Summary
USXF Chart
iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) Sees Large Increase in Short Interest
iShares ESG Advanced MSCI USA ETF (NASDAQ: USXF - Get Free Report) was the target of a large growth in short interest in February. As of February 27th, there was short interest totaling 130,232 shares, a growth of 26.8% from the February 12th total of 102,676 shares. Currently, 0.6% of the shares of the stock are
USXF: A High-Growth ESG ETF With Market-Beating Potential
iShares ESG Advanced MSCI USA ETF offers a portfolio of ESG-screened U.S. stocks with a competitive expense ratio of 0.10%. USXF's high exposure to growth and technology stocks has led to its outperformance relative to the S&P 500 index. The fund's ESG methodology excludes fossil fuel-related sectors, resulting in a portfolio heavily weighted towards high ESG-scoring technology stocks.
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.
iShares ESG Aware MSCI USA ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 7,902 | $361,681.2 | $527,656.05 | $165,974.85 | 45.89% |
 Austin Private Wealth Austin Private Wealth LLC | 20,470 | $842,482.82 | $1.37M | $523,070.88 | 62.09% |
 Ben Rothwell Keystone Financial Services | 9,736 | $405,043.5 | $649,439.88 | $244,396.38 | 60.34% |
| HT Hannah Tackett Penobscot Wealth Management | 6,494 | $371,088.39 | $438,343.05 | $67,254.66 | 18.12% |
 Kevin B. Crawford JB Capital LLC | 3,951 | $191,412.4 | $264,796.02 | $73,383.62 | 38.34% |
iShares ESG Aware MSCI USA ETF (USXF) FAQ
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iShares ESG Aware MSCI USA ETF Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
The described entity is an investment fund that focuses on incorporating environmental, social, and governance (ESG) criteria into its investment process. It aims to provide investors with exposure to large- and mid-capitalization U.S. companies that are evaluated to have favorable ESG ratings. The fund emphasizes the importance of sustainable and responsible investing by applying extensive screens to its selection process, notably excluding companies with fossil fuel exposure. With at least 90% of its assets invested in the securities of its underlying index, the fund adheres to a market capitalization-weighted approach, adjusting for free float, to mirror the performance of its selected segment of the U.S. equity market. The fund is characterized as non-diversified, indicating a potentially focused investment in a smaller number of holdings or sectors.
Products and Services
The fund offers a specific investment product, structured around the following key characteristics:
- ESG-Filtered Equity Exposure: Investments are targeted towards U.S. large- and mid-cap companies that are assessed to have positive environmental, social, and governance practices. This service aligns with the growing demand for sustainable investment options that also seek to minimize environmental impact, especially through the exclusion of fossil fuel-related industries.
- Market-Capitalization-Weighted Indexing: The fund’s investment strategy utilizes a market capitalization-weighted index, which is adjusted for free float. This approach is designed to reflect the equity performance of its chosen segment more accurately, ensuring that investments are proportionately balanced according to the market value of the companies within the underlying index.
- Concentrated Investment Approach: By investing at least 90% of its assets in the component securities of its underlying index, and being non-diversified, the fund may offer a focused investment strategy. This could appeal to investors looking for targeted exposure to companies with favorable ESG ratings within the U.S. equity market.
