iShares ESG Aware MSCI USA ETF

iShares Trust · Series S000055381 · 1 share classes

Equity fund · 100% stocks
One fund, 1 share classes:ESGU
$15.72B NAV
282 positions · as of 2026-02-28 · filed 2026-04-23
data updated 2026-08-10

Fund profile

As filed in the prospectus · 2025 Q4

The iShares ESG Aware MSCI USA 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 while exhibiting risk and return characteristics similar to those of the parent index.

Strategy · summarised

The fund tracks the MSCI USA Extended ESG Focus Index using representative sampling, holding a sample of U.S. large- and mid-cap companies screened for favorable environmental, social and governance characteristics and excluded for involvement in tobacco, controversial weapons, civilian firearms, and certain fossil fuel activities. The index is constructed to maintain risk and return characteristics similar to the broader MSCI USA Index while achieving an ESG score at least 10% better than the parent index. Because the fund samples rather than holds all index constituents, its returns may diverge from the index it seeks to track.

Expenses
0.15%one share class
Share classExpense ratio
ESGU0.15%

Portfolio turnover 24.00% · as of 2025 Q4

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q1

100.25%
of net assets
Stocks99.80%
Cash & short-term0.46%
Derivatives-0.00%

The outer band is exposure held short — written against the portfolio rather than part of it, which is why it sits outside the ring and why the two are never netted into one figure.

Derivatives are shown at market value, not notional exposure.

Latest quarter

What changed since the fund's previous filing

vs 2025Q4: 1 new2 exited

New: S P500 EMINI FUT MAR26

Exited: KELLANOVA, S P500 EMINI FUT DEC25

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Feb 2026

1-year
3-year
5-year
Volatility
Worst 3-yr fall
Cumulative return· Mar 2023 – Feb 2026

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
NVIDIA CORPORATIONNVDA7.13%$1.12B
APPLE INC.AAPL6.33%$995.55M
ALPHABET INC.GOOG4.59%$721.58M
MICROSOFT CORPORATIONMSFT4.50%$706.73M
AMAZON.COM, INC.AMZN3.28%$516.00M
BROADCOM INC.AVGO2.44%$382.67M
META PLATFORMS, INC.META2.15%$337.73M
TESLA, INC.TSLA1.90%$299.29M
ELI LILLY AND COMPANYLLY1.41%$221.57M
JPMORGAN CHASE & CO.JPM1.31%$206.56M
Showing 10 of 282Sign in to see more

Top 10 positions are 35.05% of net assets, top 25 46.10%, across 281 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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