(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

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
What is the price of EGUS stocks?
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%.
Is iShares Trust - iShares ESG a good stock to buy?
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%.
Is EGUS a buy, sell or hold?
iShares Trust - iShares ESG has no consensus analysts rating.
What are the forecast for EGUS stock price target?
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%