iShares ESG Aware MSCI USA ETF (EGUS)
BATS BATS Primary Summary
EGUS Chart
iShares ESG Aware MSCI USA ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SWA Serenus Wealth Advisors LLC Serenus Wealth Advisors LLC | 8,767 | $345,858 | $519,795.43 | $173,937.43 | 50.29% |
iShares ESG Aware MSCI USA ETF (EGUS) FAQ
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iShares ESG Aware MSCI USA ETF Profile
| BATS Exchange | US Country |
Overview
The described company is likely focused on investment management, particularly in managing a fund that seeks to replicate the performance of an optimized equity index. This index is distinct in that it aims to mirror the stock performance of U.S. companies demonstrating growth characteristics alongside positive Environmental, Social, and Governance (ESG) traits. By emphasizing ESG factors, the company is catering to investors looking for sustainable and responsible investment opportunities that align with growth. The fund's management strategy includes a high level of investment (at least 90%) in the securities that make up the underlying index. Additionally, to enhance flexibility and manage risk, the fund reserves the right to invest a minor portion of its assets (up to 10%) in derivatives, such as futures, options, and swaps, as well as in cash equivalents and securities not listed in the underlying index. It is also noted that the fund is non-diversified, indicating a potential for investing in a smaller selection of assets which may increase risk but also the potential for higher returns.
Products and Services
- Optimized Equity Index Fund
This is the flagship product, an investment fund designed to replicate the performance of an optimized equity index. The index aims to capture the equity performance of U.S. companies that not only are on a growth path but also have strong ESG characteristics. This product is ideal for investors looking to participate in the equity markets through a filter of sustainability and ethical governance.
- Futures, Options, and Swaps Contracts
A secondary product offering includes the ability for the fund to invest up to 10% of its assets in derivatives such as futures, options, and swaps. These financial instruments are used to hedge against risk or to take speculative positions on the future direction of markets. This offering provides the fund with the flexibility to dynamically adjust its investment strategy in response to market conditions.
- Cash and Cash Equivalents
As part of its liquidity strategy, the fund may hold a portion of its assets in cash or cash equivalents. This not only helps in managing the fund's liquidity needs but also provides a buffer against market volatility. Holding cash equivalents enables the fund to quickly capitalize on investment opportunities as they arise without the need to liquidate existing investments.
- Non-Index Securities Investments
In addition to the primary and derivative investments, the fund has the flexibility to invest up to 10% of its assets in securities not included in the underlying index. This allows the fund managers to pursue investment opportunities outside of the index that they believe will contribute to the fund's growth and performance objectives.
