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Upturn AI SWOT - About
iShares® ESG Advanced MSCI USA ETF (USXF)
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Upturn Advisory Summary
08/29/2025: USXF (2-star) has a low Upturn Star Rating. Not recommended to BUY.
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 58.08% | Avg. Invested days 80 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/29/2025 |
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) seeks to track the investment results of an index composed of U.S. equities with positively screened environmental, social and governance (ESG) characteristics, aiming to achieve a higher ESG profile than the broad U.S. equity market. It invests primarily in U.S. large and mid-cap stocks.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and a long track record of managing ETFs.
Management Expertise
BlackRock has a dedicated team of investment professionals with extensive experience in managing ESG-focused investments.
Investment Objective
Goal
To track the investment results of an index composed of U.S. equities with positively screened ESG characteristics.
Investment Approach and Strategy
Strategy: Tracks the MSCI USA Extended ESG Focus Index, which selects companies with high ESG ratings and excludes companies involved in certain controversial activities.
Composition Primarily holds U.S. large and mid-cap stocks that meet ESG criteria.
Market Position
Market Share: USXF's market share within the ESG-focused U.S. equity ETF sector is relatively small compared to larger competitors.
Total Net Assets (AUM): 47129487
Competitors
Key Competitors
- Xtrackers S&P 500 ESG ETF (SNPE)
- Vanguard ESG U.S. Stock ETF (ESGV)
- iShares ESG Aware MSCI USA ETF (ESGU)
Competitive Landscape
The ESG ETF market is competitive with many funds tracking similar ESG benchmarks. USXF's competitive advantage lies in its advanced ESG screening methodology; however, ESGU and ESGV have much higher AUM, likely due to lower expense ratios.
Financial Performance
Historical Performance: Past performance is not indicative of future results. Data on historical performance available from BlackRock or major financial data providers.
Benchmark Comparison: The ETF's performance should be compared to the MSCI USA Extended ESG Focus Index to assess tracking efficiency.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
The average trading volume for USXF is moderate, suggesting sufficient liquidity for most investors but might have some impact on larger orders.
Bid-Ask Spread
The bid-ask spread for USXF is typically tight, which can minimize transaction costs for investors.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment towards ESG investing can impact USXF's performance.
Growth Trajectory
Growth depends on the demand for ESG investments and the performance of its underlying holdings, and it may grow due to interest in socially responsible investing.
Moat and Competitive Advantages
Competitive Edge
USXF differentiates itself through its advanced ESG screening process, which excludes companies with significant involvement in controversial activities and seeks to maximize the ESG score. This rigorous approach may appeal to investors seeking a higher level of ESG integration. However, its higher expense ratio compared to some competitors may be a disadvantage. BlackRock's strong brand and distribution network also provide a competitive advantage.
Risk Analysis
Volatility
USXF's volatility is similar to that of the broader U.S. equity market, as it invests in a diversified portfolio of U.S. stocks.
Market Risk
USXF is subject to market risk, which is the risk that the overall stock market declines, potentially causing the ETF's value to decrease. Specific risks relate to ESG criteria changing and the availability of reliable ESG data.
Investor Profile
Ideal Investor Profile
The ideal investor for USXF is someone who is seeking to align their investments with their ESG values and is comfortable with the risks and returns associated with U.S. equities.
Market Risk
USXF is suitable for long-term investors who are interested in ESG investing and seeking exposure to U.S. equities.
Summary
The iShares ESG Advanced MSCI USA ETF (USXF) offers investors access to U.S. equities with enhanced ESG characteristics through positive screening. It seeks to track the MSCI USA Extended ESG Focus Index, which targets companies with strong ESG profiles, but faces competition from other ESG-focused ETFs. While USXF's expense ratio is higher than some competitors, its advanced ESG methodology and BlackRock's backing may appeal to investors seeking a higher level of ESG integration. It is suitable for long-term investors seeking alignment with ESG values.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar.com
- etf.com
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share is an estimated calculation based on available data and may vary.
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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