ESGW

Columbia Sustainable Global Equity Income ETF
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68
*Unless otherwise stated, data provided by FactSet.

ESGW Fund Description

ESGW 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 February 20, 2019 the Columbia Sustainable Global Equity Income ETF MSCI ESG Fund Quality Score is 6.63 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 90th percentile within its peer group and in the 85th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

ESGW CHARTS AND PERFORMANCE

Price Chart ($)
Total Return Chart (%)
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
COMPARE
RESET
Select ETFs to compare their performance:
PERFORMANCE [as of 02/20/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
ESGW 4.63% 5.02% 12.82% -3.32% -- -- --
ESGW (NAV) 4.86% 4.75% 12.34% -3.02% -- -- --
MSCI World IMI 4.45% 5.97% 11.28% -0.31% 13.02% 6.71% 13.06%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

ESGW Top 10 Countries

ESGW Top 10 Sectors

ESGW Top 10 Holdings [View All]

ESGW Summary Data

Columbia
06/13/16
Open-Ended Fund
0.40%
$6.56M
$13.13K
0.47%

ESGW Portfolio Data

$34.38B
12.60
1.53
10.25%
N/A
199

ESGW Index Data

Fundamental
Principles-based
MSCI World IMI

ESGW Portfolio Management

0.40%
--
--
--

ESGW Tax Exposures

20.00% / 39.60%
0.45%
Qualified dividends
No

ESGW Fund Structure

Open-Ended Fund
No
No
N/A / 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 02/21/19
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

393
$13.13K
76
$5.32K
0.47%
$0.12
0.04%
3.32% / -3.36%
None
70.00%
50,000
0.00
0.15%
0.01%
--
$26.36
4

ESGW Sector/Industry Breakdown


ESGW
Segment Benchmark
18.13%
11.88%
16.03%
19.45%
15.03%
12.42%
9.18%
16.65%
8.90%
4.11%
8.73%
8.24%
7.10%
5.81%
6.16%
3.21%
5.52%
2.68%
4.84%
12.21%

ESGW Countries


ESGW
Segment Benchmark
62.79%
61.45%
13.07%
9.15%
4.45%
6.12%
2.87%
2.95%
2.45%
1.06%
2.29%
1.18%
2.24%
3.39%
2.11%
2.42%
1.51%
1.15%
1.39%
0.84%

ESGW Regions


ESGW
Segment Benchmark
63.76%
64.84%
17.92%
21.51%
17.83%
13.46%
0.49%
0.19%

ESGW Economic Development


ESGW
Segment Benchmark
100.00%
100.00%
--
0.00%

ESGW Performance Statistics

0.90
0.88
0.85
0.87
0.23%
MSCI World IMI

ESGW MSCI ESG Ratings

6.63 / 10
89.92
85.07
14.00%
5.53%
318.18

ESGW BENCHMARK COMPARISON HOLDINGS

199
5976
196
13.12%

ESGW BENCHMARK COMPARISON SUMMARY


ESGW
Segment Benchmark
199
5976
$34.38B
$120.57B
12.60
16.84
1.53
2.05
3.68%
2.62%
Low
Low

ESGW BENCHMARK COMPARISON MARKET CAP SIZE


ESGW
Segment Benchmark
56.39%
74.31%
42.64%
18.56%
0.24%
6.31%
0.73%
0.82%