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Upturn AI SWOT - About
Columbia Sustainable International Equity Income ETF (ESGN)
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Upturn Advisory Summary
10/23/2025: ESGN (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 15.74% | Avg. Invested days 68 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/23/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.9 | 52 Weeks Range 28.30 - 35.60 | Updated Date 06/29/2025 |
52 Weeks Range 28.30 - 35.60 | Updated Date 06/29/2025 |
Upturn AI SWOT
Columbia Sustainable International Equity Income ETF
ETF Overview
Overview
The Columbia Sustainable International Equity Income ETF (ESGS) seeks to provide current income and long-term capital appreciation by investing in dividend-paying international companies that meet specific ESG criteria.
Reputation and Reliability
Columbia Threadneedle Investments is a well-established asset manager with a global presence and a long track record of providing investment solutions.
Management Expertise
Columbia Threadneedle has a team of experienced portfolio managers and analysts specializing in international equities and sustainable investing.
Investment Objective
Goal
Seeks to provide current income and long-term capital appreciation.
Investment Approach and Strategy
Strategy: Employs a rules-based methodology focusing on dividend-paying international equities that meet ESG criteria.
Composition Primarily holds dividend-paying international stocks. Focus on companies with strong ESG profiles.
Market Position
Market Share: Market share is relatively small compared to broader international equity income ETFs.
Total Net Assets (AUM): 40250000
Competitors
Key Competitors
- VYMI
- SCHF
- IDV
- EFV
Competitive Landscape
The international equity income ETF market is highly competitive, with established players like Vanguard and Schwab dominating. ESGS differentiates itself through its sustainable investment focus, but its relatively small AUM presents a challenge in terms of liquidity and economies of scale. Competitors may offer lower expense ratios or broader diversification.
Financial Performance
Historical Performance: Historical performance should be analyzed by reviewing the fund factsheet.
Benchmark Comparison: Benchmark performance depends on chosen index and should be analyzed by reviewing the fund factsheet.
Expense Ratio: 0.3
Liquidity
Average Trading Volume
Average trading volume is moderate and it varies depending on market conditions.
Bid-Ask Spread
The bid-ask spread can fluctuate based on trading volume and market volatility.
Market Dynamics
Market Environment Factors
Global economic growth, interest rates, currency fluctuations, and geopolitical events can all impact the performance of ESGS. ESG factors and investor sentiment towards sustainable investing are also influential.
Growth Trajectory
Growth depends on investor demand for ESG-focused international equity income products and Columbia Threadneedle's ability to attract and retain assets.
Moat and Competitive Advantages
Competitive Edge
ESGS's competitive edge lies in its combination of international equity income and sustainable investing. This niche focus attracts investors seeking both income and ESG considerations. The fund's integration of ESG factors into its investment process differentiates it from traditional international equity income ETFs. Columbia Threadneedle's expertise in sustainable investing further strengthens its competitive position.
Risk Analysis
Volatility
Volatility is influenced by the underlying international equity market and sector allocations.
Market Risk
ESGS is subject to market risk, including fluctuations in equity prices, currency exchange rates, and political instability in the countries where its holdings are located. ESG risks can also impact stock selection and performance.
Investor Profile
Ideal Investor Profile
Ideal investors are those seeking a combination of current income and long-term capital appreciation from international equities, with a strong preference for sustainable investing.
Market Risk
Suitable for long-term investors who prioritize ESG factors and are comfortable with the risks associated with international equity investments.
Summary
Columbia Sustainable International Equity Income ETF (ESGS) offers investors exposure to dividend-paying international stocks with a focus on ESG criteria. It seeks current income and long-term growth, appealing to socially conscious investors. While its AUM is relatively small, its sustainable investment approach differentiates it in a competitive market. Investors should carefully consider its expense ratio, liquidity, and risk factors before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Columbia Threadneedle Investments Website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Columbia Sustainable International Equity Income ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund invests at least 80% of its assets (including the amount of any borrowings for investment purposes) in income-producing (dividend-paying) equity securities. The fund typically invests in common stocks and depository receipts.
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