# iShares IV PLC - iShares MSCI USA CTB Enhanced ESG UCITS ETF Hedged GBP (EDMG)

**Source:** https://fundology.uk/fund/edmg · ISIN IE000LZ4F7J0 · Data: TradingView (LSE closes and returns, delayed), issuer documents, ONS CPIH, FCA FIRDS

## At a glance

> Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.

As of 30/09/2026, EDMG (iShares MSCI USA CTB Enhanced ESG UCITS ETF Hedged GBP, ISIN IE000LZ4F7J0) closed at £7.75 on the London Stock Exchange. Its ongoing charge is 0.10% a year (about £10 on £10,000). Over the year to 30/09/2026 its total return was +13.6%, or +10.0% after UK CPIH inflation.

## Summary

iShares IV PLC - iShares MSCI USA CTB Enhanced ESG UCITS ETF Hedged GBP is an exchange-traded fund (ETF) from iShares, launched in 2024. You buy and sell it through a share-dealing account or platform during stock-market hours, like a share. Its ongoing charge is 0.1% a year — about £10 a year on every £10,000 invested, taken from the fund's value rather than billed to you. Income from its investments is paid out to holders as cash, usually a few times a year. It is currency-hedged: it aims to remove most of the effect of exchange-rate moves against the pound.

Latest close: **£7.75** (30/09/2026).

## Key facts

| Fact | Value |
|---|---|
| Ticker (LSE) | EDMG |
| ISIN | IE000LZ4F7J0 |
| Category | US shares |
| Type | ETF |
| Provider | iShares |
| Income | Distributing |
| Ongoing charge | 0.10% a year (£10 per £10,000) |
| Fund size | £389m |
| Launched | 2024 |
| Domicile | Ireland |

## Past returns (periods to 30/09/2026)

After the fund's ongoing charges. "Income reinvested" is total return; "price only" leaves out income paid out. Real returns are after ONS CPIH inflation.

| Window | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 1 year | +13.57% | +10.00% | income reinvested |

Returns: TradingView (delayed data). Inflation: ONS CPIH, latest month published.

## Calendar-year returns

Calendar-year returns of iShares IV PLC - iShares MSCI USA CTB Enhanced ESG UCITS ETF Hedged GBP in pounds (price only, income paid out not included): 2025 +13.4%; 2026 to 30/09/2026 +9.9%. Returns of iShares IV PLC - iShares MSCI USA CTB Enhanced ESG UCITS ETF Hedged GBP in pounds (price only, income paid out not included) over the 12 months to 30/09/2026: +14.1%; to 30/09/2025: +13.0%.

| Year | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 2025 | +13.4% | +9.5% | Price |
| 2026 to 30/09/2026 | +9.9% | +6.8% | Price |

## Risk metrics

| Window | Volatility | Max drawdown |
|---|---|---|
| 1 year | 12.05% | -8.69% |

## Largest fall

Volatility of iShares IV PLC - iShares MSCI USA CTB Enhanced ESG UCITS ETF Hedged GBP in pounds, annualised from weekly returns to 30/09/2026: 12.1% over 1 year. Largest fall in the price of iShares IV PLC - iShares MSCI USA CTB Enhanced ESG UCITS ETF Hedged GBP since January 2024, in pounds: −16.0% from 06/12/2024 to 04/04/2025. The lowest 12-month return of iShares IV PLC - iShares MSCI USA CTB Enhanced ESG UCITS ETF Hedged GBP in pounds (price only, income paid out not included) since January 2024 was −1.2% (12 months to 04/04/2025); the highest was +31.8% (12 months to 17/04/2026). On 30/09/2026 the price of iShares IV PLC - iShares MSCI USA CTB Enhanced ESG UCITS ETF Hedged GBP was 1.0% below its highest weekly close since January 2024 (28/08/2026), in pounds.

## Charges compared with similar funds

Ongoing charge of iShares IV PLC - iShares MSCI USA CTB Enhanced ESG UCITS ETF Hedged GBP 0.10% a year, as of 01/10/2026: 145 of the 210 other US share funds charge more, 8 the same and 57 less (share classes counted once).

## Charges & eligibility

- Ongoing charges figure (OCF): **0.10%** per year
- ISA eligible: yes
- SIPP eligible: yes

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Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.