ETF Analysis
iShares ESG Aware MSCI USA ETF (ESGU) ETF Analysis
iShares ESG Aware MSCI USA ETF (ESGU) ETF analysis covering performance, holdings context, risk, drawdowns, volatility, momentum, dividends, valuation exposure, and the current AlgovestIQ assessment.
iShares ESG Aware MSCI USA ETF (ESGU) currently has an AIQ Score of 56/100, indicating a neutral setup. Risk is the strongest factor at 86/100. Value is the weakest current factor at 33/100. Performance, momentum, risk, distribution, and exposure evidence should be read together at the latest market-close snapshot.
ESGU at a Glance
Crawlable current metrics from the latest market-close ETF snapshot.
| Metric | Current |
|---|---|
| Price | $169.13 |
| AIQ Score | 56/100 |
| Overall View | Neutral |
| Technical Analysis Consensus | Strong Buy |
| Fund Size | $17.93B |
| Expense Ratio | 0.15% |
| Holdings Count | 272 |
| NAV | $168.14 |
| Asset Class | Equity |
| Primary Exposure | Information Technology (39.71%) |
| Issuer | IShares |
| Domicile | US |
| Inception Date | Dec 1, 2016 |
| Distribution Yield | 0.92% |
| Beta | 1.04 |
| Average Volume | 391.29K |
| 52-week range | $136.82-$171.09 |
| RSI 14 | 57.03 |
| 50-Day SMA | $168.16 |
| 200-Day SMA | $158.58 |
| Risk Score | 86/100 |
| Momentum Score | 67/100 |
| Value Exposure Score | 33/100 |
ESGU Long-Horizon ETF Performance
Trailing returns, growth of $10,000, drawdown history, and calendar-year returns from available daily closes.
| Period | Total return | Annualized | Max drawdown | Start date |
|---|---|---|---|---|
| 1Y | 14.47% | 14.48% | -9.49% | Oct 20, 2025 |
| 3Y | 82.11% | 22.11% | -19.54% | Oct 20, 2023 |
| 5Y | 60.82% | 10.00% | -26.96% | Oct 25, 2021 |
| 10Y | 60.82% | 10.00% | -26.96% | Oct 25, 2021 |
Growth of $10,000
Indexed to the first available close in this history window.
Drawdown History
Peak-to-trough decline from each prior high over the available window.
Calendar-Year Returns
Full-year returns where available, with the current calendar year shown as YTD.
ESGUiShares ESG Aware MSCI USA ETF
Financial Services / Asset Management - Global
Low Priority
Above Peers
Latest quote
- Momentum67
- Value33
- Quality56
- Risk resilience86
- Sentiment—
ESGU ETF Analysis Summary
iShares ESG Aware MSCI USA ETF (ESGU) currently has an AIQ Score of 56/100, indicating a neutral setup. Risk resilience is the strongest factor at 86/100. Value is the weakest current factor at 33/100. Performance, exposure, distribution, momentum, and risk evidence should be read together at the latest market-close snapshot.
In a neutral regime, ESGU has AIQ Score of 56/100 with Risk resilience base of 86/100 and fading Value at 33/100. Wait for component alignment before adding exposure.
Risk resilience (86/100) leads while Value (33/100) lags. This cross-factor spread creates entry timing uncertainty.
Financial Services · 0.63% ETF move · ESGU classified in Asset Management - Global.
Current Evidence
AlgovestIQ Evidence Summary
Current consensus, supporting evidence, recent changes, and what would strengthen or weaken the view.
Is ESGU Bullish or Bearish Right Now?
ESGU currently has a neutral overall setup. Risk Resilience is the strongest factor at 86/100, while Value is weakest at 33/100. The current evidence suggests a mixed rather than strongly bullish or bearish setup.
- - Momentum is constructive at 67/100.
- - Risk Resilience is supportive at 86/100.
- - Price is +0.57% above its 50-day SMA.
- - Technical consensus has more buy votes than sell votes (30 vs 7).
- - Value is the current constraint at 33/100.
Current Consensus
ESGU's Technical Analysis Consensus is currently Strong Buy, with 30 buy, 8 neutral, and 7 sell votes. ESGU's 14-day RSI is 57.03, which places the ETF in a constructive momentum range. ESGU's beta is 1.04, indicating market sensitivity broadly in line with the market.
What Changed in ESGU?
The largest recent change in ESGU is Momentum moving up by 18.0 points over the available 7-day comparison window. Risk Resilience remains the strongest visible factor.
What Would Change the ESGU Outlook?
The current neutral outlook could improve if AIQ moves above 70, momentum recovers, risk resilience improves, and price confirms a stronger trend above the 50-day and 200-day moving averages. It would weaken if AIQ falls below 40, price loses long-term moving-average support, distribution or liquidity context deteriorates, or risk evidence worsens.
AIQ > 70, RSI above 55, price above SMA-50/SMA-200, and positive market-context evidence.
AIQ below 40, RSI below 45, loss of SMA-200, negative revisions, or rising volatility and drawdown risk.
