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USCL - ETF AI Analysis
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iShares Climate Conscious & Transition MSCI USA ETF (USCL)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several major positions, such as Nvidia, Microsoft, and Alphabet, have shown strong year-to-date performance, driving the ETF's returns.
Low Expense Ratio
The ETF has a very low expense ratio compared to industry averages, allowing investors to keep more of their gains.
Sector Diversification
The fund is spread across multiple sectors, including technology, financials, and healthcare, reducing reliance on any single industry.
Negative Factors
High Concentration in U.S. Market
Nearly all of the ETF's geographic exposure is in the U.S., limiting diversification across global markets.
Overweight in Technology
Technology makes up nearly 30% of the portfolio, increasing vulnerability to sector-specific downturns.
Underperforming Holdings
Some holdings, like Amazon and Eli Lilly, have shown weaker year-to-date performance, which could drag on overall returns.
USCL vs. SPDR S&P 500 ETF (SPY)
AUM2.33B
RegionNorth America
Expense Ratio0.08%
Beta0.99
IssueriShares
Inception DateJun 06, 2023
Dividend Yield1.09%
Asset ClassEquity
Index TrackedMSCI USA Extended Climate Action Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,300
30 Day Avg. Volume561
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
93.85Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering275
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
USCL Summary
The iShares Climate Conscious & Transition MSCI USA ETF (USCL) is an investment fund focused on U.S. companies that are leading the way in sustainability and reducing carbon emissions. It tracks the MSCI USA Climate Conscious & Transition Index, which includes firms committed to renewable energy, eco-friendly practices, and adapting to climate change. Some of its top holdings include well-known companies like Nvidia and Microsoft. Investors might consider USCL for its focus on environmentally responsible businesses and potential long-term growth in the green economy. However, since it emphasizes sustainability, its performance may be influenced by changes in environmental regulations or market trends in green industries.
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
The USCL ETF is heavily tilted toward technology, with names like Microsoft and Nvidia leading the charge. While Nvidia’s focus on AI and data centers keeps its long-term prospects bright, recent mixed performance has held back its momentum. Microsoft, similarly, has seen steady gains but lacks the spark to drive the fund higher. Tesla and Alphabet are rising stars, with Tesla’s strong technical indicators and Alphabet’s AI investments boosting the fund’s outlook. Meanwhile, Meta Platforms is lagging, weighed down by valuation concerns and regulatory risks. Overall, the ETF’s tech-heavy positioning reflects a clear bet on innovation, but mixed stock performance tempers its potential.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 5.47% | $128.11M | $4.49T | 36.15% | 76 Outperform | |
| Microsoft | 5.38% | $125.93M | $3.55T | 14.12% | 79 Outperform | |
| Broadcom | 4.82% | $112.82M | $1.58T | 48.22% | 76 Outperform | |
| Amazon | 4.74% | $111.04M | $2.63T | 12.49% | 71 Outperform | |
| Meta Platforms | 3.60% | $84.30M | $1.65T | 4.90% | 76 Outperform | |
| Tesla | 3.19% | $74.83M | $1.45T | 10.40% | 73 Outperform | |
| Alphabet Class A | 2.91% | $68.19M | $3.97T | 69.46% | 85 Outperform | |
| Alphabet Class C | 2.45% | $57.38M | $3.97T | 68.77% | 82 Outperform | |
| JPMorgan Chase | 2.30% | $53.85M | $896.14B | 37.49% | 72 Outperform | |
| Eli Lilly & Co | 2.17% | $50.90M | $1.03T | 35.66% | 72 Outperform |
USCL Technical Analysis
Positive
―
Price Trends
79.22
Positive
78.22
Positive
74.10
Positive
Market Momentum
0.30
Negative
55.92
Neutral
83.02
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 79.74, equal to the 50-day MA of 79.22, and equal to the 200-day MA of 74.10, indicating a bullish trend. The MACD of 0.30 indicates Negative momentum. The RSI at 55.92 is Neutral, neither overbought nor oversold. The STOCH value of 83.02 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
Performance Comparison
USCL
iShares Climate Conscious & Transition MSCI USA ETF
80.20
11.13
16.11%
THRO
Ishares U.S. Thematic Rotation Active Etf
―
―
―
FDN
First Trust Dow Jones Internet Index Fund
―
―
―
USCA
Xtrackers MSCI USA Climate Action Equity ETF
―
―
―
PABU
iShares Paris-Aligned Climate MSCI USA ETF
―
―
―
LCTU
BlackRock U.S. Carbon Transition Readiness 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.
Disclaimer
This 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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