iShares ESG Aware MSCI USA Value ETF

iShares ESG Aware MSCI USA Value ETF

About

iShares ESG Aware MSCI USA Value ETF (US46436E2211) is a US-listed equity ETF tracking the MSCI USA Value Extended ESG Focus Index. With a expense ratio of 0.18%, it is competitively priced, paying distributions. The fund holds 224 positions across 1 region with 319M in assets, with heavy concentration — 100% in United States.

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%) 6.9 Assets Under Management

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

Ticker EVUS
ISIN
Fund Size $319.0M
Issuer iShares
Distribution Pays Distributions
Replication Physical
Inception Jan 2023
Base Currency USD
Index MSCI USA Value Extended ESG Focus 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 +23.79%
3 Years +17.13%
5 Years
10 Years
YTD +10.47%
Since Inception +12.60%

Holdings

This fund invests into 224 individual investments.
#1
Microsoft Corp
7.43%
#2
Micron Technology Inc
3.77%
#3
Meta Platforms Inc
3.59%
#4
JPMorgan Chase & Co
2.59%
#5
Intel Corp
1.97%
#6
Cisco Systems Inc
1.66%
#7
Exxon Mobil Corp
1.41%
#8
Johnson & Johnson
1.36%
#9
AbbVie Inc
1.32%
#10
Goldman Sachs Group Inc/The
1.29%
View all holdings (50)
# Holding Ticker Weight
1 Microsoft Corp MSFT 743.04%
2 Micron Technology Inc MU 377.33%
3 Meta Platforms Inc META 358.90%
4 JPMorgan Chase & Co JPM 259.13%
5 Intel Corp INTC 197.07%
6 Cisco Systems Inc CSCO 166.47%
7 Exxon Mobil Corp XOM 141.44%
8 Johnson & Johnson JNJ 135.58%
9 AbbVie Inc ABBV 132.46%
10 Goldman Sachs Group Inc/The GS 128.56%
11 Berkshire Hathaway Inc BRKB 123.17%
12 Home Depot Inc/The HD 122.23%
13 Procter & Gamble Co/The PG 122.04%
14 Hartford Financial Services Group Inc/The HIG 114.65%
15 Coca-Cola Co/The KO 112.06%
16 Morgan Stanley MS 108.34%
17 Bank of America Corp BAC 103.36%
18 Honeywell International Inc HON 98.60%
19 Texas Instruments Inc TXN 96.33%
20 UnitedHealth Group Inc UNH 92.28%
21 International Business Machines Corp IBM 86.80%
22 Merck & Co Inc MRK 84.57%
23 Analog Devices Inc ADI 84.10%
24 Williams Cos Inc/The WMB 80.67%
25 Progressive Corp/The PGR 75.48%
26 American Tower Corp AMT 73.44%
27 Verizon Communications Inc VZ 73.35%
28 American Express Co AXP 70.82%
29 RTX Corp RTX 70.23%
30 Bank of New York Mellon Corp/The BNY 69.88%
31 Equinix Inc EQIX 69.81%
32 NextEra Energy Inc NEE 69.79%
33 Citigroup Inc C 67.16%
34 Union Pacific Corp UNP 66.90%
35 S&P Global Inc SPGI 66.70%
36 CRH PLC CRH 64.52%
37 NiSource Inc NI 63.76%
38 Kinder Morgan Inc KMI 62.38%
39 Automatic Data Processing Inc ADP 61.70%
40 Exelon Corp EXC 61.50%
41 Kimberly-Clark Corp KMB 61.07%
42 Wells Fargo & Co WFC 60.95%
43 QUALCOMM Inc QCOM 60.61%
44 PNC Financial Services Group Inc/The PNC 60.18%
45 Deere & Co DE 59.37%
46 3M Co MMM 57.89%
47 Salesforce Inc CRM 56.55%
48 Prudential Financial Inc PRU 55.51%
49 Linde PLC LIN 54.91%
50 ConocoPhillips COP 54.13%

Sectors

Allocation by industry sector.
 
Sector Weight
Technology 2366.00%
Financials 1914.00%
Health Care 1240.00%
Industrials 1089.00%
Consumer Staples 744.00%
Energy 608.00%
Communication Services 573.00%
Consumer Discretionary 402.00%
Real Estate 350.00%
Materials 346.00%
Utilities 344.00%
Unknown 24.00%

Regions

Geographic allocation by country of risk.
 
Country Weight
United States 9976.00%
UNKNOWN 24.00%
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