2026-10-25
iShares MSCI USA ESG Optimized ETF is only partially screened so far, but one or more financial figures are still pending, so the verdict is not final yet.
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latest tape · as of 10:09 UTC
The Screen · ETF
iShares MSCI USA ESG Optimized ETF
ESGU · NASDAQ · USD
The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
Not yet scored166.36 USD
Price as of 23 Oct 2026Daily close, not a live quoteLast reviewed 6 days ago
Screened 2026-10-23 · the tape above runs as of 10:09 UTC · two dates, stated on purpose · verdict and workings shown in full · never trimmed
Key facts today
- Price166.36 USD at the 23 Oct 2026 close
- Our ratingOvervalued, current read markdown
- Ethical screenNot yet scored
- OptionsOpen interest leans heavily to calls (put/call 0.00)
- Last reviewed23 Oct 2026 (6 days ago)
A summary of the dated readings below, not a live quote and not advice.
PRICE · FAIR-VALUE RANGE1M3M6MYTD1Y3Y5Y
What this means: price 166.36 against the desk's fair-value range, over the last year.
- Trend Markdown
- Insiders no filings inside 60 days, left as found
- Positioning no disclosures inside 60 days, left as found
- Options put/call open interest 0.00, read 2026-10-28
- Ethical screen not yet scored
Price166.36 USD
Ethical score30.0/100
RatingOVERVALUED
Our investment reviews on this name
2026-10-25Read Markdown168.72-1.4% to today ✓Accumulation gives way to Markdown first Markdown read since October
2026-10-11Read Accumulation169.28-1.7% to today Markdown gives way to Accumulation
2026-10-02Read Markdown169.28-1.7% to today ✓Accumulation gives way to Markdown with volume flow in agreement
2026-07-02Read Accumulation161.36+3.1% to today ✓First review on file: Accumulation
Our analytic regime reads on this name, dated and marked against the screened price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
The full research record, in depth, below
This name holds its markdown label.
iShares MSCI USA ESG Optimized ETF holds its Markdown at $166.36. Consolidating, no directional conviction, held for 6 days.
| Phase | Markdown · caution |
| Quantitative state | Consolidating, no directional conviction, held for 6 days |
| Price at the screen | $166.36 |
| Valuation | 26.80 trailing · N/A forward price to earnings |
| Values screen | Not scored · score 30.0 |
Five Screens, Shown in Full
This security has not been fully scored against the values screen yet.
| Test | Figure | Limit | What it means | Status |
|---|---|---|---|---|
| Business activity | Excluded | Core business clean | Not a Shariah-screened or physical-metal instrument: needs a real screen | Fail |
| Debt load | Excluded | Below 33% | Interest-bearing debt is of its assets, above the one-third ceiling the screen allows. | Fail |
| Interest-bearing cash | Excluded | Below 33% | Interest-bearing cash and securities are of assets, above the one-third limit. | Fail |
| Receivables | Excluded | Below 49% | Money owed to the company is of assets, above the 49% limit. | Fail |
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
The Ethical ReadThe Read, in Plain English
iShares MSCI USA ESG Optimized ETF is only partially screened so far, but one or more financial figures are still pending, so the verdict is not final yet.
Read as at 2026-10-28. It updates when the underlying figures move, and past reads are kept below.
2026-09-24
Clears
iShares MSCI USA ESG Optimized ETF clears all five screens. Its business is in a permissible area, its debt, cash, receivables and income are all inside the lines, so it passes.
Earlier reads, kept as written. The ethical profile is tracked over time, not overwritten.
What the Numbers Say It Is WorthThe Fair Value Range
Our analysis reads OVERVALUED
Price History & ProjectionsWhere it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-10-23 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words| Trailing P/E | 26.8xa premium valuation |
| Dividend yield | 92.00% |
| 52-week range | 135.34 - 166.46 |
The risks · The main risks here are ordinary market swings and the chance our fair-value read proves too optimistic.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to TradeESGU trades on NASDAQ. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
Every Entry, As Written
2026-10-25
Markdown · changed $168.72
+0.0% Entry 9
The framework has shifted from accumulation to markdown since the last review. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: not fully scored yet. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 7% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 22%. Our forward projection puts the odds of a 10% gain over the next month near 10%.
