(XJR) iShares ESG Screened S&P - Ratings and Ratios

The iShares ESG Screened S&P Small-Cap ETF (XJR) is designed to replicate the performance of the small-capitalization segment of the U.S. equity market, with a focus on environmental, social, and governance (ESG) criteria. The fund excludes companies involved in controversial activities, such as tobacco, controversial weapons, and those with significant ESG-related controversies, as determined by S&P Dow Jones Indices LLC. This approach aims to align with investor values while maintaining exposure to the growth potential of small-cap companies.

From a technical perspective, XJR is currently trading below its key moving averages, with the SMA 20, SMA 50, and SMA 200 all above the last price of 38.64. This indicates potential short-term headwinds. The Average True Range (ATR) of 0.59 suggests moderate volatility, which may present opportunities for tactical traders. The funds average volume of 8,237 shares over the past 20 days reflects relatively low liquidity, which could impact execution for larger trades.

Over the next three months, XJR is expected to face challenges due to its current position below key moving averages, which may signal continued weakness in the small-cap sector. However, the funds ESG focus could attract inflows if investor demand for sustainable investments increases. The moderate AUM of $100.24M indicates a stable but not overly large fund size, which may limit its ability to capitalize on rapid market movements.