ESGW

Columbia Sustainable Global Equity Income ETF
*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

Columbia Sustainable Global Equity Income ETF has an MSCI ESG Fund Rating of AA based on a score of 7.23 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

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. Columbia Sustainable Global Equity Income ETF ranks in the 90th percentile within its peer group and in the 91st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

ESGW Charts And Performance

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PERFORMANCE [as of 10/22/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
ESGW 1.58% 2.91% 17.00% 4.56% 8.78% -- --
ESGW (NAV) 1.48% 2.71% 16.28% 5.17% 9.21% -- --
MSCI World IMI 0.45% 0.80% 18.75% 8.88% 10.89% 8.06% 8.92%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

ESGW Summary Data

Columbia
06/13/16
Open-Ended Fund
0.40%
$16.00M
$1.56K
0.46%

ESGW Portfolio Data

$35.15B
12.09
1.48
9.57%
12/20/19
202

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
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

ESGW Factset Analytics Block Liquidity

As of 10/23/19
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

48
$1.56K
3
0
0.46%
$0.12
-0.02%
1.03% / -3.36%
None
71.00%
50,000
0.00
0.15%
0.01%
0
$26.81
4

ESGW Sector/Industry Breakdown


ESGW
Segment Benchmark
18.13%
19.47%
14.06%
12.35%
13.15%
12.92%
10.86%
8.49%
9.54%
4.68%
9.42%
18.70%
8.17%
5.02%
6.93%
12.24%
6.76%
3.51%
2.99%
2.63%

ESGW Countries


ESGW
Segment Benchmark
64.46%
62.80%
14.62%
8.53%
3.17%
2.78%
2.75%
2.43%
2.72%
0.93%
2.47%
3.42%
2.05%
1.17%
1.53%
3.47%
1.48%
5.66%
1.12%
1.13%

ESGW Regions


ESGW
Segment Benchmark
65.98%
66.27%
18.88%
12.74%
15.14%
20.80%
--
0.19%

ESGW Economic Development


ESGW
Segment Benchmark
100.00%
100.00%

ESGW Performance Statistics

0.88
0.96
0.89
0.97
0.26%
MSCI World IMI

ESGW MSCI ESG Ratings

AA
7.23 / 10
91.46
90.08
8.62%
6.54%
318.83

ESGW Benchmark Comparison Holdings

202
5970
200
11.77%

ESGW Benchmark Comparison Summary


ESGW
Segment Benchmark
202
5970
$35.15B
$147.32B
12.09
20.57
1.48
2.27
3.61%
2.41%
Low
Low

ESGW Benchmark Comparison Market Cap Size


ESGW
Segment Benchmark
61.01%
77.23%
38.74%
16.62%
0.25%
5.43%
0.00%
0.71%