USCL - ETF AI Analysis
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iShares Climate Conscious & Transition MSCI USA ETF (USCL)
Rating:74Outperform
Price Target:―
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)
AUM2.49B
RegionNorth America
Expense Ratio0.08%
Beta0.98
IssueriShares
Inception DateJun 06, 2023
Dividend Yield1.11%
Asset ClassEquity
Index TrackedMSCI USA Extended Climate Action Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume26,659
30 Day Avg. Volume4,555
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
96.20Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering270
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
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 heavily on U.S. mega-cap tech and communication names, with Nvidia and Broadcom doing much of the heavy lifting as their AI stories keep the chips rally humming. Amazon, Alphabet, and Meta are also rising, giving the fund a strong growth and digital-economy backbone. Microsoft looks a bit mixed lately, and Tesla is clearly losing steam, acting more like a brake than an engine. With all holdings U.S.-based and tilted toward tech-driven, low-carbon leaders, the fund’s fortunes are closely tied to Big Tech’s climate-conscious winners.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 6.39% | $156.99M | $5.06T | 99.22% | 76 Outperform | |
| Broadcom | 5.84% | $143.61M | $2.00T | 117.28% | 76 Outperform | |
| Amazon | 5.00% | $122.88M | $2.84T | 39.12% | 71 Outperform | |
| Microsoft | 4.75% | $116.72M | $3.15T | 8.60% | 79 Outperform | |
| Meta Platforms | 3.74% | $92.00M | $1.71T | 23.44% | 76 Outperform | |
| Alphabet Class A | 3.10% | $76.08M | $4.15T | 118.13% | 85 Outperform | |
| Tesla | 2.71% | $66.61M | $1.41T | 32.46% | 73 Outperform | |
| Alphabet Class C | 2.58% | $63.29M | $4.15T | 114.58% | 82 Outperform | |
| JPMorgan Chase | 2.15% | $52.80M | $831.44B | 28.13% | 72 Outperform | |
| Eli Lilly & Co | 1.77% | $43.40M | $835.18B | -1.03% | 72 Outperform |
USCL Technical Analysis
Positive
―
Price Trends
77.21
Positive
78.15
Positive
77.54
Positive
Market Momentum
1.39
Negative
70.18
Negative
73.97
Neutral
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 79.25, equal to the 50-day MA of 77.21, and equal to the 200-day MA of 77.54, indicating a bullish trend. The MACD of 1.39 indicates Negative momentum. The RSI at 70.18 is Negative, neither overbought nor oversold. The STOCH value of 73.97 is Neutral, 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
81.69
15.00
22.49%
THRO
Ishares U.S. Thematic Rotation Active Etf
―
―
―
USCA
Xtrackers MSCI USA Climate Action Equity ETF
―
―
―
PABU
iShares Paris-Aligned Climate MSCI USA ETF
―
―
―
PWRD
Tcw Transform Systems 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.
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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