iShares ESG Aware MSCI EM ETF

Shareclass
iShares ESG Aware MSCI EM ETF (ESGE)
Type
Exchange-traded fund
Sustainability mandate
Deforestation grade: Fund is invested in deforestation-risk agricultural commodity producer/traders, above the threshold of 0.5% and below 1.5%. Assigned a grade of D.
How we track deforestation-risk investments
D
5.01%
INVESTED IN DEFORESTATION-RISK COMPANIES
producers
AGRIBUSINESS
deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy
banks
BANKS AND LENDERS
that finance deforestation-risk agribusiness producers via lending and underwriting
consumers
MAJOR CONSUMER BRANDS
that use deforestation-risk agribusiness commodities in products
17
holdings flagged
4.98%
of assets flagged
This fund contains
 $225.38 MILLION invested 
in holdings flagged for deforestation risk
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producers
Commodity producers
6 holdings
1.23% of assets
$55.71 MILLION invested
banks
Banks and lenders
7 holdings
2.69% of assets
$121.65 MILLION invested
consumers
Major consumer brands
4 holdings
1.06% of assets
$48.02 MILLION invested
Commodity producers
Commodity producers
6 HOLDINGS
Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.
6 HOLDINGS
  • % of portfolio
    $ invested
  • 1. Ptt PCL Units Non-Voting Depository Receipt
    Palm oil producer
    0.45%0.45% of portfolio
    $20.29M$20.29M invested
    Palm oil producer
  • 2. POSCO Holdings Inc
    Palm oil producer
    0.28%0.28% of portfolio
    $12.7M$12.7M invested
    Palm oil producer
  • 3. Sime Darby Bhd
    Palm oil producer
    0.21%0.21% of portfolio
    $9.46M$9.46M invested
    Palm oil producer
  • 4. Samsung C&T Corp
    Palm oil producer
    0.19%0.19% of portfolio
    $8.63M$8.63M invested
    Palm oil producer
  • 5. Kuala Lumpur Kepong Bhd
    Timber producerRubber producerPaper/pulp producerPalm oil producer
    0.1%0.1% of portfolio
    $4.62M$4.62M invested
    Timber producerRubber producerPaper/pulp producerPalm oil producer
View next 1
Banks and lenders
Banks and lenders
7 HOLDINGS
Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
7 HOLDINGS
  • % of portfolio
    $ invested
  • 1. Industrial And Commercial Bank Of China Ltd Class H
    0.63%0.63% of portfolio
    $28.55M$28.55M invested
  • 2. Malayan Banking Bhd
    0.61%0.61% of portfolio
    $27.9M$27.9M invested
  • 3. Public Bank Bhd
    0.56%0.56% of portfolio
    $25.56M$25.56M invested
  • 4. CIMB Group Holdings Bhd
    0.3%0.3% of portfolio
    $13.82M$13.82M invested
  • 5. PT Bank Rakyat Indonesia (Persero) Tbk Registered Shs Series -B-
    0.23%0.23% of portfolio
    $10.58M$10.58M invested
View next 2
Major consumer brands
Major consumer brands
4 HOLDINGS
Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
4 HOLDINGS
  • % of portfolio
    $ invested
  • 1. Hindustan Unilever Ltd
    Palm oil major consumer brand
    0.64%0.64% of portfolio
    $29.25M$29.25M invested
    Palm oil major consumer brand
  • 2. China Mengniu Dairy Co Ltd
    Soy major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    0.24%0.24% of portfolio
    $11.05M$11.05M invested
    Soy major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 3. Grupo Bimbo SAB de CV Class A
    Soy major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    0.09%0.09% of portfolio
    $4.1M$4.1M invested
    Soy major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 4. CJ CheilJedang Corp
    Soy major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    0.08%0.08% of portfolio
    $3.62M$3.62M invested
    Soy major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
View more info
DATA AS OF 31 Oct 2024
Financial performance
Performance data provided byMorningstarFind more financial data on ESGE at Morningstar.com
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
Less invested in commodity producers 
0.12% less invested
Less invested in banks and lenders 
2.64% less invested
Less invested in major consumer brands 
6.49% less invested
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
Less invested in commodity producers 
0.12% less invested
Less invested in banks and lenders 
2.64% less invested
Less invested in major consumer brands 
6.49% less invested
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
Less invested in commodity producers 
0.12% less invested
Less invested in banks and lenders 
2.64% less invested
Less invested in major consumer brands 
6.49% less invested
Month-end trailing returns  
Annualized returns
Deforestation analysis
1-yr
3-yr
5-yr
10-yr
Commodity producers
This fund
ESGE - iShares ESG Aware MSCI EM ETF
23%
-3.16%
3.12%
/
1.23% 
Benchmark
ACWX - iShares MSCI ACWI ex U.S. ETF
23%
1.44%
5.57%
4.64%
1.35% 
Fund compared to benchmark
 
-0.76%
-4.59%
-2.46%
/
0.12%  lower
Find more financial data on ESGE at Morningstar.com
Take Action
Call on U.S. investment firms to implement Deforestation and Land Grab-Free investment policies.
Find top-graded funds that avoid deforestation-risk investments.
Use Fossil Free Funds to check this fund's fossil fuel investments and carbon footprint.
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco

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