(EDMU) iShares MSCI USA ESG - Ratings and Ratios

The iShares MSCI USA ESG Enhanced UCITS ETF USD Acc (SW:EDMU) is a BlackRock-managed fund designed to offer exposure to large- and mid-cap U.S. equities with an enhanced ESG focus. Listed in Switzerland under the ticker EDMU, this ETF tracks the Morningstar US Large-Mid NR USD Index, which integrates ESG criteria to identify companies with improved environmental, social, and governance practices relative to their peers. The fund is domiciled in Ireland, a common choice for UCITS-compliant ETFs due to its favorable regulatory and tax environment.

With an AUM of $8.76 billion, EDMU is a sizeable fund, indicating strong investor interest and liquidity. It focuses on delivering returns comparable to its broader market counterpart while aligning with sustainable investment principles. The ETF does not disclose specific valuation metrics like P/E or P/B, as these are not core to its ESG-enhanced strategy. Instead, it emphasizes companies that rank higher on ESG factors, potentially offering a more sustainable growth profile over the long term.

For investors and fund managers, EDMU serves as a tool to integrate ESG considerations into U.S. equity portfolios without sacrificing broad market exposure. Its UCITS structure ensures compliance with European regulatory standards, making it accessible to a wide range of investors. The funds ESG-enhanced approach may appeal to those seeking to balance financial returns with environmental and social responsibility, though it’s important to evaluate whether the ESG screens align with specific investment goals and values.