Cyan Reef is an independent publisher and comparison service, not an investment advisor. Its articles, interactive tools and other content are provided to you for free, as self-help tools and for informational purposes only. They are not intended to provide investment advice. Cyan Reef is not compensated by the any third-party for the information published.

iShares ESG Advanced MSCI EM ETF

Instrument Profile

Short Description

This fund seeks to track the investment results of an index composed of large- and mid-capitalization emerging market companies that have a favorable environmental, social and governance rating while applying extensive screens for company involvement in controversial activities.

Why We Like It

1. Grants exposure to large- and mid-cap emerging market stocks with leading environmental, social, and governance (ESG) practices.
2. Avoids exposure to companies with low ESG ratings and severe controversies while applying extensive screens, including fossil fuel-related activities.
3. Used to build a sustainable equity portfolio for the long-term.

Type: Equity ETF
Geography: Emerging Markets
Sector: Diversified
Benchmark Index: MSCI Emerging Markets Choice ESG Screened 5% Issuer Capped Index

Net expense ratio: 0.16% (estimated)
Initial Charge: -
Investment Style: Large-Cap Blend
Fund Size (AUM): USD 13.34m

Data by the open sources of the instrument provider. Last update: 24.5.2021

MSCI Sustainability Score

AA

Source: MSCI Inc.
Last update: May 24th, 2021

Morningstar Sustainability Score

4/5

Source: Morningstar, Inc.
Last update: May 24th, 2021

Total annual returns

2020: n/a

2019: n/a

2018: n/a

Performance data by the open sources of the instrument provider. Last update: 24.5.2021

Top 10 Holdings

Company
Taiwan Semiconductor Manufacturing Co Ltd
Meituan
Naspers Ltd Class N
China Construction Bank Corp Class H
Infosys Ltd
Ping An Insurance (Group) Co. of China Ltd Class H
SK Hynix Inc
NetEase Inc ADR
WuXi Biologics (Cayman) Inc
MediaTek Inc
Weighting
4.65%
3.29%
3.18%
2.57%
2.15%
2.14%
2.01%
1.66%
1.61%
1.55%

Top portfolio holdings as of 21.5.2021 | Source: instrument provider.

Interested in this instrument?

Join the community

Subscribe to receive the latest analytics and materials on impact investing.

The information made available to you does not constitute the giving of investment advice or an offer to sell or the solicitation of an offer to buy any security of any enterprise in any jurisdiction. The securities listed above are not registered and will not be registered for sale in the United Sates and cannot be purchased by U.S. investors as the securities can only be purchased in jurisdictions where they have been registered for sale or where an exemption from registration applies. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Persons is not permitted except pursuant to an exemption from registration under U.S. securities laws, which may not be available; and the availability of the information through the website does not alter or change the persons eligible to purchase the security. All information on this page is subject to Cyan Reef Terms & Conditions. The branding materials of the financial instruments displayed on this web-page are property of the respective instrument providers. Although the information provided was collected with due care, Cyan Reef does not and may not under any circumstances be responsible for the accuracy of the information provided hereby. All content on cyanreef.com is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement by Cyan Reef and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions.