ESGW

Columbia Sustainable Global Equity Income ETF
C

75
  • Overview
  • Efficiency
  • Tradability
  • Fit

ESGW Fund Description

The Columbia Sustainable Global Equity Income ETF tracks an index composed of 200 companies from developed countries (excluding REITs) that exhibit a minimum ESG rating (as determined by MSCI) and dividend characteristics.

ESGW Factset Analytics Insight

ESGW consists of large- and mid-cap stocks pulled from the MSCI World Index, excluding REITs, selected and weighted according to their dividend characteristics. In order to be eligible for inclusion in the fund, each company must have a minimum MSCI ESG Rating of BB and a 1% dividend yield. The minimum ESG (environmental, social, and corporate governance) rating indicates that all companies in the fund have positive exposure to ESG issues. Essentially, ESGW is a composite of funds ESGS and ESGN, with each security’s weight determined by their weight in their respective index, and their respective index’s weight within the Beta Advantage Sustainable Global Equity Income 200 Index.

ESGW MSCI ESG Analytics Insight

The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of April 19, 2018 the Columbia Sustainable Global Equity Income ETF MSCI ESG Fund Quality Score is 6.59 out of 10.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. ESGW ranks in the 88th percentile within its peer group and in the 85th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
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ESGW Top 10 Countries View All

ESGW Top 10 Sectors

ESGW Top 10 Holdings View All

ESGW Summary Data

Columbia
06/13/16
Open-Ended Fund
0.40%
$7.56M
$21.01K
0.32%

ESGW Portfolio Data

$42.62B
16.92
1.93
7.86%
N/A
201

ESGW Index Data

Fundamental
Principles-based
MSCI World Investable Markets

Related ETFs to ESGW

KLDW, LNGR, BFIT, FDVV, BOTZ
Total Return
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max

ESGW Portfolio Management

0.40%
--
--
--

ESGW Tax Exposures

20.00% / 39.60%
0.68%
Qualified dividends
No

ESGW Fund Structure

Open-Ended Fund
No
No
N/A
N/A
N/A
High
Daily
Bats Book Viewer
TOP OF BOOK
LAST 10 TRADES
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

ESGW Factset Analytics Block Liquidity

As of 04/20/18
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of ESGW. ESGW is rated a 4 out of 5.

ESGW Tradability

534
$21.01K
245
$12.04K
0.32%
$0.10
0.25%
5.51% / -1.92%
None
67.00%
50,000
0.00
0.13%
0.01%
--
$30.25
4

ESGW Sector/Industry BreakdownView All

ESGWSegment Benchmark
21.27% 17.06%
12.75% 16.97%
12.92% 13.06%
8.12% 10.09%
16.57% 8.97%
5.03% 8.86%
5.74% 7.72%
2.75% 7.62%
11.17% 4.60%

ESGW Geographic Exposure

ESGWSegment Benchmark
59.10% 59.23%
9.69% 14.18%
6.59% 5.71%
1.17% 2.85%
3.59% 2.72%
3.41% 2.54%
2.58% 2.32%
1.23% 1.46%
0.99% 1.22%

ESGWSegment Benchmark
62.44% 60.45%
23.17% 20.11%
14.21% 18.78%
0.19% 0.67%
0.00% / 0.00% 0.00% / 0.00%

ESGW Performance Statistics

0.91
0.94
0.89
0.92
0.15%
MSCI World Investable Markets

ESGW MSCI ESG Ratings

6.59 / 10
88.48
84.97
13.58%
6.19%
290.67

ESGW BENCHMARK COMPARISON

    ESGW
    201 Holdings
    Segment Benchmark
    5877 Constituents
    Shared Holdings
    200 (Count)
     
    13.97% (Weight)
ESGWSegment Benchmark
121.27 B 42.62 B
75.44% 64.50%
18.24% 34.58%
5.80% 0.40%
0.52% 0.52%
2.25% 3.03%