Analysis

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About iShares ESG MSCI USA Min Vol Factor ETF

ESMV is a passively managed ETF that provides exposure to large- and mid-cap US stocks that have low volatility, reduced carbon exposure, and positive ESG characteristics. The fund selects stocks from its parent index, the MSCI USA Index, and excludes those associated with tobacco, controversial weapons, civilian firearms, and certain climate change-related activities, as well as those involved in severe business controversies. Severe business controversies are based on MSCI ESG Controversy Scores. Companies without a controversy score or not assessed by the index provider are also excluded. Securities are rated and ranked in comparison to industry peers based on ESG characteristics and resilience to ESG risks to their industry. The fund then applies an optimizer to select and weight securities, aiming to achieve lower volatility and better ESG qualities relative to the parent index. The index is rebalanced semi-annually.