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Morningstar

iShares® ESG Advanced MSCI USA ETF USXF

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis USXF

Will USXF outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable USXF’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the USXF management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of USXF’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin iShares ® ESG Advanced MSCI USA ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings USXF

More USXF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

11.83 111.2 Mil
Technology

Broadcom Inc

3.19 30.0 Mil
Technology

Visa Inc Class A

2.44 22.9 Mil
Financial Services

Mastercard Inc Class A

2.14 20.1 Mil
Financial Services

The Home Depot Inc

1.91 17.9 Mil
Consumer Cyclical

Advanced Micro Devices Inc

1.34 12.6 Mil
Technology

Linde PLC

1.24 11.6 Mil
Basic Materials

Adobe Inc

1.22 11.5 Mil
Technology

Qualcomm Inc

1.06 9.9 Mil
Technology

Danaher Corp

1.00 9.4 Mil
Healthcare