invested
3.25%
of portfolio
All flagged holdings
9 holdings
9 holdings
  • 1.  
    HSBC Holdings PLC
    Prison industryBorder industry
    $82.2M
    0.99%
  • 2.  
    RELX PLC
    Border industry
    $69.25M
    0.83%
  • 3.  
    Honda Motor Co Ltd
    Border industry
    $37.21M
    0.45%
  • 4.  
     Airbus SE
    Border industry
    $31.94M
    0.38%
  • 5.  
    Yamaha Motor Co Ltd
    Border industry
    $20.46M
    0.25%
Higher risk
Private prison operator
See all
iShares ESG Aware MSCI EAFE ETF $ESGD is 3.35% ($278.91 MILLION) invested in companies with prison involvement
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Financial performance
Performance data provided byMorningstarFind more financial data on ESGD at Morningstar.com
Current fund
ESGD
iShares ESG Aware MSCI EAFE ETF
Family
BlackRock/iShares
Category
Foreign Large Blend
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:
Higher 5-yr returns 
0.71% more in annualized returns
Less invested in private prison operators 
0.03% less invested
More invested in higher risk companies, prison industry 
0.03% more invested
More invested in higher risk companies, border industry 
0.04% more invested
More invested in higher risk companies 
0.08% more invested
More invested in all screened prison industry companies 
0.11% more invested
More invested in all screened border industry companies 
1.37% more invested
More invested in all screened companies 
1.14% more invested
Current fund
ESGD
iShares ESG Aware MSCI EAFE ETF
Family
BlackRock/iShares
Category
Foreign Large Blend
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:
Higher 5-yr returns 
0.71% more in annualized returns
Less invested in private prison operators 
0.03% less invested
More invested in higher risk companies, prison industry 
0.03% more invested
More invested in higher risk companies, border industry 
0.04% more invested
More invested in higher risk companies 
0.08% more invested
More invested in all screened prison industry companies 
0.11% more invested
More invested in all screened border industry companies 
1.37% more invested
More invested in all screened companies 
1.14% more invested
Current fund
ESGD
iShares ESG Aware MSCI EAFE ETF
Family
BlackRock/iShares
Category
Foreign Large Blend
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:
Higher 5-yr returns 
0.71% more in annualized returns
Less invested in private prison operators 
0.03% less invested
More invested in higher risk companies, prison industry 
0.03% more invested
More invested in higher risk companies, border industry 
0.04% more invested
More invested in higher risk companies 
0.08% more invested
More invested in all screened prison industry companies 
0.11% more invested
More invested in all screened border industry companies 
1.37% more invested
More invested in all screened companies 
1.14% more invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
ESGD - iShares ESG Aware MSCI EAFE ETF
22%
2.36%
6.28%
/
0% 
Benchmark
ACWX - iShares MSCI ACWI ex U.S. ETF
23%
1.44%
5.57%
4.64%
0.03% 
Fund compared to benchmark
 
-1.12%
0.92%
0.71%
/
0.03%  lower
Find more financial data on ESGD at Morningstar.com
What's next?
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Get started with our action toolkit
Action toolkit
Ask your employer about adding prison industrial complex-free options to your retirement plan
Find sustainable funds that are prison industrial complex-free
Visit Fossil Free Funds to see this fund's exposure to fossil fuel companies and companies with high carbon footprints
More from Invest Your Values
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