EGUS tracks an index of large- and mid-cap US growth stocks perceived to have positive ESG characteristics. The parent index identifies growth stocks through long-term and short-term forward EPS growth rates, current internal growth rate, long-term historical EPS growth trend, and long-term historical sales per share growth trend. Securities are then screened to exclude companies involved in controversial businesses and issues (e.g., weapons, tobacco, climate change issues). All selected securities are assigned an ESG score that evaluates a companys exposure to key ESG issues based on business segment and geographic risk, as well as their strategies and programs to manage these risks and opportunities. Using a sector-specific weighting model, companies are rated and ranked against industry peers. The quantitative process leans toward higher-rated stocks while also considering market-cap and constraints based on the parent index. The index is reviewed and rebalanced quarterly.
公司网站 :
https://www.ishares.com/us/products/330808/ishares-esg-aware-msci-usa-growth-etf
总经理:-
建立时间:2023
公司总部:iShares Trust iShares ESG Aware MSCI USA Growth ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds