Key stats
About ISHARES ESG ADVCD MSCI EAFE IDX ETF UNITS
Home page
Inception date
Apr 15, 2020
Structure
Canadian Mutual Fund Trust (ON)
Primary advisor
BlackRock Asset Management Canada Ltd.
The fund is designed to capture companies with favorable ESG ratings relative to their sector peers while avoiding those that are involved in controversial business activities. In constructing the portfolio, companies in the broad MSCI EAFE Index are rated based on their ESG risk and opportunities management, and controversies scores (0-10, 10 being the most desirable). Securities that have a BBB-rating or above and a score of 3 or above are selected for the portfolio. Companies excluded are those involved in adult entertainment, alcohol, gambling, tobacco, GMO, weapons, nuclear power, firearms, for-profit prisons, and predatory lending, based on revenue thresholds. Companies in the energy sector and industry tied to fossil fuel are also screened out. The index is market-cap weighted with quarterly review for rebalance.
Classification
What's in the fund
Exposure type
Finance
Health Technology
Technology Services
Producer Manufacturing
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.