USXF
iShares ESG Advanced MSCI USA ETFUSXF Fund Description
USXF tracks an index of large- and midcap US equities screened for positive environmental, social and governance rating while also screening for involvement in controversial activities.
USXF Factset Analytics Insight
USXF is passively managed to invest in US equities with above average ESG ratings relative to its sector peers. The underlying index starts with the MSCI USA Index (the parent) and excludes companies engaged in controversial activities like nuclear weapons, genetic engineering, palm oil, private prisons, and predatory lending. Firms in the energy sector per GICS methodology, including those involved in fossil fuels, reserve ownership, related revenues and power generation are also excluded, with the exception of firms having bulk of their revenues tied to alternative energy. The remaining companies are ranked based on a sector-specific ESG Key Issues (e.g. carbon emissions) selection and weighting model, only those with above average scores (BBB and up) are selected. The market cap-weighted index is reviewed quarterly and excludes small cap firms.
USXF MSCI ESG Analytics Insight
iShares ESG Advanced MSCI USA ETF has an MSCI ESG Fund Rating of AA based on a score of 8.13 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. iShares ESG Advanced MSCI USA ETF ranks in the 92nd percentile within its peer group and in the 99th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
USXF MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
USXF Summary Data
USXF Portfolio Data
USXF Index Data
USXF Portfolio Management
USXF Tax Exposures
USXF Fund Structure
USXF Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of USXF. USXF is rated a 5 out of 5.
USXF Tradability
USXF Sector/Industry Breakdown
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USXF Top 10 Holdings[View All]
USXF Countries
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USXF Regions
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USXF Economic Development
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USXF Performance Statistics
USXF MSCI ESG Ratings
USXF Benchmark Comparison Summary
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USXF Benchmark Comparison Market Cap Size
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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.