(IESE) iShares MSCI Europe SRI - Ratings and Ratios
Exchange: AS • Country: Netherlands • Currency: EUR • Type: Etf • ISIN: IE00B52VJ196 • Europe Large-Cap Blend Equity
IESE: European, Stocks, Sustainable, Fossil-Fuel-Free, Investments
The iShares MSCI Europe SRI UCITS ETF EUR (Acc) EUR (AS:IESE) is designed to deliver a total return, combining both capital appreciation and income, by tracking the performance of the MSCI Europe SRI Select Reduced Fossil Fuel Index. This index focuses on European equities that meet specific environmental, social, and governance (ESG) criteria while reducing exposure to fossil fuels.
The fund employs an optimization strategy to replicate the indexs performance. It doesnt necessarily hold every constituent of the index at all times or in the exact same proportions. This approach allows for flexibility in managing the portfolio while aiming to align closely with the benchmarks returns. The ETF is domiciled in Ireland and is managed by BlackRock, a leading global asset manager.
As an ESG-focused ETF, it integrates environmental, social, and governance factors into its investment strategy, appealing to investors who prioritize sustainability. The funds reduced exposure to fossil fuels aligns with the growing demand for climate-conscious investing. With an AUM of 3572.48M EUR, it falls under the Europe Large-Cap Blend Equity category, offering exposure to large-cap European companies that meet stringent ESG standards.
Ticker Symbol: IESE, listed on the AS exchange, this ETF provides a cost-effective way to gain exposure to a diversified portfolio of European equities with a focus on sustainability and reduced carbon footprint. It is particularly suited for investors seeking to align their investments with their values while aiming for competitive returns.
Additional Sources for IESE ETF
IESE ETF Overview
Market Cap in USD | 3,784m |
Category | Europe Large-Cap Blend Equity |
TER | 0.20% |
IPO / Inception | 2011-02-25 |
IESE ETF Ratings
Growth 5y | 46.6% |
Fundamental | - |
Dividend | 0.0% |
Rel. Strength Industry | -2.56 |
Analysts | - |
Fair Price Momentum | 64.94 EUR |
Fair Price DCF | - |
IESE Dividends
No Dividends PaidIESE Growth Ratios
Growth Correlation 3m | 64% |
Growth Correlation 12m | 17.6% |
Growth Correlation 5y | 83.1% |
CAGR 5y | 7.58% |
CAGR/Max DD 5y | 0.25 |
Sharpe Ratio 12m | 0.22 |
Alpha | -7.03 |
Beta | 0.59 |
Volatility | 11.97% |
Current Volume | 12.1k |
Average Volume 20d | 13.4k |
As of February 22, 2025, the stock is trading at EUR 71.83 with a total of 12,147 shares traded.
Over the past week, the price has changed by -0.14%, over one month by +2.82%, over three months by +5.93% and over the past year by +6.89%.
Partly, yes. Based on ValueRay Analyses, iShares MSCI Europe SRI (AS:IESE) is currently (February 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 46.60 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IESE as of February 2025 is 64.94. This means that IESE is currently overvalued and has a potential downside of -9.59%.
iShares MSCI Europe SRI has no consensus analysts rating.
According to ValueRays Forecast Model, IESE iShares MSCI Europe SRI will be worth about 75.7 in February 2026. The stock is currently trading at 71.83. This means that the stock has a potential upside of +5.37%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 75.7 | 5.4% |