USA ESG Passive

iShares ESG Optimized MSCI USA ETF

The iShares MSCI USA ESG Select ETF (the “Fund”) seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider.

$154.88

Key Metrics

TER 0.25% per year
Distribution policy Distributing
Fund size USD 4,028 M
Inception date January 24, 2005
Holdings 195
Fund currency USD
Fund domicile US
Provider iShares
For full official fund details, factsheets, and holdings, visit ishares.com (opens in new tab).

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Historical Return

Last updated: Nov 01, 2026
1 Year +10.9% +0.8% Div
3 Years (avg.) +21.0% +0.8% Div
5 Years (avg.) +8.4% +0.8% Div

Risk & Analysis Metrics

Last updated: Nov 01, 2026

Volatility

12.41% 1 Year
14.43% 3 Years
17.08% 5 Years
23.81% 10 Years

Max Drawdown

-9.99% 1 Year
-19.73% 3 Years
-28.97% 5 Years
-54.11% 10 Years

Sharpe Ratio

0.47 1 Year
1.03 3 Years
0.29 5 Years
0.20 10 Years

Return Triangle (Heatmap)

Last updated: Nov 01, 2026
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
2011 -0.9% 2.9% 10.0% 10.9% 7.9% 8.6% -0.2% -1.2% 1.9% 3.8% 6.0% 3.2% 4.6% 5.7% 6.3%
2012 6.9% 16.0% 15.1% 10.2% 10.7% -0.1% -1.2% 2.3% 4.3% 6.7% 3.6% 5.1% 6.3% 6.9%
2013 25.8% 19.4% 11.4% 11.6% -1.5% -2.5% 1.6% 4.0% 6.7% 3.3% 4.9% 6.2% 6.9%
2014 13.3% 4.8% 7.3% -7.3% -7.3% -1.9% 1.2% 4.5% 1.1% 3.0% 4.6% 5.4%
2015 -3.1% 4.3% -13.3% -11.9% -4.7% -0.7% 3.3% -0.4% 1.9% 3.8% 4.7%
2016 12.4% -18.0% -14.6% -5.1% -0.2% 4.4% 0.0% 2.6% 4.6% 5.6%
2017 -40.1% -25.6% -10.3% -3.1% 2.8% -1.9% 1.3% 3.6% 4.8%
2018 -7.5% 9.8% 13.7% 17.7% 8.3% 10.5% 12.1% 12.4%
2019 30.3% 26.1% 27.6% 12.6% 14.6% 15.7% 15.6%
2020 22.1% 26.3% 7.3% 10.9% 13.0% 13.3%
2021 30.6% 0.6% 7.4% 10.9% 11.6%
2022 -22.6% -2.6% 5.0% 7.4%
2023 22.6% 22.2% 19.7%
2024 21.8% 18.3%
2025 14.9%

Distributions

*by ETF Portfolio Weight Last updated: Nov 01, 2026

Profit Margin Distribution

< 0%
3%
1y 3y N/A N/A
0 - 5%
7%
1y 3y N/A N/A
5 - 10%
9%
1y 3y N/A N/A
10 - 15%
12%
1y 3y N/A N/A
15 - 20%
11%
1y 3y N/A N/A
20 - 30%
22%
1y 3y N/A N/A
30 - 40%
8%
1y 3y N/A N/A
> 40%
28%
1y 3y N/A N/A

P/E Ratio Distribution

< 0
3%
1y 3y N/A N/A
0 - 10
2%
1y 3y N/A N/A
10 - 15
16%
1y 3y N/A N/A
15 - 20
9%
1y 3y N/A N/A
20 - 25
8%
1y 3y N/A N/A
25 - 35
32%
1y 3y N/A N/A
35 - 50
20%
1y 3y N/A N/A
> 50
10%
1y 3y N/A N/A

Discounted Cash Flow

Weighted Average Undervaluation
N/A
Undervalued
> 60%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
15 - 30%
0%
1y 3y N/A N/A
Fair (&plusmn;15%)
0%
1y 3y N/A N/A
Overvalued
15 - 30%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
> 60%
0%
1y 3y N/A N/A

Market Cap Size Distribution

Micro Cap
0.0%
1y 3y N/A N/A
Small Cap
0.0%
1y 3y N/A N/A
Mid Cap
0.0%
1y 3y N/A N/A
Large Cap
43.2%
1y 3y N/A N/A
Mega Cap
56.8%
1y 3y N/A N/A
Micro: < $300M Small: $300M–$2B Mid: $2B–$10B Large: $10B–$200B Mega: > $200B

Portfolio Concentration

*by ETF Portfolio Weight Last updated: Nov 01, 2026
27.7% Top 5 Holdings
36.7% Top 10 Holdings
68.7% Top 50 Holdings
88.6% Top 100 Holdings
Top 5 Companies
NVDA NVIDIA Corp
8.1%
AAPL Apple Inc
7.4%
MSFT Microsoft Corporation
5.4%
GOOG Alphabet Inc
3.8%
AVGOP Broadcom Inc
3.0%

Latest News

about 18 hours ago • fool.com

Should You Really Buy Nvidia Stock After CEO Jensen Huang's Exit? Wall Street Has a Clear Answer for Investors.

Jensen Huang resigned from his position as CEO of Nvidia following revelations of extramarital affairs, including one with an alleged Chinese spy. ...
about 21 hours ago • fool.com

Is Nvidia Worth This Much Less Without Jensen Huang?

Jensen Huang led Nvidia to new heights, but the company can survive without him. The market is losing sight of how dominant Nvidia's business is.
about 21 hours ago • cnbc.com

Companies love a ‘rockstar' CEO. Until they depend on one

Jensen Huang's resignation has put Nvidia's succession planning and its dependence on its founder under scrutiny. Analysts and industry experts say...

Average metrics of all companies in portfolio

Last updated: Nov 08, 2026
Market
Average
Market Cap The market value of the company. It's calculated by multiplying the share price by the number of outstanding shares. $777B -
Dividend Yield Yearly payout to shareholders per share. The percentage indicates the payout in relation to the share price. 1.32% 1.64%
Beta Indicates the relationship between the price performance of a share and the market. 1.1 -
P/E Ratio Ratio between share price and earnings per share. A low ratio could indicate that the stock is undervalued or investors aren't expecting high growth. A high ratio could indicate that the stock is overvalued or investors are expecting high growth. 39.03 22.61
Negative P/E Ratio a negative P/E ratio shows that the company is not profitable, and it shows how many years it would take the company to lose its entire market capitalisation if it did not change anything -297.52 -
Profitable Companies 97% -
PEG The ratio between the P/E ratio and the growth rate of the company's earnings per share in the last twelve months. A lower PEG could mean that a stock is undervalued. 591.37 9.45
Price to Sales Ratio Market cap divided by the revenue in the most recent year. 9.97 3.37
Price to Book Ratio Price to Book Ratio is the Market cap divided by the Book value of the company 17.95 6.33
Market
Average
Enterprise Value to EBIT Enterprise Value divided by EBIT 45.01 14.02
Enterprise Value to Revenue Enterprise value divided by revenue 8.19 5.03
Total Debt to Enterprise Value Total debt divided by enterprise value 0.12 0.18
Debt to Equity A higher ratio indicates a higher risk. However, the ratio is difficult to compare between industries where common amounts of debt vary. - 0.99
Profit Margin Net income divided by revenue of the last 4 quarters. It indicates the company's profitability. 20.18% 16.03%
Quarterly Earnings Growth (YoY) The rate at which the company's net income has increased to the same quarter one year ago. - +19.4%
Return on Equity Equity divided by market cap. 57.28% 24.21%
Return on Assets Indicates a company's profitability in relation to its total assets. 14.01% 7.82%
Return on Invested Capital Return on invested capital (ROIC) is net income after dividends divided by the sum of debt and equity. It shows how effective a company is at turning capital invested by shareholders and other debtholders into profits. 24.42% 13.87%

Sectors

Manufacturing 44.3%
Information 20.4%
Finance and Insurance 11.0%
Retail Trade 2.6%
Transportation and Warehousing 2.5%
Professional, Scientific, and Technical Services 1.8%
Utilities 1.6%
Financial Services 1.3%
Mining, Quarrying, and Oil and Gas Extraction 0.9%
Wholesale Trade 0.7%
Health Care and Social Assistance 0.7%
Management of Companies and Enterprises 0.6%
Industrials 0.5%
Administrative and Support and Waste Management and Remediation Services 0.4%
Real Estate and Rental and Leasing 0.3%
Basic Materials 0.3%
Construction 0.1%
Other 10.0%

Countries

United States 99.5%
Brazil 0.3%
China 0.2%

Stock Screener

Select filters to narrow down the 166 investments below

166 companies

Limit holdings to companies in a single sector.

$0B >$1T

Ratio between share price and earnings per share. A low ratio could indicate undervaluation.

<0 >50

Ratio of dividends in the last 12 months to current share price.

0% 3%

Revenue increase compared to the same quarter one year ago.

0% 30%

Net income increase compared to the same quarter one year ago.

0% 30%

Profitability of the last quarter.

<-30% >30%

A higher ratio indicates a higher risk. The ratio is difficult to compare between industries.

<0 >3

Discounted cash flow valuation vs. current price. Positive = undervalued, negative = overvalued.

