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USCL - ETF AI Analysis

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USCL

iShares Climate Conscious & Transition MSCI USA ETF (USCL)

Rating:74Outperform
Price Target:
USCL, the iShares Climate Conscious & Transition MSCI USA ETF, has a solid overall rating, reflecting a portfolio led by high-quality tech and AI-focused companies with strong financial performance and positive outlooks. Major holdings like Alphabet (both GOOGL and GOOG) and Microsoft support the fund’s strength through robust growth in cloud and AI, while other leaders such as Nvidia and Broadcom add to its appeal despite some valuation and technical risks. The main risk factor is the fund’s heavy tilt toward large U.S. technology and AI-related names, which can increase sensitivity to shifts in tech valuations and market sentiment.
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month and has inched higher so far this year, indicating positive recent momentum.
Climate-Focused U.S. Blue Chips
The fund targets major U.S. companies with a climate-conscious approach, giving investors exposure to well-known leaders aligned with transition themes.
Low Expense Ratio
The ETF charges a relatively low fee, which helps investors keep more of their returns over time.
Negative Factors
Heavy U.S. Concentration
Almost all of the fund’s assets are invested in U.S. stocks, offering very little geographic diversification.
Tech and Growth Tilt
A large share of the portfolio is in technology and other growth-oriented sectors, which can be more volatile during market downturns.
Mixed Performance Among Top Holdings
While several top positions have performed strongly, some large holdings have been weak this year, which can drag on overall returns.

USCL vs. SPDR S&P 500 ETF (SPY)

USCL Summary

USCL is the iShares Climate Conscious & Transition MSCI USA ETF, which follows the MSCI USA Climate Conscious & Transition Index. It invests mainly in large U.S. companies that are working to cut carbon emissions and support the shift to a low‑carbon economy. Big names in the fund include Nvidia and Amazon, along with other major tech and financial firms. Someone might invest in USCL to seek long-term growth while supporting environmentally focused businesses and getting broad exposure to the U.S. stock market. A key risk is that it is heavily tilted toward technology and U.S. stocks, so its price can rise and fall sharply with that part of the market.
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 leaning hard into U.S. Big Tech and AI, with Nvidia, Broadcom, and AMD acting as the fund’s main engines as their chip and AI stories keep gaining traction. Alphabet is another bright spot, with both share classes rising and giving the ETF a solid communication-services backbone. Amazon has been steadily adding lift, while Microsoft looks more like it’s catching its breath after earlier gains. On the flip side, Meta and JPMorgan are lagging a bit, modestly braking an otherwise tech-driven, climate-conscious ride.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia6.39%$161.45M$5.18T56.25%
76
Outperform
Broadcom5.75%$145.27M$2.02T84.56%
76
Outperform
Amazon4.99%$126.20M$2.95T32.01%
71
Outperform
Microsoft4.47%$113.04M$3.17T-2.20%
79
Outperform
Alphabet Class A3.36%$84.86M$4.70T121.46%
85
Outperform
Meta Platforms3.26%$82.46M$1.61T-2.31%
76
Outperform
Tesla3.04%$76.92M$1.66T25.78%
73
Outperform
Alphabet Class C2.78%$70.31M$4.70T117.78%
82
Outperform
Advanced Micro Devices2.22%$56.14M$844.80B366.09%
73
Outperform
JPMorgan Chase2.06%$52.10M$795.09B13.38%
72
Outperform

USCL Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
79.56
Positive
100DMA
78.86
Positive
200DMA
78.35
Positive
Market Momentum
MACD
1.23
Negative
RSI
73.85
Negative
STOCH
97.08
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For USCL, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 83.06, equal to the 50-day MA of 79.56, and equal to the 200-day MA of 78.35, indicating a bullish trend. The MACD of 1.23 indicates Negative momentum. The RSI at 73.85 is Negative, neither overbought nor oversold. The STOCH value of 97.08 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for USCL.

USCL Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$2.98B0.08%
74
Outperform
$8.88B0.57%
75
Outperform
$3.23B0.07%
74
Outperform
$2.62B0.10%
75
Outperform
$1.51B0.15%
74
Outperform
$1.42B0.75%
67
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
USCL
iShares Climate Conscious & Transition MSCI USA ETF
85.15
15.33
21.96%
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
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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