(EDMU) MSCI USA ESG Enhanced USD - Overview
Etf: Large-Cap, Mid-Cap, US-Equity, ESG-Filtered
| Risk 5d forecast | |
|---|---|
| Volatility | 15.5% |
| Relative Tail Risk | -2.08% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | -0.26 |
| Alpha | -9.15 |
| Character TTM | |
|---|---|
| Beta | 0.213 |
| Beta Downside | 0.450 |
| Drawdowns 3y | |
|---|---|
| Max DD | 24.12% |
| CAGR/Max DD | 0.63 |
Description: EDMU MSCI USA ESG Enhanced USD January 07, 2026
iShares MSCI USA ESG Enhanced UCITS ETF (USD Acc), ticker EDMU, is a Germany-domiciled exchange-traded fund that tracks the Morningstar US Large-Mid NR USD index. It offers exposure to a broad blend of large-cap U.S. equities while applying an ESG-enhancement overlay to tilt the portfolio toward companies with higher environmental, social and governance scores.
As of the latest data (Q4 2025), the fund carries an expense ratio of 0.20% and holds roughly €12 billion in assets under management. Its top five holdings are Apple, Microsoft, Alphabet, Johnson & Johnson and UnitedHealth Group, together representing about 18% of the portfolio. The ETF’s ESG score (Morningstar Sustainability Rating) is 4 stars, reflecting a strong alignment with ESG criteria, and its 12-month total return has tracked within 0.5% of the underlying index, indicating minimal tracking error. Key macro drivers for the fund include U.S. consumer spending trends, Federal Reserve interest-rate policy, and the performance of the technology and healthcare sectors, which together account for roughly 45% of the index weighting.
For a deeper dive into the ETF’s risk-adjusted performance and ESG tilt, you might explore the analysis on ValueRay.
What is the price of EDMU shares?
Over the past week, the price has changed by -1.11%, over one month by -2.98%, over three months by -1.49% and over the past year by -2.60%.
Is EDMU a buy, sell or hold?
What are the forecasts/targets for the EDMU price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 11.4 | 10.3% |
EDMU Fundamental Data Overview February 03, 2026
Revenue TTM = 0.0 EUR
EBIT TTM = 0.0 EUR
EBITDA TTM = 0.0 EUR
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 8.30b EUR (8.30b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
EV/FCF = unknown (FCF TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 8.30b)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 8.30b / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 25.0% (EU avg default 25%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 25.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 6.70% (E(8.30b)/V(8.30b) * Re(6.70%) + (debt-free company))
Discount Rate = 6.70% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.95%
Fair Price DCF = unknown (Cash Flow 0.0)