USCL - ETF AI Analysis
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iShares Climate Conscious & Transition MSCI USA ETF (USCL)
Rating:74Outperform
Price Target:―
Positive Factors
Low Expense Ratio
The fund charges a relatively low fee, which helps investors keep more of their returns over time.
Broad Sector Diversification
Holdings are spread across many sectors, including technology, financials, consumer, health care, and others, which helps reduce the impact if one area of the market struggles.
Large, Established U.S. Companies
The ETF is built around well-known, major U.S. companies like Microsoft, Amazon, and Alphabet, which tend to be more stable and widely followed by analysts.
Negative Factors
Recent Weak Performance
The fund has shown weak returns over the past month, three months, and year to date, which may concern investors looking for near-term strength.
Heavy Concentration in a Few Tech Names
A significant portion of the portfolio is tied up in a small group of large technology-related stocks, so setbacks in these companies could weigh heavily on the ETF.
Very High U.S. Market Exposure
With almost all assets invested in U.S. stocks and very little abroad, the fund offers limited diversification across different countries and economies.
USCL vs. SPDR S&P 500 ETF (SPY)
AUM2.09B
RegionNorth America
Expense Ratio0.08%
Beta0.98
IssueriShares
Inception DateJun 06, 2023
Dividend Yield1.26%
Asset ClassEquity
Index TrackedMSCI USA Extended Climate Action Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume146
30 Day Avg. Volume324
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
93.56Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering270
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
USCL Summary
The iShares Climate Conscious & Transition MSCI USA ETF (USCL) follows the MSCI USA Climate Conscious & Transition Index, focusing on U.S. companies that are working to cut carbon emissions and adapt to a low‑carbon future. It holds many well-known names like Microsoft and Nvidia, along with firms in areas such as finance, healthcare, and consumer goods, giving investors broad exposure to the U.S. stock market while supporting climate-focused businesses. Someone might invest for long-term growth and to align their money with environmental values. A key risk is that it is still a stock fund, so its value can go up and down with the market and is quite exposed to big tech companies.
How much will it cost me?The expense ratio for the iShares Climate Conscious & Transition MSCI USA ETF (USCL) is 0.08%, which means you’ll pay $0.80 per year for every $1,000 invested. This is lower than average because the fund is passively managed, tracking an index rather than relying on active stock picking.
What would affect this ETF?The USCL ETF could benefit from increasing demand for sustainable investments and government policies supporting renewable energy and low-carbon initiatives, particularly in the U.S. market. However, it may face challenges if regulatory changes or economic conditions negatively impact the technology and communication services sectors, which make up a significant portion of its holdings. Additionally, fluctuations in the performance of top companies like Nvidia, Microsoft, and Tesla could influence the ETF's overall returns.
USCL Top 10 Holdings
USCL is heavily tilted toward U.S. Big Tech and AI, with Nvidia, Broadcom, Microsoft, Amazon, and Meta sitting in the driver’s seat—but lately they’ve been riding the brakes rather than the gas, with most of these names showing weak to mixed momentum. Alphabet is one of the steadier hands, helping cushion the bumps, while Tesla has been dragging the fund as sentiment around EVs cools. Overall, this is a U.S.-only, tech-and-communication-heavy climate play whose fortunes still rise and fall with a small group of mega-cap growth leaders.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 5.55% | $113.42M | $4.01T | 52.40% | 76 Outperform | |
| Broadcom | 4.72% | $96.45M | $1.39T | 75.24% | 76 Outperform | |
| Microsoft | 4.48% | $91.57M | $2.67T | -4.38% | 79 Outperform | |
| Amazon | 4.28% | $87.62M | $2.16T | 5.62% | 71 Outperform | |
| Meta Platforms | 3.25% | $66.56M | $1.36T | -6.94% | 76 Outperform | |
| Tesla | 2.91% | $59.45M | $1.33T | 37.09% | 73 Outperform | |
| Alphabet Class A | 2.72% | $55.65M | $3.31T | 76.86% | 85 Outperform | |
| Alphabet Class C | 2.27% | $46.43M | $3.31T | 75.42% | 82 Outperform | |
| JPMorgan Chase | 2.19% | $44.75M | $765.34B | 15.68% | 72 Outperform | |
| Exxon Mobil | 2.05% | $41.91M | $714.47B | 44.18% | 74 Outperform |
USCL Technical Analysis
Negative
―
Price Trends
77.17
Negative
78.08
Negative
76.83
Negative
Market Momentum
-1.27
Positive
28.53
Positive
0.61
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For USCL, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 75.46, equal to the 50-day MA of 77.17, and equal to the 200-day MA of 76.83, indicating a bearish trend. The MACD of -1.27 indicates Positive momentum. The RSI at 28.53 is Positive, neither overbought nor oversold. The STOCH value of 0.61 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for USCL.
USCL Peer Comparison
Comparison Results
Performance Comparison
USCL
iShares Climate Conscious & Transition MSCI USA ETF
72.15
5.75
8.66%
THRO
Ishares U.S. Thematic Rotation Active Etf
―
―
―
USCA
Xtrackers MSCI USA Climate Action Equity ETF
―
―
―
PABU
iShares Paris-Aligned Climate MSCI USA ETF
―
―
―
LCTU
BlackRock U.S. Carbon Transition Readiness ETF
―
―
―
PWRD
Tcw Transform Systems Etf
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―
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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