iShares ESG Advanced MSCI USA ETF
USXF

$48.99

0.51%

Market Cap: $1.17B

0

Funds holding %

of 6,728 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

75% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 60

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

8% more capital invested

Capital invested by funds: $777M [Q1] → $839M (+$62.1M) [Q2]

5% more funds holding

Funds holding: 200 [Q1] → 209 (+9) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 4 [Q1] → 4 (+0) [Q2]

1.33% less ownership

Funds ownership: 78.74% [Q1] → 77.41% (-1.33%) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for USXF.

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Financial journalist opinion

USXF: Beating Its ESG Peers In 2024

iShares® ESG Advanced MSCI USA ETF implements an environmental, social, and corporate governance (“ESG”) strategy focused on large companies. The USXF ETF displays expensive valuation ratios, superior growth rates, and some excess return relative to the S&P 500. USXF has performed quite well relative to other ESG funds. Nonetheless, it may have deeper drawdowns than the benchmark in a downturn.

USXF: Beating Its ESG Peers In 2024

Zacks Investment Research

US Sustainable ETFs Face Record Outflows in 2023: Here's Why

While 2023 proved to be a challenging year for US sustainable funds including ETFs, the underlying principles of ESG investing remain relevant and are increasingly being incorporated into mainstream investment strategies.

US Sustainable ETFs Face Record Outflows in 2023: Here's Why

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