Key stats
About iShares ESG Advanced MSCI USA ETF
Expense ratio
0.10%
Home page
Inception date
Jun 16, 2020
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.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Electronic Technology
Finance
Technology Services
Stocks99.86%
Electronic Technology30.90%
Finance17.12%
Technology Services11.54%
Health Technology6.55%
Producer Manufacturing6.46%
Commercial Services6.40%
Retail Trade6.03%
Consumer Services3.44%
Process Industries2.85%
Consumer Non-Durables1.55%
Health Services1.40%
Non-Energy Minerals1.12%
Industrial Services1.06%
Transportation0.94%
Distribution Services0.86%
Communications0.80%
Consumer Durables0.71%
Utilities0.13%
Bonds, Cash & Other0.14%
Mutual fund0.13%
Cash0.01%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history