Summary
ESML Chart
ESML: Proving That Ethics Is Not A Drag In Small Caps
iShares ESG Aware MSCI USA Small-Cap ETF implements an environmental, social, and corporate governance (“ESG”) strategy focused on small companies. ESML is well diversified across sectors and holdings. Its fundamental metrics are a bit inferior to the small cap benchmark Russell 2000, but performance since inception is significantly better.
iShares ESG Aware MSCI USA Small-Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 346,255 | $19.37M | $19.24M | -$121,185.09 | -0.63% |
 Vaughan & Co. Securities Inc. Vaughan & Co. Securities Inc. | 5,524 | $141,347.31 | $296,749.28 | $155,401.97 | 109.94% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 81,844 | $3.2M | $4.55M | $1.35M | 42% |
| NA Nizar Araji National Bank Of Canada /FI/ | 310 | $13,660.1 | $17,229.8 | $3,569.7 | 26.13% |
 CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 37,727 | $1.51M | $2.03M | $519,396.63 | 34.46% |
iShares ESG Aware MSCI USA Small-Cap ETF (ESML) FAQ
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iShares ESG Aware MSCI USA Small-Cap ETF Profile
| BATS Exchange | US Country |
Overview
The company is focused on providing an investment solution that primarily targets the performance of the MSCI USA Small Cap Index while emphasizing investments in companies with strong Environmental, Social, and Governance (ESG) profiles. It dedicates at least 90% of its assets to securities that are part of its underlying index, ensuring a strong correlation with the performance of the MSCI USA Small Cap Index. Additionally, to achieve its specific investment goal, the company is authorized to invest the remaining portion of its assets (up to 10%) in a variety of financial instruments such as futures, options, swap contracts as well as in cash and cash equivalents. This strategic approach allows the company to mirror the desired investment outcomes while also promoting responsible investing principles that prioritize companies with positive ESG characteristics as determined by MSCI.
Products and Services
- Optimized Equity Index Investments
The company offers investment solutions that closely track an optimized equity index. This index is meticulously designed to replicate the investment results of the MSCI USA Small Cap Index, with an enhanced focus on small-cap companies that exhibit favorable ESG profiles. Through this service, investors gain exposure to a diversified portfolio of small-cap US stocks that align with both growth potential and sustainable investment values.
- ESG-Focused Investment Strategies
In response to the growing demand for responsible investment options, the company has developed strategies that prioritize environmental, social, and governance factors. By investing mainly in companies that meet strict ESG criteria according to MSCI, the company facilitates access to investments that not only have the potential for financial returns but also contribute positively to societal goals. This approach represents a blend of ethical values with investment strategies for those seeking to make investments that reflect their personal or organizational values.
- Alternative Investment Instruments
Acknowledging the complexity and diversity of investment needs, the company also offers the possibility to invest up to 10% of its assets in alternative financial instruments such as futures, options, and swap contracts. This flexibility allows the company to hedge risks, manage liquidity, and take advantage of various market conditions to support the investment strategy's overall objectives. Furthermore, including cash and cash equivalents in the portfolio provides a cushion against market volatility, ensuring more stable returns and protecting the investment's capital.
