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Morningstar

iShares ESG Aware MSCI USA Growth ETF EGUS

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis EGUS

Will EGUS outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EGUS’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EGUS management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of EGUS’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin iShares ESG Aware MSCI USA Growth ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings EGUS

More EGUS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 61.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

13.18 846,353
Technology

Microsoft Corp

12.52 804,117
Technology

Apple Inc

11.90 764,408
Technology

Amazon.com Inc

6.47 415,823
Consumer Cyclical

Alphabet Inc Class C

4.89 314,420
Communication Services

Meta Platforms Inc Class A

3.88 249,282
Communication Services

Eli Lilly and Co

2.85 182,849
Healthcare

Alphabet Inc Class A

2.44 156,593
Communication Services

Tesla Inc

2.05 131,561
Consumer Cyclical

Visa Inc Class A

1.64 105,493
Financial Services