(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

Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle

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 Paid

IESE 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
What is the price of IESE stocks?
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%.
Is iShares MSCI Europe SRI a good stock to buy?
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%.
Is IESE a buy, sell or hold?
iShares MSCI Europe SRI has no consensus analysts rating.
What are the forecast for IESE stock price target?
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%