More Top ESG ETFs and Companies

More Top ESG ETFs and Companies. Includes reviews and links to 16 articles with great ETF and stock recommendations globally. By Ron Robins, MBA Transcript & Links, Episode 154, June 13, 2025 Hello, Ron Robins here. Welcome to my podcast episode 154, published June 13, 2025, titled "More Top ESG ETFs and Companies." So, this podcast is presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, please visit this podcast's webpage for links to the articles and additional company and stock information. I have a great crop of 16 articles for you in this podcast! ------------------------------------------------------------- More Top ESG ETFs and Companies (1) My first review article appeared on a favourite investor website, morningstar.com. It's titled Five Top ESG ETFs for US Investors and is written by Hannah Hummel. Here are some brief comments on each ETF from Ms. Hummel. "To find these 174 sustainable ETFs, we applied multiple screens across all exchange-traded funds in Morningstar's database, selecting only equity investments that are both domiciled in the United States and traded on a United States Exchange. Next, we filtered the remaining ETFs down to only those Morningstar designates as an 'ESG Intentional Investment – Overall.' (Read here.)… All fund sizes are as of June 2, 2025. 1. iShares ESG Aware MSCI USA ETF ESGU Morningstar Category: Large Blend Morningstar Medalist Rating: SilverMorningstar ESG Risk Rating: Above AverageAnalyst: Lan Anh Tran IShares ESG Aware MSCI USA ETF tops our screen with $13.37 billion in assets under management. Incepted in December 2016, the fund has returned 0.48% year to date, trailing a 1.06% return for the S&P 500 and a 0.86% return for the Morningstar US Market Index in 2025. Over the past three years, the fund has posted a 13.59% annualized return, underperforming the S&P 500 at 14.41% and the Morningstar US Market Index at 14.05%. This passively managed fund tracks the MSCI USA Extended ESG Focus Index. 2. Vanguard ESG US Stock ETF ESGV Morningstar Category: Large BlendMorningstar Medalist Rating: SilverMorningstar ESG Risk Rating: Above AverageAnalyst: Lan Anh Tran The only ETF offered by a provider other than iShares that places among our screen's five largest vehicles is the $10.16 billion Vanguard ESG US Stock ETF. The Silver Morningstar Medalist was launched… in September 2018. Year to date, investors have seen a negative 0.21% return, leaving the fund trailing the S&P 500 and the Morningstar US Market Index by 1.27 percentage points and 1.07 percentage points, respectively. In the past three years, however, the fund has delivered a 14.45% annualized return, slightly overperforming the S&P 500 at 14.41%. Like the other four largest funds in our screen, Vanguard ESG US Stock ETF is passively managed, designed to replicate the performance of the FTSE USA All Cap Choice Index. 3. iShares ESG Aware MSCI EAFE ETF ESGD Morningstar Category: Foreign Large BlendMorningstar Medalist Rating: SilverMorningstar ESG Risk Rating: Above AverageAnalyst: Zachary Evens The largest ETF falling under the foreign large-blend Morningstar Category and the third largest across our screen overall is the $9.73 billion iShares ESG Aware MSCI EAFE ETF. Opened to investors in June 2016, this Silver medalist has returned an impressive 16.7% year to date against a 5.22% return for the Morningstar Global Markets Index. The fund's three-year annualized return is 11.3%, trailing the Morningstar Global Markets Index by 0.42 percentage points. In keeping with the remainder of the five largest funds in our screen, iShares ESG Aware MSCI EAFE ETF is passively managed, tracking the MSCI EAFE Extended ESG Focus Index. 4. iShares ESG Aware MSCI EM ETF ESGE Morningstar Category: Diversified Emerging MarketsMorningstar Medalist Rating: BronzeMorningstar ESG Risk Rating: Above AverageAnalyst: Lan Anh Tran IShares ESG Aware MSCI EM ETF ranks fourth in our screen with $4.73 billion in assets under management. Launched in June 2018, the IShares ESG Aware MSCI EM ETF has returned 9.74% in 2025, beating a 7.54% return for the Morningstar Emerging Markets Index. Looking over a longer horizon, the fund's three-year annualized return is 4.62%, trailing a 5.46% return for the Morningstar Emerging Markets Index. This Bronze Morningstar Medalist is passively managed, seeking to replicate the performance of the MSCI Emerging Markets ...