(EGUS) iShares Trust - iShares ESG - Ratings and Ratios
Exchange: BATS • Country: USA • Currency: USD • Type: Etf • ISIN: US46436E2393 • Large Growth
EGUS: Equities, Growth Stocks, ESG Investments, Futures, Options, Swap Contracts
The iShares ESG Aware MSCI USA Growth ETF (EGUS) is designed to track an optimized equity index that focuses on U.S. companies demonstrating growth characteristics while maintaining strong Environmental, Social, and Governance (ESG) profiles. The fund seeks to align with the performance of its underlying index, which integrates ESG criteria to evaluate companies based on their sector-specific ESG risks and opportunities. The ETF typically allocates at least 90% of its assets to the securities included in the index, allowing for up to 10% in derivatives like futures, options, and swaps, as well as cash and cash equivalents, to enhance returns or hedge positions. As a non-diversified fund, it may concentrate investments in a smaller number of securities, potentially increasing sector-specific risks.
The funds underlying index employs a growth-oriented strategy, targeting companies with higher earnings growth and other growth metrics compared to the broader market. The ESG component of the index ensures that only companies meeting specific ESG standards are included, with ongoing monitoring to maintain compliance with these criteria. This dual focus on growth and sustainability makes the ETF appealing to investors seeking exposure to U.S. equities with both financial and ESG performance potential.
Based on the provided data, the ETFs short-term technical outlook appears challenging. The last price of $41.54 is below both the 20-day SMA ($44.03) and 50-day SMA ($44.72), signaling recent downward momentum. However, the 200-day SMA ($42.08) remains above the current price, suggesting that the longer-term trend is still intact. The ATR of 0.62 indicates relatively low volatility, which could support stability in the coming months. From a fundamental perspective, the AUM of $21.50M reflects a modest asset base, which may limit liquidity but also suggests room for growth.
Over the next three months, the ETFs performance will likely hinge on its ability to rebound above the 20-day and 50-day SMAs. If the price recovers and sustains above these levels, it could signal a resumption of the uptrend. Conversely, failure to reclaim these levels may lead to further downside, potentially testing the 200-day SMA. Given the current technical setup and the funds focus on growth and ESG themes, the near-term outlook is cautiously optimistic, with a potential target range of $42.50 to $45.00, contingent on broader market conditions and investor sentiment toward growth stocks.
Additional Sources for EGUS ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
EGUS ETF Overview
Market Cap in USD | 22m |
Category | Large Growth |
TER | 0.18% |
IPO / Inception | 2023-01-31 |
EGUS ETF Ratings
Growth 5y | 63.5% |
Fundamental | - |
Dividend | 25.5% |
Rel. Strength Industry | 0.03 |
Analysts | - |
Fair Price Momentum | 35.39 USD |
Fair Price DCF | - |
EGUS Dividends
Dividend Yield 12m | 0.28% |
Yield on Cost 5y | 0.43% |
Annual Growth 5y | -2.96% |
Payout Consistency | 96.5% |
EGUS Growth Ratios
Growth Correlation 3m | -61.3% |
Growth Correlation 12m | 85.8% |
Growth Correlation 5y | 97.2% |
CAGR 5y | 22.50% |
CAGR/Max DD 5y | 1.49 |
Sharpe Ratio 12m | 1.39 |
Alpha | -2.83 |
Beta | 1.32 |
Volatility | 33.24% |
Current Volume | 3.6k |
Average Volume 20d | 2.1k |
As of March 15, 2025, the stock is trading at USD 40.55 with a total of 3,579 shares traded.
Over the past week, the price has changed by -2.39%, over one month by -11.41%, over three months by -12.73% and over the past year by +9.91%.
Yes. Based on ValueRay Analyses, iShares Trust - iShares ESG (BATS:EGUS) is currently (March 2025) a good stock to buy. It has a ValueRay Growth Rating of 63.53 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of EGUS as of March 2025 is 35.39. This means that EGUS is currently overvalued and has a potential downside of -12.73%.
iShares Trust - iShares ESG has no consensus analysts rating.
According to ValueRays Forecast Model, EGUS iShares Trust - iShares ESG will be worth about 41 in March 2026. The stock is currently trading at 40.55. This means that the stock has a potential upside of +1.18%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 41 | 1.2% |