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USXF

iShares ESG Advanced MSCI USA ETF
1W: +0.0% 1M: -4.7% 3M: -3.0% YTD: -3.2% 1Y: +16.9% 3Y: +81.9% 5Y: +82.6%
$54.85
-1.34 (-2.38%)
After Hours: $59.94 (+5.09, +9.27%)
ETF NASDAQ · AUM $1.2B
ETF-Level Metrics
AUM$1.2B
Holdings290
Top 10 Wt39.0%
Beta1.16
% Profitable92%
Coverage100%
Portfolio Valuation
P/E51.8
P/B27.9
P/S18.7
EV/EBITDA39.5
P/FCF52.4
PEG1.52
Profitability & Returns
Gross Margin60.3%
Net Margin36.1%
ROE61.8%
ROA22.6%
ROIC47.7%
Div Yield1.06%
Leverage & Liquidity
Debt/Equity0.57
Debt/Assets0.22
Net Debt/EBITDA0.1x
Interest Cov20.1x
Current Ratio1.41
Quick Ratio1.26
Growth (YoY)
Revenue+27.9%
Net Income+47.6%
EPS+48.9%
FCF+44.6%
EBITDA+36.2%
Rev CAGR 3Y+22.7%
Quality Scores
Piotroski F6.9
Altman Z16.44
IS Quality78.0
IS Overall68.6
IS Value45.6
Median P/E25.3

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 75 50.3% -14.1
Financial Services 51 15.9% 5.8
Industrials 47 8.7% 20.3
Consumer Cyclical 31 7.4% 29.5
Healthcare 31 5.6% 29.3
Real Estate 21 4.2% 166.9
Communication Services 9 2.9% 137.9
Basic Materials 11 2.4% -4.3
Utilities 3 1.2% 0.7
Consumer Defensive 10 1.1% 6.2
Other 4 0.3%
Energy 1 0.1% 13.1

