iShares ESG Advanced MSCI USA ETFUSXF
USXF
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
131% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 55
100% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 19
13% more capital invested
Capital invested by funds: $893M [Q3] → $1.01B (+$113M) [Q4]
6% more funds holding
Funds holding: 228 [Q3] → 242 (+14) [Q4]
1.45% more ownership
Funds ownership: 76.26% [Q3] → 77.72% (+1.45%) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 3 (+0) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for USXF.
Financial journalist opinion
Positive
Seeking Alpha
2 months ago
USXF: A High-Growth ESG ETF With Market-Beating Potential
iShares ESG Advanced MSCI USA ETF offers a portfolio of ESG-screened U.S. stocks with a competitive expense ratio of 0.10%. USXF's high exposure to growth and technology stocks has led to its outperformance relative to the S&P 500 index. The fund's ESG methodology excludes fossil fuel-related sectors, resulting in a portfolio heavily weighted towards high ESG-scoring technology stocks.
Positive
Seeking Alpha
4 months ago
USXF: An ESG Fund That Holds A Whole Lot Of Nvidia
The iShares® ESG Advanced MSCI USA ETF offers exposure to U.S. companies with high ESG scores, boasting a low expense ratio of 0.10%. Nvidia's significant weighting (16.67%) in the fund raises concerns about concentration risk, despite the fund's impressive nearly 29% YTD return. USXF's sector allocation favors Information Technology and Financials, avoiding controversial industries like weapons, tobacco, and thermal coal.
Positive
Seeking Alpha
1 year ago
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.
Negative
Zacks Investment Research
1 year ago
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.
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