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
$303.42 MILLION
Prison industrial complex
11
flagged holdings
3.8%
of assets flagged
Data as of 29 Feb 2024
Flagged investments:
$303.42 MILLION, 3.8% of assets
Higher risk:
$45.73 MILLION, 0.57% 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
5
holdings
$135.39M
invested
1.7%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
10
holdings
$292.87M
invested
3.67%
of portfolio
All flagged holdings
11 holdings
11 holdings
  • 1.  HSBC Holdings PLC
    Prison industryBorder industry
    $67.49M
    0.85%
  • 2.  RELX PLC
    Border industry
    $58.52M
    0.73%
  • 3.  Honda Motor Co Ltd
    Border industry
    $40.71M
    0.51%
  • 4.  BNP Paribas Act. Cat.A
    Prison industryBorder industry
    $31.16M
    0.39%
  • 5.  Airbus SE 
    Border industry
    $26.84M
    0.34%
Higher risk
Private prison operator
See all
iShares ESG Aware MSCI EAFE ETF $ESGD is 3.8% ($303.42 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: 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:
Higher 5-yr returns 
1.76% more in annualized returns
Less invested in private prison operators 
0.03% less invested
More invested in higher risk companies, prison industry 
0.04% more invested
Less invested in higher risk companies, border industry 
0.06% less invested
Less invested in higher risk companies 
0.02% less invested
More invested in all screened prison industry companies 
0.42% more invested
More invested in all screened border industry companies 
1.35% more invested
More invested in all screened companies 
1.3% 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: 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:
Higher 5-yr returns 
1.76% more in annualized returns
Less invested in private prison operators 
0.03% less invested
More invested in higher risk companies, prison industry 
0.04% more invested
Less invested in higher risk companies, border industry 
0.06% less invested
Less invested in higher risk companies 
0.02% less invested
More invested in all screened prison industry companies 
0.42% more invested
More invested in all screened border industry companies 
1.35% more invested
More invested in all screened companies 
1.3% 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: 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:
Higher 5-yr returns 
1.76% more in annualized returns
Less invested in private prison operators 
0.03% less invested
More invested in higher risk companies, prison industry 
0.04% more invested
Less invested in higher risk companies, border industry 
0.06% less invested
Less invested in higher risk companies 
0.02% less invested
More invested in all screened prison industry companies 
0.42% more invested
More invested in all screened border industry companies 
1.35% more invested
More invested in all screened companies 
1.3% 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
14%
4.25%
7.02%
/
0% 
Benchmark
ACWX - iShares MSCI ACWI ex U.S. ETF
13%
1.17%
5.26%
3.83%
0.03% 
Fund compared to benchmark
 
1.7%
3.08%
1.76%
/
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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