<-50% >+100%
Market Cap
P/E Ratio
Dividends Ratio of dividends in the last 12 months to current share price
Total Investment
Weight

NVIDIA Corp

NVDA - Manufacturing

NVIDIA Corp

NVDA - Manufacturing
Market Cap $3.57T
P/E Ratio 20.5
Dividends 0.3%
Total Investment $296.1M
Weight 7.35%

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Apple Inc

AAPL - Manufacturing

Apple Inc

AAPL - Manufacturing
Market Cap $4.72T
P/E Ratio 39.5
Dividends 0.3%
Total Investment $268.75M
Weight 6.67%

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Microsoft Corporation

MSFT - Information

Microsoft Corporation

MSFT - Information
Market Cap $5.37T
P/E Ratio 27.3
Dividends 0.7%
Total Investment $195.6M
Weight 4.86%

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Alphabet Inc - Ordinary Shares - Class C

GOOG - Information

Alphabet Inc - Ordinary Shares - Class C

GOOG - Information
Market Cap $4.51T
P/E Ratio 15.1
Dividends 0.3%
Total Investment $137.59M
Weight 3.42%

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Broadcom Inc - 8% PRF CONVERT 30/09/2022 USD 1000 - Ser A

AVGOP - Manufacturing

Broadcom Inc - 8% PRF CONVERT 30/09/2022 USD 1000 - Ser A

AVGOP - Manufacturing
Market Cap $1.65T
P/E Ratio 43.1
Dividends 0.7%
Total Investment $109.9M
Weight 2.73%

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Alphabet Inc - Ordinary Shares - Class C

GOOG - Information

Alphabet Inc - Ordinary Shares - Class C

GOOG - Information
Market Cap $4.51T
P/E Ratio 15.1
Dividends 0.3%
Total Investment $104.52M
Weight 2.59%

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Hartford Financial Services Group Inc.

HIG - Finance and Insurance

Hartford Financial Services Group Inc.

HIG - Finance and Insurance
Market Cap $16.06B
P/E Ratio 8.2
Dividends 1.7%
Total Investment $56.98M
Weight 1.41%

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Lilly(Eli) & Co

LLY - Manufacturing

Lilly(Eli) & Co

LLY - Manufacturing
Market Cap $1.77T
P/E Ratio 46.7
Dividends 0.5%
Total Investment $56.87M
Weight 1.41%

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Micron Technology Inc.

MU - Manufacturing

Micron Technology Inc.

MU - Manufacturing
Market Cap $1.16T
P/E Ratio 10.3
Dividends 0.1%
Total Investment $55.72M
Weight 1.38%

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Tesla Inc

TSLA - Manufacturing

Tesla Inc

TSLA - Manufacturing
Market Cap $1.62T
P/E Ratio 394.2
Dividends 0.0%
Total Investment $54.61M
Weight 1.36%

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Advanced Micro Devices Inc.

AMD - Manufacturing

Advanced Micro Devices Inc.

AMD - Manufacturing
Market Cap $743.21B
P/E Ratio 114.6
Dividends 0.0%
Total Investment $53.73M
Weight 1.33%

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Morgan Stanley

MS - Financial Services

Morgan Stanley

MS - Financial Services
Market Cap $283.12B
P/E Ratio 15.0
Dividends 2.3%
Total Investment $52M
Weight 1.29%

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Applied Materials Inc.

AMAT - Manufacturing

Applied Materials Inc.

AMAT - Manufacturing
Market Cap $259.43B
P/E Ratio 29.2
Dividends 0.5%
Total Investment $46.44M
Weight 1.15%

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The Bank of New York Mellon Corporation

0HLQ.L - Finance and Insurance

The Bank of New York Mellon Corporation

0HLQ.L - Finance and Insurance
Market Cap $102.37B
P/E Ratio 16.9
Dividends 1.5%
Total Investment $44.52M
Weight 1.11%

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Visa Inc - Ordinary Shares - Class A

V - Information

Visa Inc - Ordinary Shares - Class A

V - Information
Market Cap $1.12T
P/E Ratio 34.5
Dividends 0.7%
Total Investment $44.14M
Weight 1.10%

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Mastercard Incorporated - Ordinary Shares - Class A

MA - Information

Mastercard Incorporated - Ordinary Shares - Class A

MA - Information
Market Cap $767.4B
P/E Ratio 34.5
Dividends 0.5%
Total Investment $40.29M
Weight 1.00%

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Ecolab, Inc.

ECL - Manufacturing

Ecolab, Inc.

ECL - Manufacturing
Market Cap $86.95B
P/E Ratio 41.7
Dividends 0.9%
Total Investment $39.46M
Weight 0.98%

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Lam Research Corp.

LRCX - Manufacturing

Lam Research Corp.

LRCX - Manufacturing
Market Cap $24.67B
P/E Ratio 33.5
Dividends 0.5%
Total Investment $38.82M
Weight 0.96%

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Palo Alto Networks Inc

PANW - Manufacturing

Palo Alto Networks Inc

PANW - Manufacturing
Market Cap $687.54B
P/E Ratio 700.5
Dividends 0.0%
Total Investment $38.44M
Weight 0.95%

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Cummins Inc.

CMI - Manufacturing

Cummins Inc.

CMI - Manufacturing
Market Cap $61.72B
P/E Ratio 18.8
Dividends 1.8%
Total Investment $33.31M
Weight 0.83%

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