Ishares Esg Advanced Etf Profile

ELQD Etf  USD 81.53  0.03  0.04%   

Performance

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Odds Of Distress

Less than 9

 
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IShares ESG is trading at 81.53 as of the 23rd of November 2024, a 0.04 percent increase since the beginning of the trading day. The etf's lowest day price was 81.53. IShares ESG has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for iShares ESG Advanced are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of December 2022 and ending today, the 23rd of November 2024. Click here to learn more.
The underlying index is designed to apply climate-based and values-based screens to the Markit iBoxx USD Liquid Investment Grade Index , and also is designed to select issuers with average or above ESG ratings relative to their sector peers, as identified by MSCI ESG Research. More on iShares ESG Advanced

Moving together with IShares Etf

  1.0LQD iShares iBoxx InvestmentPairCorr
  0.99IGIB iShares 5 10PairCorr
  1.0USIG iShares Broad USDPairCorr
  0.97SPIB SPDR Barclays IntermPairCorr
  0.95SUSC iShares ESG USDPairCorr
  1.0QLTA iShares AaaPairCorr

Moving against IShares Etf

  0.84RSPY Tuttle Capital ManagementPairCorr
  0.82MEME Roundhill InvestmentsPairCorr
  0.78DSJA DSJAPairCorr
  0.71BTC Grayscale Bitcoin MiniPairCorr
  0.67HPQ HP IncPairCorr
  0.43ITWO Proshares Russell 2000 Low VolatilityPairCorr

IShares Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationInvestment Grade ETFs, Corporate ETFs, Corporate Bond, iShares (View all Sectors)
IssueriShares
Inception Date2021-11-08
BenchmarkiBoxx MSCI ESG Advanced USD Liquid Investment Grade Index (USD)
Entity TypeRegulated Investment Company
Asset Under Management12.2 Million
Asset TypeFixed Income
CategoryCorporate
FocusInvestment Grade
Market ConcentrationDeveloped Markets
RegionGlobal
AdministratorState Street Bank and Trust Company
AdvisorBlackRock Fund Advisors
CustodianState Street Bank and Trust Company
DistributorBlackRock Investments, LLC
Portfolio ManagerJames Mauro, Karen Uyehara
Transfer AgentState Street Bank and Trust Company
Fiscal Year End28-Feb
ExchangeNYSE Arca, Inc.
Number of Constituents591
Market MakerJane Street
Total Expense0.18
Management Fee0.18
Country NameUSA
Returns Y T D2.83
NameiShares ESG Advanced Investment Grade Corporate Bond ETF
Currency CodeUSD
Open FigiBBG013BSDCP0
1y Volatility10.83
200 Day M A81.8597
50 Day M A83.2716
CodeELQD
Updated At23rd of November 2024
Currency NameUS Dollar
TypeETF
iShares ESG Advanced [ELQD] is traded in USA and was established 2021-11-08. The fund is listed under Corporate Bond category and is part of iShares family. The entity is thematically classified as Investment Grade ETFs. iShares ESG Advanced currently have 15.4 M in assets under management (AUM). , while the total return for the last 3 years was -2.3%.
Check IShares ESG Probability Of Bankruptcy

Geographic Allocation (%)

iShares ESG Advanced Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares ESG. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

IShares ESG Against Markets

When determining whether iShares ESG Advanced is a strong investment it is important to analyze IShares ESG's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact IShares ESG's future performance. For an informed investment choice regarding IShares Etf, refer to the following important reports:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in iShares ESG Advanced. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in producer price index.
You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
The market value of iShares ESG Advanced is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares ESG's value that differs from its market value or its book value, called intrinsic value, which is IShares ESG's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares ESG's market value can be influenced by many factors that don't directly affect IShares ESG's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares ESG's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares ESG is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares ESG's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.