Ishares Esg Advanced Etf Profile
| USXF Etf | USD 49.14 0.46 0.94% |
Performance4 of 100
| Odds Of DistressLess than 9
|
IShares ESG is trading at 49.14 as of the 6th of October 2024. This is a 0.94 percent increase since the beginning of the trading day. The etf's lowest day price was 48.7. IShares ESG has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat insignificant performance during the last 90 days. Equity ratings for iShares ESG Advanced are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of July 2024 and ending today, the 6th of October 2024. Click here to learn more.
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 ratings while applying extensive screens, including removing fossil fuel exposure. More on iShares ESG Advanced
Moving together with IShares Etf
IShares Etf Highlights
| Business Concentration | Large Growth, iShares (View all Sectors) |
| Country Name | USA |
| Returns Y T D | 24.28 |
| Name | iShares ESG Advanced MSCI USA ETF |
| Currency Code | USD |
| Open Figi | BBG00VHK29G9 |
| In Threey Volatility | 19.03 |
| 1y Volatility | 14.97 |
| 200 Day M A | 44.7224 |
| 50 Day M A | 47.3239 |
| Code | USXF |
| Updated At | 6th of October 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.51 |
| Type | ETF |
iShares ESG Advanced [USXF] is traded in USA and was established 2020-06-16. The fund is listed under Large Growth category and is part of iShares family. iShares ESG Advanced at this time have 600.15 M in net assets. , while the total return for the last 3 years was 12.4%.
Check IShares ESG Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares ESG Advanced Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top iShares ESG Advanced Etf Constituents
| MSFT | Microsoft | Stock | Information Technology | |
| VZ | Verizon Communications | Stock | Communication Services | |
| V | Visa Class A | Stock | Financials | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| TMO | Thermo Fisher Scientific | Stock | Health Care | |
| PYPL | PayPal Holdings | Stock | Financials | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| PEP | PepsiCo | Stock | Consumer Staples |
IShares ESG Top Holders
| PFESX | Pfg Br Equity | Mutual Fund | Large Blend |
iShares ESG Advanced Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares ESG. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.051 | |||
| Jensen Alpha | (0.07) | |||
| Total Risk Alpha | (0.11) | |||
| Sortino Ratio | (0.02) |
IShares ESG Against Markets
Additional Information and Resources on Investing in IShares Etf
When determining whether iShares ESG Advanced is a strong investment it is important to analyze IShares ESG's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact IShares ESG's future performance. For an informed investment choice regarding IShares Etf, refer to the following important reports:Check out World Market Map to better understand how to build diversified portfolios, which includes a position in iShares ESG Advanced. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in interest. You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.
The market value of iShares ESG Advanced is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares ESG's value that differs from its market value or its book value, called intrinsic value, which is IShares ESG's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares ESG's market value can be influenced by many factors that don't directly affect IShares ESG's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares ESG's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares ESG is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares ESG's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.