iShares ESG Aware MSCI USA ETF

iShares Trust · Series S000055381 · 1 share classes

Equity fund · 100% stocks
One fund, 1 share classes:ESGU
$17.58B NAV
290 positions · as of 2026-05-31 · filed 2026-07-27
data updated 2026-09-08

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 Q2

99.93%
of net assets
Stocks99.81%
Cash & short-term0.12%
Derivatives0.01%

Derivatives are shown at market value, not notional exposure.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 22 new14 exited

Largest new: CASY, RKLB, BE, GLW, LITE, JBHT, SLB, APH

Largest exited: DELL, HOLOGIC, INC., WTRG, WST, PTC, DT, FSLR, P

Return profile

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

1-year
+30.58%
3-year
+77.30%
5-year
+74.92%
Volatility
13.74%
Worst 3-yr fall
-8.73%
Cumulative return· Jun 2023 – Apr 2026

May 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Holdings

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

Issuer%NAVValue
NVIDIA CORPORATIONNVDA7.77%$1.37B
APPLE INC.AAPL6.83%$1.20B
MICROSOFT CORPORATIONMSFT4.73%$831.05M
ALPHABET INC.GOOG4.72%$829.01M
AMAZON.COM, INC.AMZN3.81%$670.67M
BROADCOM INC.AVGO3.07%$539.43M
META PLATFORMS, INC.META1.94%$341.08M
TESLA, INC.TSLA1.85%$325.13M
MICRON TECHNOLOGY, INC.MU1.66%$291.64M
ELI LILLY AND COMPANYLLY1.33%$234.32M
Showing 10 of 290Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-05-31 — not a live quote, and not what the fund paid.

Top 10 positions are 37.71% of net assets, top 25 50.10%, across 289 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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