ESGS Columbia U.S. ESG Equity Income ETF
What is ESGS?
ESGS tracks an index composed of 100 US equities (excluding REITs). Securities are screened for dividend yields and the Investment Manager’s proprietary ESGM Ratings that draw on the SASB materiality framework.
ESGS Factset Analytics Insight
ESGS consists of large- and mid-cap stocks from the MSCI USA Index, excluding REITs. To be eligible for inclusion, each company must have an ESGM Rating of 1 or 2 and a forward annualized dividend yield of at least 1%. After that, companies are scored on a sector and region-relative basis, which focuses on forward dividend yield, dividend growth, and cash-based dividend coverage ratio factors. The market cap-weighted Index contains the 100 highest-scoring securities and undergoes quarterly reconstitution. The Investment Manager’s proprietary Environmental, Social, and Governance Materiality (ESGM) Ratings draw on the Sustainability Accounting Standards Board (SASB) framework, which uses Sustainable Industry Classification System to group companies based on shared sustainability risks and opportunities. Before Oct. 14, 2022, the fund tracked the Beta Advantage U.S. ESG Equity Income Index that screens companies based on dividend yields and ESG screens using the MSCI ESG Rating. The fund was previously named Columbia Sustainable U.S. Equity Income ETF.
ESGS Summary Data
Peers
Fund Flows
ESGS Portfolio Data
ESGS Index Data
ESGS Portfolio Management
ESGS Tax Exposures
ESGS Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of ESGS. ESGS is rated a 5 out of 5.
ESGS Tradability
ESGS Sector/Industry Breakdown
Benchmark
ESGS Top 10 Holdings
ESGS Performance Statistics
ESGS Countries
Benchmark
ESGS Regions
Benchmark
ESGS Economic Development
Benchmark
ESGS Benchmark Comparison Summary
Benchmark
ESGS Benchmark Comparison Market Cap Size
Benchmark
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Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.