ESGU Decision Framework
Public evidence layers, setup checks, and risk context for iShares ESG Aware MSCI USA ETF.
iShares ESG Aware MSCI USA ETF (ESGU) ETF Analysis
iShares ESG Aware MSCI USA ETF has an AIQ Score of 56/100 in a Neutral regime. Risk is strongest at 86/100. Beta is 1.04, close to market sensitivity. Review the supporting etf factors together before drawing a conclusion from any single score.
| Evidence Layer | Public Evidence |
|---|---|
| Regime Context | ESGU is in a Neutral AIQ regime with score 56/100. |
| Signal Conflict | The primary conflict is that risk leads at 86/100 while value lags at 33/100. |
| Factor Evidence | Momentum 67/100 · Value 33/100 · Quality 56/100 · Risk 86/100 |
| Persistence | Current snapshot evidence is shown; historical persistence remains in AIQ Pro. |
Current Setup Checklist
Risk is the strongest factor at 86/100.
Momentum is 67/100 and RSI (14) is 57.0.
ESGU is in a Neutral regime at 56/100.
Risk factor is 86/100 with beta 1.04 and annual volatility 13.01%.
Current conflict: risk leads at 86/100 while value lags at 33/100.
ESGU Research Cluster
ETF-specific paths for performance, risk, distributions, market context, data, comparisons, and news.
ESGU ETF Analytics
ESGU holdings context, yield, risk, valuation exposure, momentum, and AIQ evidence.
ESGU Technical Analysis
ESGU technical setup based on RSI, MACD, moving averages, AIQ Momentum, volume, trend, volatility, and pivots.
ESGU ETF Market Context
Track ESGU market context, news pressure, trend changes, income events, and current allocation evidence.
ESGU Distribution Analysis
ESGU distribution yield, annualized distributions, payment history, and income context.
ESGU ETF Data
ESGU available fund data, market metrics, technical readings, risk measures, and AIQ evidence.
ESGU Risk Analysis
ESGU volatility, beta, drawdown, Sharpe ratio, VaR, and downside resilience.
ESGU ETF News
ESGU ETF news, market tone, recent headlines, and catalyst context.
ESGU vs Broad Market / Index Peers
Current peer cohort: ESGU · GRNY · IJH · IJR · ITOT. Compare AIQ, factor scores, Sharpe ratio and 1-year volatility in one indexable view.
| Peer | AIQ | Value | Momentum | Risk | Sharpe | 1Y Volatility | Compare |
|---|---|---|---|---|---|---|---|
| ESGU Current ETF | 56/100 | 33/100 | 67/100 | 86/100 | 0.86 | 13.01% | Current |
| GRNY Fundstrat Granny Shots US Large Cap ETF | 50/100 | 36/100 | 44/100 | 73/100 | 0.35 | 17.85% | ESGU vs GRNY |
| IJH iShares Core S&P Mid-Cap ETF | 62/100 | 48/100 | 53/100 | 83/100 | 0.6 | 15.09% | ESGU vs IJH |
| IJR iShares Core S&P Small-Cap ETF | 62/100 | 55/100 | 52/100 | 82/100 | 0.73 | 15.88% | ESGU vs IJR |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 60/100 | 35/100 | 67/100 | 87/100 | 0.82 | 12.94% | ESGU vs ITOT |
Peer cohort is resolved dynamically from the AlgovestIQ universe taxonomy and Compare relationship graph. Data as of Oct 21, 2026.
About the AIQ Score
Methodology for the current ETF evidence.
The AlgovestIQ AIQ Score combines multiple dimensions of ETF evidence, including momentum, valuation exposure, quality, risk resilience, sentiment context, and timing signals. It is a descriptive research score, not a guarantee of future performance or a personalized recommendation.
View AIQ methodologyFactor Diagnostics
A compact bridge from the AIQ score to the evidence tabs.
Valuation exposure across the fund's holdings.
Quality context inferred from fund exposure and available evidence.
Trend, momentum, volume, and timing confirmation.
Resilience, volatility, beta, drawdown, and tail risk.
News and event pressure around the setup.
Open the return calculator with ETF context while purchase price, shares, dates and fees remain user inputs.
AIQ Component Profile
Compare the five component scores on one consistent 0–100 scale.
Review earnings timing, revisions, news pressure, and prior event reactions in one place.
Open catalystsNo quarterly financial rows in this snapshot.
Checked Oct 22, 2026
Explore factor drivers, conflicts, persistence, and scenario sensitivity in the advanced workspace.
ETF Analytics Snapshot
Current ETF evidence uses fund profile, cost, size, distribution, momentum, and risk fields.
ETF pages use fund-native profile fields for cost, size, liquidity, holdings breadth, NAV, issuer, and launch date.
Market Confirmation
Technicals are summarized first, with the indicator library behind it.
Risk Alignment
Higher resilience is stronger; exposure metrics stay separate.
Continue Researching ESGU
Open the detailed evidence pages and workflows behind the stock overview read.
Premium Feature
Full AIQ Analysis
AIQ Intelligence
AIQ Pro for ESGU
Scenario Analysis
AIQ Scenario Builder
Portfolio Implication
Related Links
ESGU ETF FAQ
What is ESGU ETF price today?
ESGU is currently shown at $169.13. Use the live quote with the 52-week range and AIQ context before comparing funds.
What is ESGU's 52-week high and low?
ESGU's 52-week range is $136.82 to $171.09 based on the latest completed market-close snapshot from Oct 21, 2026. A price near either extreme should be evaluated with volatility and trend evidence.
Does ESGU pay a dividend?
ESGU's current distribution yield is 0.92% based on the latest completed market-close snapshot from Oct 21, 2026. For ETFs, dividend yield should be compared with expense ratio, holdings, and risk.
What should investors compare before buying ESGU?
Compare ESGU's price trend, expense profile, yield, holdings exposure, volatility, and AIQ signal. ETF decisions should focus on portfolio fit as much as current momentum.