iShares ESG Advanced MSCI USA ETFUSXF
USXF
0
Funds holding %
of 6,815 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
200% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 10
113% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 54
8% more funds holding
Funds holding: 210 [Q2] → 226 (+16) [Q3]
6% more capital invested
Capital invested by funds: $865M [Q2] → $916M (+$51.5M) [Q3]
1.65% less ownership
Funds ownership: 79.86% [Q2] → 78.21% (-1.65%) [Q3]
25% less funds holding in top 10
Funds holding in top 10: 4 [Q2] → 3 (-1) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for USXF.
Financial journalist opinion
Positive
Seeking Alpha
1 month ago
USXF: An ESG Fund That Holds A Whole Lot Of Nvidia
The iShares® ESG Advanced MSCI USA ETF offers exposure to U.S. companies with high ESG scores, boasting a low expense ratio of 0.10%. Nvidia's significant weighting (16.67%) in the fund raises concerns about concentration risk, despite the fund's impressive nearly 29% YTD return. USXF's sector allocation favors Information Technology and Financials, avoiding controversial industries like weapons, tobacco, and thermal coal.
Positive
Seeking Alpha
9 months ago
USXF: Beating Its ESG Peers In 2024
iShares® ESG Advanced MSCI USA ETF implements an environmental, social, and corporate governance (“ESG”) strategy focused on large companies. The USXF ETF displays expensive valuation ratios, superior growth rates, and some excess return relative to the S&P 500. USXF has performed quite well relative to other ESG funds. Nonetheless, it may have deeper drawdowns than the benchmark in a downturn.
Negative
Zacks Investment Research
11 months ago
US Sustainable ETFs Face Record Outflows in 2023: Here's Why
While 2023 proved to be a challenging year for US sustainable funds including ETFs, the underlying principles of ESG investing remain relevant and are increasingly being incorporated into mainstream investment strategies.
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