iShares ESG Aware MSCI USA Minimum Volatility ETF (ESMV)
NASDAQ (NMS) NASDAQ (NMS) Primary Summary
ESMV Chart
iShares ESG Aware MSCI USA Minimum Volatility ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RPA Redwood Park Advisors LLC Redwood Park Advisors LLC | 3,496 | $99,278.7 | $106,278.4 | $6,999.7 | 7.05% |
iShares ESG Aware MSCI USA Minimum Volatility ETF (ESMV) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has iShares ESG Aware MSCI USA Minimum Volatility ETF ever had a stock split?
iShares ESG Aware MSCI USA Minimum Volatility ETF Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
The company described is an investment fund that concentrates on incorporating a mix of strategies to achieve stable performance with a focus on sustainability and reduced carbon footprint. It aims to invest in large- and mid-cap U.S. equity securities that are aligned with a minimum volatility strategy while also exhibiting higher Environmental, Social, and Governance (ESG) characteristics compared to the broader MSCI USA Index. By prioritizing securities with lower carbon exposure, the company strives to offer investors an environmentally and socially responsible investing option that does not compromise on minimizing the volatility typically associated with equity investments.
Products and Services
- Equity Securities Investment
The core product offering includes the acquisition and management of a diversified portfolio of large- and mid-capitalization U.S. equity securities. These securities are selected based on their potential to offer stable returns, lower volatility, and alignment with the fund's minimum volatility strategy. Priority is given to investments that also demonstrate superior ESG characteristics and lower carbon exposure, ensuring investors' contributions are directed toward companies acting responsibly towards the environment and society.
- Derivative Contracts and Cash Equivalents
As part of its risk management and investment strategy, the company may allocate up to 10% of its assets in a mix of futures, options, and swap contracts, along with cash and cash equivalents. This versatility in investment options allows the fund to hedge against market volatility and liquidity risks, providing a safety buffer for the portfolio during turbulent market phases and enhancing the overall stability of returns for investors.
- Non-Diversified Fund Status
The fund identifies as non-diversified, meaning it may invest a greater portion of its assets in fewer issuers than diversified funds. This approach allows for potentially higher returns from investments deemed to have significant growth potential. However, it also means the fund may be exposed to higher risk from the performance of individual investments. The strategy is suitable for investors looking for heightened exposure to select securities that align with the fund's ESG and low carbon objectives, within the larger context of a minimum volatility investment strategy.
