iShares ESG Optimized MSCI USA Min Vol Factor ETF

iShares ESG Optimized MSCI USA Min Vol Factor ETF

About

iShares ESG Optimized MSCI USA Min Vol Factor ETF (US46436E4456) is a US-listed equity ETF tracking the MSCI USA Minimum Volatility Extended ESG Reduced Carbon Target Index. With a expense ratio of 0.18%, it is competitively priced, paying distributions. The fund holds 158 positions across 1 region with 7M in assets, with heavy concentration — 100% in United States, 33% in Technology.

Score Breakdown

Scores are scaled 1–10 on a logarithmic curve relative to all ETFs in the database. Last updated: Jun 22, 2026
Component Score Details
Cost (30%) 8.5 Tracking Difference: 9.7 · TD Consistency: — · Expense Ratio: 5.8
Liquidity (25%) 2.9 Assets Under Management

Data sources: provider factsheets, exchange data, and NAV history. Information for educational purposes only — not investment advice.

Ticker ESMV
ISIN
Fund Size $7.5M
Issuer iShares
Distribution Pays Distributions
Replication Physical
Inception Nov 2021
Base Currency USD
Index MSCI USA Minimum Volatility Extended ESG Reduced Carbon Target Index
Asset Class Equities
Category Factor Equity

Costs

8.5
This fund has low total costs, with competitive tracking and expense ratios.

Cost Metrics Explained

What expense ratio, tracking difference, and TD consistency measure

Expense ratio (Total Expense Ratio) is the annual fee the fund charges, deducted from assets. It’s the headline cost, but not the full picture.

Tracking Difference measures how much the fund actually lags (or leads) its benchmark index per year. This is the single best measure of true cost — it captures the expense ratio plus all other drags like sampling error and tax withholding. A lower (or negative) value is better.

TD Consistency measures how stable the tracking difference is from year to year. A low value means predictable, reliable costs; a high value means costs can vary significantly.

Expense Ratio0.00%
 
Metric Value
Expense Ratio 0.18%

Cumulative Returns

Performance across different time periods.
Year to Date+0.00%
1 Year+0.00%
3 Years+0.00%
Inception+0.00%
 
Period Cumulative Return
1 Month
3 Months
6 Months
1 Year +7.03%
3 Years +11.99%
5 Years
10 Years
YTD +5.21%
Since Inception +5.85%

Holdings

This fund invests into 158 individual investments.
#1
Applied Materials Inc
1.95%
#2
Palo Alto Networks Inc
1.78%
#3
Marvell Technology Inc
1.76%
#4
Texas Instruments Inc
1.58%
#5
Cisco Systems Inc
1.54%
#6
Travelers Cos Inc/The
1.49%
#7
GE Vernova Inc
1.44%
#8
Advanced Micro Devices Inc
1.43%
#9
NVIDIA Corp
1.42%
#10
Verizon Communications Inc
1.41%
View all holdings (50)
# Holding Ticker Weight
1 Applied Materials Inc AMAT 195.14%
2 Palo Alto Networks Inc PANW 177.76%
3 Marvell Technology Inc MRVL 176.03%
4 Texas Instruments Inc TXN 158.34%
5 Cisco Systems Inc CSCO 153.77%
6 Travelers Cos Inc/The TRV 149.31%
7 GE Vernova Inc GEV 144.24%
8 Advanced Micro Devices Inc AMD 143.29%
9 NVIDIA Corp NVDA 141.72%
10 Verizon Communications Inc VZ 140.92%
11 Welltower Inc WELL 140.66%
12 Vertex Pharmaceuticals Inc VRTX 140.40%
13 Merck & Co Inc MRK 139.30%
14 Microsoft Corp MSFT 134.72%
15 Electronic Arts Inc EA 134.62%
16 ServiceNow Inc NOW 133.46%
17 Williams Cos Inc/The WMB 133.44%
18 Trane Technologies PLC TT 130.19%
19 Coca-Cola Co/The KO 127.76%
20 Newmont Corp NEM 126.14%
21 Motorola Solutions Inc MSI 125.49%
22 Public Service Enterprise Group Inc PEG 124.82%
23 Mastercard Inc MA 123.38%
24 Consolidated Edison Inc ED 122.85%
25 Chubb Ltd CB 122.20%
26 Gilead Sciences Inc GILD 118.40%
27 Visa Inc V 118.39%
28 McKesson Corp MCK 117.68%
29 International Business Machines Corp IBM 116.82%
30 Colgate-Palmolive Co CL 114.98%
31 Micron Technology Inc MU 112.44%
32 MercadoLibre Inc MELI 111.74%
33 Northrop Grumman Corp NOC 110.41%
34 Cencora Inc COR 110.36%
35 AT&T Inc T 107.20%
36 Progressive Corp/The PGR 107.06%
37 T-Mobile US Inc TMUS 106.62%
38 WW Grainger Inc GWW 106.11%
39 Cardinal Health Inc CAH 102.52%
40 Marsh & McLennan Cos Inc MRSH 102.50%
41 Procter & Gamble Co/The PG 101.96%
42 Home Depot Inc/The HD 101.68%
43 Automatic Data Processing Inc ADP 101.26%
44 Kroger Co/The KR 98.00%
45 McDonald's Corp MCD 97.44%
46 Elevance Health Inc ELV 97.34%
47 Amphenol Corp APH 93.15%
48 PepsiCo Inc PEP 91.53%
49 Kinder Morgan Inc KMI 91.26%
50 Adobe Inc ADBE 90.22%

Sectors

Allocation by industry sector.
 
Sector Weight
Technology 3307.00%
Health Care 1357.00%
Financials 1111.00%
Consumer Staples 850.00%
Industrials 822.00%
Communication Services 545.00%
Consumer Discretionary 508.00%
Utilities 503.00%
Energy 391.00%
Materials 308.00%
Real Estate 268.00%
Unknown 30.00%

Regions

Geographic allocation by country of risk.
 
Country Weight
United States 9969.00%
UNKNOWN 31.00%
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