ESMV

iShares Trust iShares ESG Optimized MSCI USA Min Vol Factor ETF

$28.79

+0.00%

Market closed. Last update: 12:31 PM ET

📎 Investment Objective

The iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) seeks to track the investment results of an index composed of U.S. large- and mid-capitalization stocks that have been selected and weighted to maximize exposure to low volatility factors while also considering environmental, social and governance (ESG) criteria.

Overview

ETF tracking iShares Trust iShares ESG Optimized MSCI USA Min Vol Factor ETF

Category ESG

Issuer BlackRock

Inception Date 2021-11-04

Market Cap $7.2M

Average Volume N/A

Dividend Yield 1.63%

52-Week Range $26.04 - $29.90

VWAP $28.80

Performance

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Investment Summary

📎 Investment Objective

🎯 Investment Strategy

The ETF seeks to track the MSCI USA Minimum Volatility (USD) ESG Reduced Carbon Target Index, which is designed to measure the performance of a subset of U.S. equity securities that have lower absolute volatility subject to certain constraints. The index selects and weights securities to minimize the overall portfolio volatility, while also considering ESG characteristics and reducing the carbon footprint compared to the broader U.S. equity market.

✨ Key Features

Focuses on U.S. large- and mid-cap stocks with lower volatility
Incorporates ESG criteria to tilt the portfolio towards more sustainable companies
Aims to reduce the overall carbon footprint compared to the broader market
Passively managed to track the underlying index

⚠️ Primary Risks

Market risk: The value of the ETF's holdings may decline due to general market and economic conditions.
Concentration risk: The ETF's performance may be more volatile due to its focus on a limited number of sectors or industries.
ESG risk: The ETF's ESG criteria may exclude certain investments, which could underperform the broader market.
Tracking error risk: The ETF may not perfectly track the underlying index due to various factors.

👤 Best For

The iShares ESG Optimized MSCI USA Min Vol Factor ETF may be suitable for investors seeking exposure to a diversified portfolio of U.S. large- and mid-cap stocks with lower volatility, while also considering ESG factors. This ETF may be appropriate for investors with a medium to long-term investment horizon and a moderate risk tolerance.