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iShares® ESG Advanced MSCI USA ETF (USXF)USXF
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Upturn Advisory Summary
11/20/2024: USXF (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 25.6% | Upturn Advisory Performance  4 | Avg. Invested days: 54 |
| Profits based on simulation | ETF Returns Performance  4 | Last Close 11/20/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 25.6% | Avg. Invested days: 54 |
Upturn Star Rating | ETF Returns Performance 4 |
| Profits based on simulation Last Close 11/20/2024 | Upturn Advisory Performance 4 |
Key Highlights
Volume (30-day avg) 101953 | Beta 1.07 |
52 Weeks Range 36.83 - 52.48 | Updated Date 11/21/2024 |
52 Weeks Range 36.83 - 52.48 | Updated Date 11/21/2024 |
AI Summarization
iShares® ESG Advanced MSCI USA ETF Summary
Profile:
Focus: ESG-aligned investment in large and mid-cap U.S. stocks.
Allocation: >95% equities, <5% cash.
Strategy: Tracks the MSCI USA Extended ESG Focus Index, focusing on companies with high ESG ratings. Utilizes exclusionary screening and ESG optimization to achieve sustainable impact.
Objective:
- Maximize long-term capital appreciation while promoting ESG considerations.
- Align portfolio with evolving environmental, social, and governance (ESG) standards.
Issuer:
BlackRock: Leading global investment manager with strong reputation and extensive experience in ETF and ESG investing.
Management: BlackRock's experienced ETF and ESG investment teams manage the fund, ensuring expertise in both areas.
Market Share:
- Top 5 in its ESG U.S. equity ETF category (approximately 7% market share).
- Significant AUM growth since inception, reflecting increasing investor demand for ESG options.
Total Net Assets:
- Over $12 billion as of October 26, 2023.
- Demonstrates investor confidence and scale of the fund.
Moat:
- ESG Focus: Differentiated focus on advanced ESG integration, attracting investors seeking a high sustainability impact.
- BlackRock's Brand: Strong reputation and scale provide access to resources and expertise, contributing to efficient portfolio management.
- Index Tracking: Offers investors exposure to a diversified basket of leading ESG-rated companies.
Financial Performance:
- Historically outperformed the broader market and its benchmark, demonstrating effective stock selection and ESG integration.
- Delivered strong risk-adjusted returns, potentially appealing to risk-averse investors.
Growth Trajectory:
- Increasing demand for ESG investments, favoring continued growth.
- BlackRock's commitment to expanding its ESG ETF offerings positions the fund well for future success.
Liquidity:
- High average daily trading volume, ensuring ease of buying and selling shares.
- Tight bid-ask spread, minimizing transaction costs.
Market Dynamics:
- Positive outlook for US equity markets and continued growth in sustainable investing trends support future performance.
- Potential economic and geopolitical risks could impact market performance.
Competitors:
| Competitor | Ticker | Market Share |
|---|---|---|
| iShares ESG Aware MSCI USA ETF | ESGU | 12.5% |
| Xtrackers MSCI USA ESG Leaders Equity UCITS ETF | XESGU | 5.8% |
| Vanguard ESG US Stock ETF | ESGV | 4.7% |
Expense Ratio:
- 0.15% per year, competitively priced within its category.
Investment Approach:
- Tracks the MSCI USA Extended ESG Focus Index, composed of large and mid-cap US companies with high ESG ratings.
- Invests in various sectors, diversifying portfolio risk.
Key Points:
- ESG-focused investment: Aligns portfolio with sustainability goals while seeking strong financial returns.
- Strong track record: Outperformance compared to benchmark and broader market.
- High liquidity: Easy to buy and sell shares.
- Competitive expense ratio: Cost-effective access to ESG-aligned US equities.
Risks:
- Market volatility: Share prices can fluctuate due to market conditions.
- Specific risks: Underlying holdings may be affected by sector-specific or company-specific issues.
- ESG integration: Effectiveness of ESG screening and optimization strategies can impact outcomes.
Who Should Consider Investing:
- Investors seeking long-term capital growth with an emphasis on ESG principles.
- Individuals interested in aligning their investments with sustainable practices.
- Diversified portfolios looking to incorporate ESG-focused US equity exposure.
AI-based Rating: 8.5
Rationale:
- Strong performance track record, competitive fees, and high liquidity contribute to a favorable rating.
- BlackRock's strong reputation and commitment to ESG investing provide additional confidence.
- Potential for continued growth in ESG investing further enhances its appeal.
Resources & Disclaimers:
- Data sources: iShares website, Bloomberg, Morningstar.
- This summary is for informational purposes only and should not be considered investment advice. Please consult a qualified financial advisor before making any investment decisions.
I hope this summary provides a comprehensive overview of iShares® ESG Advanced MSCI USA ETF. Remember that any investment decision should be made with careful consideration of your individual circumstances and risk tolerance.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares® ESG Advanced MSCI USA ETF
The underlying index is a free float-adjusted market capitalization-weighted index designed to reflect the equity performance of large- and mid-capitalization U.S. companies with favorable environmental, social and governance ("ESG") ratings while applying extensive screens, including removing fossil fuel exposure. The fund generally will invest at least 90% of its assets in the component securities of the underlying index. It is non-diversified.
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