(EDMU) iShares MSCI USA ESG - Ratings and Ratios
Exchange: XETRA • Country: Germany • Currency: EUR • Type: Etf • ISIN: IE00BHZPJ908 • US Large-Cap Blend Equity
EDMU: Stocks, Bonds, US, Equities, Large-Cap, Mid-Cap
The iShares MSCI USA ESG Enhanced UCITS ETF USD Acc, traded under the ticker symbol EDMU on XETRA, is a compelling option for those seeking ESG-focused exposure to U.S. equities. As part of BlackRocks iShares family, it leverages the expertise of one of the worlds largest asset managers, ensuring robust tracking of the Morningstar US Large-Mid NR USD Index.
This ETF incorporates ESG criteria, appealing to investors prioritizing sustainability. It targets large and mid-cap companies across various sectors, offering a diversified portfolio aligned with environmental, social, and governance principles. The funds structure in Ireland provides a stable regulatory environment, a common choice for ETFs due to favorable conditions.
With an AUM of 3860.75M EUR, the fund demonstrates significant size and stability, indicating strong investor confidence and liquidity. While traditional metrics like P/E and P/B arent emphasized here, the focus remains on the indexs performance, which is typical for ETFs tracking a specific benchmark.
EDMUs listing on XETRA makes it accessible to European investors, while its focus on the U.S. market offers diversification benefits. As a US Large-Cap Blend Equity ETF, it provides exposure to a mix of large and mid-cap companies, making it a strategic addition for those looking to enhance their U.S. equity portfolio with ESG considerations.
Additional Sources for EDMU ETF
EDMU ETF Overview
Market Cap in USD | 4,180m |
Category | US Large-Cap Blend Equity |
TER | 0.07% |
IPO / Inception | 2019-04-16 |
EDMU ETF Ratings
Growth 5y | 85.2% |
Fundamental | - |
Dividend | 0.0% |
Rel. Strength | -1.49 |
Analysts | - |
Fair Price Momentum | 8.95 EUR |
Fair Price DCF | - |
EDMU Dividends
No Dividends PaidEDMU Growth Ratios
Growth Correlation 3m | -61.3% |
Growth Correlation 12m | 84.8% |
Growth Correlation 5y | 88.3% |
CAGR 5y | 17.08% |
CAGR/Max DD 5y | 0.86 |
Sharpe Ratio 12m | 1.58 |
Alpha | 2.62 |
Beta | 0.000 |
Volatility | 18.00% |
Current Volume | 497.1k |
Average Volume 20d | 902.6k |
As of March 30, 2025, the stock is trading at EUR 9.31 with a total of 497,126 shares traded.
Over the past week, the price has changed by -3.34%, over one month by -10.05%, over three months by -9.70% and over the past year by +6.84%.
Yes. Based on ValueRay Analyses, iShares MSCI USA ESG (XETRA:EDMU) is currently (March 2025) a good stock to buy. It has a ValueRay Growth Rating of 85.24 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of EDMU as of March 2025 is 8.95. This means that EDMU is currently overvalued and has a potential downside of -3.87%.
iShares MSCI USA ESG has no consensus analysts rating.
According to ValueRays Forecast Model, EDMU iShares MSCI USA ESG will be worth about 9.9 in March 2026. The stock is currently trading at 9.31. This means that the stock has a potential upside of +6.66%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 9.9 | 6.7% |