2026-10-18
Accumulation $168.72
-0.3% Entry 8
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.3% since our last review. Ethical screening: PASS with ethical pass with moderate score. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 11% above its long-term trend line with momentum reading overbought. Over the past year the shares are up 22%. Our forward projection puts the odds of a 10% gain over the next month near 10%.
2026-10-11
Accumulation · changed $169.28
+0.0% Entry 7
The framework has shifted from markdown to accumulation since the last review. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: PASS with ethical pass with moderate score. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 11% above its long-term trend line with momentum reading overbought. Over the past year the shares are up 22%. Our forward projection puts the odds of a 10% gain over the next month near 10%.
2026-10-02
Markdown · changed $169.28
+3.8% Entry 6
The framework has shifted from accumulation to markdown since the last review. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved up 3.8% since our last review. Ethical screening: PASS with ethical pass with moderate score. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 11% above its long-term trend line with momentum reading overbought. Over the past year the shares are up 22%. Our forward projection puts the odds of a 10% gain over the next month near 10%.
2026-08-28
Accumulation $163.06
+0.0% Entry 5
Our analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: PASS with ethical pass with moderate score. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 11% above its long-term trend line with momentum reading overbought. Over the past year the shares are up 22%. Our forward projection puts the odds of a 10% gain over the next month near 10%.
2026-07-28
Accumulation $163.06
+1.1% Entry 4
Our analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 1.1% since our last review. Ethical screening: PASS with ethical pass with moderate score. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 11% above its long-term trend line with momentum reading overbought. Over the past year the shares are up 22%. Our forward projection puts the odds of a 10% gain over the next month near 10%.
2026-07-18
Accumulation $161.36
+0.0% Entry 3
Our analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: PASS with ethical pass with moderate score. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 11% above its long-term trend line with momentum reading overbought. Over the past year the shares are up 22%. Our forward projection puts the odds of a 10% gain over the next month near 10%.
2026-07-03
Accumulation $161.36
+0.0% Entry 2
Our analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: PASS with ethical pass with moderate score. The risk-adjusted return profile shows excellent risk-adjusted returns.
2026-07-02
Accumulation $161.36
Entry 1
Our analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Ethical screening: PASS with ethical pass with moderate score. The risk-adjusted return profile shows excellent risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
- Is iShares ESG Aware MSCI USA ETF (ESGU) a Strong ETF Right Now? Yahoo Finance · 22d ago
- Is iShares ESG Aware MSCI USA ETF (ESGU) a Strong ETF Right Now? Zacks · 6 Aug 2026
- The ESG US Equity ETF That’s Proving Responsible Investing Doesn’t Mean Lower Returns 24/7 Wall St. · 10 Mar 2026
- A Value ETF Skips High Dividend Yields, Focuses on ESG, and Underperforms 24/7 Wall St. · 22 Jan 2026
- A Value ETF Skips High Dividend Yields, Focuses on ESG, and Underperforms Yahoo Finance · 22 Jan 2026
Headlines from third-party outlets, linked for reference: not our reporting, not advice.
Screened names in the same industry · explore each on its own page.
| Period | Price then | Price return | Divs per share | $1,000 became | Total return |
|---|---|---|---|---|---|
| 1 month | $161.00 | -1.4% | · | $987 | -1.4% |
| 2 months | $147.48 | +7.7% | · | $1,077 | +7.7% |
| 3 months | $144.19 | +10.2% | $0.37 | $1,104 | +10.4% |
| 6 months | $150.01 | +5.9% | $0.83 | $1,064 | +6.4% |
| 1 year | $130.50 | +21.7% | $1.51 | $1,229 | +22.9% |
| 2 years | $114.77 | +38.4% | $2.98 | $1,410 | +41.0% |
| 3 years | $91.22 | +74.1% | $4.10 | $1,786 | +78.6% |
| 5 years | $91.23 | +74.1% | $6.84 | $1,816 | +81.6% |
Historical returns from market close data. Past performance does not guarantee future results.
This entry now belongs to the ledger. Whatever ESGU does next, these words stay.
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