iShares ESG Aware MSCI USA ETF

Shareclass
iShares ESG Aware MSCI USA ETF (ESGU)
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
$2.53 BILLION
Prison industrial complex
23
flagged holdings
20%
of assets flagged
Data as of 31 May 2024
Flagged investments:
$2.53 BILLION, 20% of assets
Higher risk:
$127.42 MILLION, 1% 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
13
holdings
$1.66B
invested
13%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
14
holdings
$2.18B
invested
17%
of portfolio
All flagged holdings
23 holdings
23 holdings
  • 1.  Microsoft Corp
    Prison industryBorder industry
    $823.29M
    6.44%
  • 2.  Amazon.com Inc
    Prison industryBorder industry
    $444.1M
    3.47%
  • 3.  Alphabet Inc Class C
    Border industry
    $334.19M
    2.61%
  • 4.  Alphabet Inc Class A
    Border industry
    $182.68M
    1.43%
  • 5.  Costco Wholesale Corp
    Prison industry
    $100.06M
    0.78%
Higher risk
Private prison operator
See all
iShares ESG Aware MSCI USA ETF $ESGU is 20% ($2.53 BILLION) invested in companies with prison involvement
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Financial performance
Performance data provided byMorningstarFind more financial data on ESGU at Morningstar.com
Current fund
ESGU
iShares ESG Aware MSCI USA ETF
Family
BlackRock/iShares
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
-0.31% less in annualized returns
Same in private prison operators 
Both 0% invested
More invested in higher risk companies, prison industry 
0.02% more invested
Less invested in higher risk companies, border industry 
0.33% less invested
Less invested in higher risk companies 
0.33% less invested
Less invested in all screened prison industry companies 
2.55% less invested
Less invested in all screened border industry companies 
1.65% less invested
Less invested in all screened companies 
3.34% less invested
Current fund
ESGU
iShares ESG Aware MSCI USA ETF
Family
BlackRock/iShares
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
-0.31% less in annualized returns
Same in private prison operators 
Both 0% invested
More invested in higher risk companies, prison industry 
0.02% more invested
Less invested in higher risk companies, border industry 
0.33% less invested
Less invested in higher risk companies 
0.33% less invested
Less invested in all screened prison industry companies 
2.55% less invested
Less invested in all screened border industry companies 
1.65% less invested
Less invested in all screened companies 
3.34% less invested
Current fund
ESGU
iShares ESG Aware MSCI USA ETF
Family
BlackRock/iShares
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
-0.31% less in annualized returns
Same in private prison operators 
Both 0% invested
More invested in higher risk companies, prison industry 
0.02% more invested
Less invested in higher risk companies, border industry 
0.33% less invested
Less invested in higher risk companies 
0.33% less invested
Less invested in all screened prison industry companies 
2.55% less invested
Less invested in all screened border industry companies 
1.65% less invested
Less invested in all screened companies 
3.34% less invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
ESGU - iShares ESG Aware MSCI USA ETF
28%
7.88%
15%
/
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
28%
9.54%
16%
13%
0% 
Fund compared to benchmark
 
-0.6%
-1.66%
-0.31%
/
Same
Find more financial data on ESGU at Morningstar.com
What's next?
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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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