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iShares® ESG Advanced MSCI USA ETF (USXF)
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Upturn Advisory Summary
12/04/2025: USXF (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 56.97% | Avg. Invested days 91 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 12/04/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.08 | 52 Weeks Range 39.91 - 53.81 | Updated Date 06/30/2025 |
52 Weeks Range 39.91 - 53.81 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares® ESG Advanced MSCI USA ETF
ETF Overview
Overview
The iShares ESG Advanced MSCI USA ETF (USXF) aims to provide exposure to U.S. companies with favorable environmental, social, and governance (ESG) characteristics, focusing on companies with a high ESG profile relative to their sector peers. It seeks long-term capital appreciation. The fund primarily invests in large and mid-capitalization U.S. equities.
Reputation and Reliability
BlackRock, the issuer, is one of the world's largest asset managers with a strong reputation and extensive experience in the ETF market.
Management Expertise
BlackRock has a dedicated team of experienced portfolio managers and analysts who specialize in ESG investing.
Investment Objective
Goal
To track the investment results of an index composed of U.S. equities with high ESG ratings relative to their sector peers.
Investment Approach and Strategy
Strategy: The ETF tracks the MSCI USA Extended ESG Focus Index, which selects companies with high ESG ratings from the MSCI USA Index.
Composition The ETF primarily holds U.S. equities, focusing on large and mid-cap companies. The composition reflects companies with strong ESG profiles across various sectors.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 47759105.0
Competitors
Key Competitors
- Xtrackers MSCI USA ESG Leaders Equity ETF (USSG)
- Vanguard ESG U.S. Stock ETF (ESGV)
- Invesco ESG S&P 500 Equal Weight ETF (XVV)
Competitive Landscape
The competitive landscape is characterized by several ETFs offering exposure to U.S. equities with ESG considerations. USXF's competitive advantage lies in its specific ESG focus and methodology, potentially attracting investors seeking a particular approach. A disadvantage might be a lower AUM compared to larger, more established ESG ETFs like ESGV. Competitors offer different screening methods, leading to varied portfolio compositions.
Financial Performance
Historical Performance: Data unavailable.
Benchmark Comparison: Data unavailable.
Expense Ratio: 0.10
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate and adequate for typical trading activity.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market sentiment can impact the performance of USXF, particularly factors driving ESG investments and specific sector performance.
Growth Trajectory
The ETF's growth trajectory is tied to the increasing demand for ESG-focused investments and the performance of the underlying U.S. equity market. Changes to strategy may include adjustments to the ESG screening methodology.
Moat and Competitive Advantages
Competitive Edge
USXF benefits from BlackRock's brand recognition and expertise in ESG investing. Its strategic advantage lies in focusing on companies with advanced ESG profiles relative to their sector peers, potentially attracting investors seeking sector-specific ESG leadership. The ETFu2019s alignment with MSCIu2019s rigorous ESG standards further enhances its appeal. BlackRock's efficient execution in fund management provides operational benefits.
Risk Analysis
Volatility
Historical volatility depends on overall market conditions and the specific volatility of the underlying U.S. equities.
Market Risk
The ETF is subject to market risk associated with U.S. equities, including economic downturns, geopolitical events, and sector-specific risks. ESG-specific factors and screening changes could also impact returns.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking exposure to U.S. equities with a strong ESG focus and is comfortable with market risk. The investor should prioritize ESG considerations as part of their investment strategy.
Market Risk
USXF is suitable for long-term investors looking to incorporate ESG principles into their portfolio. It can also appeal to passive index followers who want an ESG-aligned investment option.
Summary
The iShares ESG Advanced MSCI USA ETF (USXF) offers exposure to U.S. equities screened for favorable ESG characteristics. Managed by BlackRock, it tracks the MSCI USA Extended ESG Focus Index, focusing on companies with high ESG ratings relative to their sector peers. The ETF is suitable for long-term investors prioritizing ESG considerations and seeking diversification within the U.S. equity market. Its performance is subject to market risk and the success of its ESG screening methodology. Overall, USXF provides a targeted approach for investors looking to align their investments with their values.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares Website
- MSCI
- BlackRock
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and 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 iShares® ESG Advanced MSCI USA ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The underlying index is a free float-adjusted market capitalization-weighted index designed to reflect the equity performance of large- and mid-capitalization U.S. companies with favorable environmental, social and governance ("ESG") ratings while applying extensive screens, including removing fossil fuel exposure. The fund generally will invest at least 90% of its assets in the component securities of the underlying index. It is non-diversified.
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