Smart Money Overlap

35 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
AVGO Broadcom Inc. 6.46% 4 Bullish 1 10 -0.9%
V Visa Inc. 2.26% 4 Bullish 7 12 -3.7%
MA Mastercard Incorporated 1.86% 4 Bullish 13 3 -2.8%
GEV GE Vernova Inc. 1.07% 4 Bullish 8 7 +5.7%
INTC Intel Corporation 0.94% 4 Bullish 2 2 +3.4%
T AT&T Inc. 0.88% 4 Bullish 29 5 +3.0%
SCHW The Charles Schwab Corporation 0.71% 4 Bullish 13 3 -0.5%
DE Deere & Company 0.65% 4 Bullish 10 3 +23.3%
WELL Welltower Inc. 0.63% 4 Bullish 6 1 -5.0%
SPGI S&P Global Inc. 0.59% 4 Bullish 3 1 +4.8%
NOW ServiceNow, Inc. 0.53% 4 Bullish 2 12 -4.6%
CME CME Group Inc. 0.50% 4 Bullish 11 1 -5.6%
BK The Bank of New York Mellon Corporation 0.35% 4 Bullish 11 2 -0.7%
REGN Regeneron Pharmaceuticals, Inc. 0.34% 4 Bullish 16 1 -4.2%
HLT Hilton Worldwide Holdings Inc. 0.31% 4 Bullish 7 2 -3.2%
TRV The Travelers Companies, Inc. 0.30% 4 Bullish 23 1 -4.7%
AON Aon plc 0.29% 4 Bullish 1 3 +1.1%
AME AMETEK, Inc. 0.22% 4 Bullish 17 1 +1.2%
FERG Ferguson plc 0.19% 4 Bullish 28 1 +4.2%
FITB Fifth Third Bancorp 0.18% 4 Bullish 2 1 +1.7%
Showing 50 of 294 holdings · Page 1 of 6
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 NVIDIA CORP NVDA 19.45% $227.4M 1,273,347 34.8 $4.3T Technology
2 BROADCOM INC AVGO 6.46% $75.5M 236,029 59.0 $1.5T Technology
3 VISA INC CLASS A V 2.26% $26.5M 88,339 28.0 $587.9B Financial Services
4 MICRON TECHNOLOGY INC MU 2.24% $26.2M 58,976 16.6 $430.9B Technology
5 MASTERCARD INC CLASS A MA 1.86% $21.8M 44,365 30.0 $448.7B Financial Services
6 ADVANCED MICRO DEVICES INC AMD 1.50% $17.5M 85,312 76.9 $359.1B Technology
7 HOME DEPOT INC HD 1.46% $17.1M 52,169 23.0 $331.2B Consumer Cyclical
8 LAM RESEARCH CORP LRCX 1.32% $15.4M 65,820 43.2 $291.5B Technology
9 APPLIED MATERIAL INC AMAT 1.27% $14.8M 41,550 34.5 $293.1B Technology
10 ORACLE CORP ORCL 1.20% $14.0M 90,335 25.2 $419.8B Technology
11 GE VERNOVA INC GEV 1.07% $12.5M 14,219 49.2 $250.6B Utilities
12 LINDE PLC LIN.DE 1.02% $12.0M 24,467 33.4 $195.9B Basic Materials
13 INTEL CORPORATION CORP INTC 0.94% $10.9M 236,822 -804.0 $235.7B Technology
14 VERIZON COMMUNICATIONS INC VZ 0.93% $10.9M 220,946 12.5 $212.4B Communication Services
15 KLA CORP KLAC 0.89% $10.4M 6,881 41.9 $202.8B Technology
16 AT&T INC T 0.88% $10.3M 371,496 9.5 $204.4B Communication Services
17 TEXAS INSTRUMENT INC TXN 0.77% $9.0M 47,616 35.4 $179.2B Technology
18 TJX INC TJX 0.77% $9.0M 58,189 32.4 $177.8B Consumer Cyclical
19 AMERICAN EXPRESS AXP 0.73% $8.5M 28,880 18.9 $206.8B Financial Services
20 CHARLES SCHWAB CORP SCHW 0.71% $8.3M 88,455 18.9 $168.8B Financial Services
21 ANALOG DEVICES INC ADI 0.68% $8.0M 25,656 56.7 $157.2B Technology
22 DEERE DE 0.65% $7.6M 13,466 32.6 $156.1B Industrials
23 ARISTA NETWORKS INC ANET 0.65% $7.6M 56,088 44.3 $170.0B Technology
24 BLACKROCK INC BLK 0.64% $7.5M 7,720 27.0 $152.6B Financial Services
25 WELLTOWER INC WELL 0.63% $7.4M 35,968 143.7 $137.3B Real Estate
26 EATON PLC 0Y3K.L 0.63% $7.3M 20,352 34.1 $145.8B Industrials
27 QUALCOMM INC QCOM 0.63% $7.3M 55,701 26.1 $139.2B Technology
28 BOOKING HOLDINGS INC BKNG 0.62% $7.3M 1,689 25.3 $136.6B Consumer Cyclical
29 PALO ALTO NETWORKS INC PANW 0.61% $7.2M 42,342 85.1 $104.4B Technology
30 S&P GLOBAL INC SPGI 0.59% $6.9M 16,240 27.9 $123.7B Financial Services
31 LOWES COMPANIES INC LOW 0.58% $6.8M 29,392 19.8 $132.5B Consumer Cyclical
32 INTUIT INC INTU 0.57% $6.6M 14,582 27.9 $118.8B Technology
33 ACCENTURE PLC CLASS A 0Y0Y.L 0.56% $6.6M 32,239 15.7 $121.9B Technology
34 PROLOGIS REIT INC PLD 0.55% $6.4M 48,661 36.4 $121.2B Real Estate
35 CHUBB LTD 0VQD.L 0.54% $6.3M 19,587 12.5 $128.8B Financial Services
36 DANAHER CORP DHR 0.54% $6.3M 33,302 36.8 $132.3B Healthcare
37 PROGRESSIVE CORP PGR 0.53% $6.2M 30,753 10.6 $118.8B Financial Services
38 SERVICENOW INC NOW 0.53% $6.2M 54,359 61.8 $107.8B Technology
39 STRYKER CORP SYK 0.52% $6.1M 18,039 39.1 $125.4B Healthcare
40 VERTEX PHARMACEUTICALS INC VRTX 0.52% $6.1M 13,290 29.2 $115.6B Healthcare
41 CAPITAL ONE FINANCIAL CORP COF 0.51% $6.0M 33,367 40.0 $115.2B Financial Services
42 PARKER-HANNIFIN CORP PH 0.51% $5.9M 6,608 32.3 $116.3B Industrials
43 CME GROUP INC CLASS A CME 0.50% $5.9M 18,888 26.6 $105.7B Financial Services
44 CORNING INC GLW 0.49% $5.7M 42,654 73.4 $125.6B Technology
45 WESTERN DIGITAL CORP WDC 0.49% $5.7M 17,901 25.1 $100.4B Technology
46 COMCAST CORP CLASS A CMCSA 0.47% $5.5M 190,363 5.3 $104.7B Communication Services
47 ADOBE INC ADBE 0.46% $5.4M 21,907 13.7 $97.4B Technology
48 APPLOVIN CORP CLASS A APP 0.45% $5.3M 12,091 39.9 $147.6B Technology
49 EQUINIX REIT INC EQIX 0.43% $5.0M 5,143 70.3 $94.9B Real Estate
50 SEAGATE TECHNOLOGY HOLDINGS PLC STX 0.43% $5.0M 11,438 41.7 $90.1B Technology
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms