ESGD - ETF AI Analysis
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iShares ESG Aware MSCI EAFE ETF (ESGD)
ESGD, the iShares ESG Aware MSCI EAFE ETF, has a solid overall rating driven by several strong, diversified holdings with healthy financials and generally positive outlooks. Key contributors include ASML, Novartis, HSBC, Intesa Sanpaolo, and ABB, which show robust revenue and profit growth, supportive technical trends, and in some cases attractive dividends or valuations, helping underpin the fund’s quality. The main risk factor is that some holdings like SAP, Allianz, Roche, and Shell face bearish or mixed technical signals and potential overvaluation or growth challenges, which can temper the ETF’s overall strength.
ESGD vs. SPDR S&P 500 ETF (SPY)
- AUM
- 11.86B
- Region
- Developed Markets
- Expense Ratio
- 0.20%
- Beta
- 0.75
- Issuer
- iShares
- Inception Date
- Jun 28, 2016
- Dividend Yield
- 3.33%
- Asset Class
- Equity
- Index Tracked
- MSCI EAFE Extended ESG Focus Index
ESGD Summary
ESGD is an ETF that follows the MSCI EAFE Extended ESG Focus Index, investing in large and mid-sized companies in developed markets outside the U.S. and Canada, with an emphasis on strong environmental, social, and governance (ESG) practices. It holds well-known names like Nestlé and Novartis, and spreads money across many countries such as Japan, the UK, and Australia, and across different sectors like financials, industrials, and health care. Someone might invest in ESGD for broad international diversification while supporting more sustainable companies. A key risk is that its value can rise and fall with global stock markets.
How much will it cost me?
The iShares ESG Aware MSCI EAFE ETF (ESGD) has an expense ratio of 0.21%, which means you’ll pay $2.10 per year for every $1,000 invested. This is slightly higher than average for passively managed ETFs because it incorporates ESG criteria into its investment process, which requires additional research and screening.
What would affect this ETF?
Positive drivers for ESGD include growing global interest in sustainable investing and potential regulatory incentives for companies with strong ESG practices, which align with the fund's focus on developed markets outside North America. However, economic slowdowns in Europe or Asia, changes in ESG regulations, or underperformance in key sectors like Financials and Industrials could negatively impact the ETF's performance.
ESGD Top 10 Holdings
ESGD leans heavily on European industrial and financial powerhouses, with ASML and ABB doing much of the heavy lifting thanks to their rising, tech-and-automation-driven share prices. Shell has also been a steady tailwind as energy markets stay supportive. On the flip side, SAP and Allianz have seen more mixed, sometimes lagging action, occasionally putting a brake on overall returns. With most top names based in Europe and focused on banks, industrials, and health care, this ETF is a developed-markets ex-U.S. play with a clear continental tilt and an ESG overlay.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NL:ASML | ASML Holding NV | 3.19% | $376.96M | EUR 564.27B | 68.36% | 76Outperform |
 CH:NOVN | Novartis AG | 1.52% | $179.39M | CHF 228.27B | 19.51% | 80Outperform |
 GB:HSBA | HSBC Holdings | 1.50% | $176.86M | GBP 244.69B | 44.37% | 80Outperform |
 DE:SAP | SAP SE | 1.27% | $150.01M | EUR 232.60B | -14.57% | 66Neutral |
 RHHVF | Roche Holding AG | ― | ― | ― | ― | 73Outperform |
 GB:SHEL | Shell (UK) | 1.20% | $141.60M | GBP 224.21B | 47.13% | 73Outperform |
 DE:SIE | Siemens | 1.14% | $133.95M | EUR 206.31B | 10.81% | 74Outperform |
 CH:NESN | Nestlé SA | 1.12% | $132.31M | CHF 212.03B | -0.94% | 71Outperform |
 DE:ALV | Allianz | 1.05% | $124.30M | EUR 164.32B | 19.20% | 67Neutral |
 AZN | AstraZeneca | ― | ― | ― | ― | 80Outperform |
ESGD Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ESGD, the sentiment is Neutral. The current price of 102.74 is below the 20-day moving average (MA) of 103.25, below the 50-day MA of 105.14, and above the 200-day MA of 101.00, indicating a neutral trend. The MACD of -0.72 indicates Negative momentum. The RSI at 45.11 is Neutral, neither overbought nor oversold. The STOCH value of 49.86 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for ESGD.
ESGD Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| ESGD | $102.74 | $112.00(9.01% Upside) | $11.86B | 0.20% | 65Neutral |
 IEFA | $96.53 | $114.28(18.39% Upside) | $190.06B | 0.07% | 65Neutral |
 EFA | $103.55 | $123.18(18.96% Upside) | $76.89B | 0.32% | 66Neutral |
 EFV | $79.35 | $88.95(12.10% Upside) | $30.52B | 0.33% | 67Neutral |
 FENI | $39.71 | $47.04(18.47% Upside) | $11.50B | 0.28% | 67Neutral |
 JIRE | $82.01 | $98.21(19.75% Upside) | $11.01B | 0.24% | 68Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| ESGD | iShares ESG Aware MSCI EAFE ETF | 102.74 | 11.11 | 12.12% | |
| IEFA | iShares Core MSCI EAFE ETF | 96.53 | 10.78 | 12.58% | |
| EFA | iShares MSCI EAFE ETF | 103.55 | 11.41 | 12.39% | |
| EFV | iShares MSCI EAFE Value ETF | 79.35 | 14.07 | 21.56% | |
| FENI | Fidelity Enhanced International ETF | 39.71 | 5.09 | 14.69% | |
| JIRE | JPMorgan International Research Enhanced Equity ETF | 82.01 | 9.14 | 12.54% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.