USXF - ETF AI Analysis

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iShares ESG Advanced MSCI USA ETF (USXF)

Rating:73Outperform

Price Target:―

USXF, the iShares ESG Advanced MSCI USA ETF, has a solid overall rating driven mainly by large positions in high-performing, AI-focused semiconductor names like Nvidia and Broadcom, which benefit from strong financial results and long-term growth prospects in data centers and infrastructure. Additional support comes from holdings such as Micron and Lam Research, which are also well positioned in AI and advanced chip technologies. The main risk is the fund’s heavy concentration in a handful of expensive, tech-related stocks, where high valuations and some bearish or mixed technical signals could increase volatility.

Positive Factors

Low Expense Ratio

The fund charges relatively low fees, which helps investors keep more of their returns over time.

Strong Recent Performance

The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.

Leading Semiconductor and Industrial Holdings

Several key holdings in chipmakers and industrial companies have delivered strong gains, supporting the fund’s overall performance.

Negative Factors

Heavy Concentration in Technology

Nearly half of the portfolio is in the technology sector, which can make the fund more sensitive to swings in tech stocks.

High Weight in a Few Stocks

A small number of companies, especially one large chipmaker, make up a big share of the fund, increasing the impact if those stocks struggle.

Limited Geographic Diversification

The ETF is almost entirely invested in U.S. companies, offering little exposure to markets outside the United States.

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

AUM1.24B

RegionNorth America

Expense Ratio0.10%

Beta1.18

IssueriShares

Inception DateJun 16, 2020

Dividend Yield0.91%

Asset ClassEquity

Index TrackedMSCI USA Choice ESG Screened Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume58,224

30 Day Avg. Volume71,468

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

72.34

Price Target Upside― Downside

Rating ConsensusStrong Buy

Number of Analyst Covering301

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

USXF Summary

The iShares ESG Advanced MSCI USA ETF (USXF) tracks the MSCI USA Choice ESG Screened Index, which focuses on U.S. companies that meet higher environmental, social, and governance (ESG) standards. It holds a wide mix of U.S. stocks, with a big tilt toward technology, including well-known names like Nvidia and Visa. Someone might invest in this ETF to get broad exposure to the U.S. stock market while supporting companies with stronger ESG practices and seeking long-term growth. A key risk is that it is heavily weighted in tech stocks, so its price can swing more when tech shares rise or fall.

How much will it cost me?The iShares ESG Advanced MSCI USA ETF (USXF) has an expense ratio of 0.10%, meaning you’ll pay $1 per year for every $1,000 invested. This is lower than average because it’s passively managed, tracking an index rather than relying on active stock picking.

What would affect this ETF?The USXF ETF, with its strong focus on technology and ESG principles, could benefit from continued innovation in tech and growing demand for sustainable investments. However, it may face challenges if regulatory changes impact ESG criteria or if economic conditions lead to reduced consumer spending, affecting sectors like consumer cyclical and financials. Its heavy reliance on U.S.-based companies also makes it sensitive to domestic economic and policy shifts.

USXF Top 10 Holdings

USXF is heavily powered by U.S. tech, with Nvidia sitting in the driver’s seat and a pack of chip names like Micron, Lam Research, Applied Materials, and AMD helping push returns higher as demand for AI-related hardware stays hot. Broadcom, however, has been losing a bit of altitude lately, and Visa and Oracle have been clear laggards, acting as a brake on the fund. With nearly all exposure in the U.S. and a big tilt toward semiconductors, this ESG fund is essentially a focused bet on America’s AI hardware boom.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
NVDA	Nvidia	19.58%	$242.75M	$4.57T	39.78%	76 Outperform
AVGO	Broadcom	6.43%	$79.66M	$1.58T	52.74%	76 Outperform
V	Visa	2.32%	$28.80M	$610.49B	-8.49%	70 Outperform
MU	Micron	2.01%	$24.91M	$473.78B	304.49%	79 Outperform
HD	Home Depot	1.62%	$20.03M	$381.80B	-4.07%	66 Neutral
GE	GE Aerospace	1.52%	$18.86M	$345.67B	60.36%	72 Outperform
AMD	Advanced Micro Devices	1.42%	$17.55M	$326.28B	83.48%	73 Outperform
LRCX	Lam Research	1.28%	$15.92M	$299.82B	166.67%	77 Outperform
AMAT	Applied Materials	1.26%	$15.68M	$293.12B	115.04%	77 Outperform
ORCL	Oracle	1.15%	$14.24M	$448.85B	-11.06%	66 Neutral

USXF Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

58.34

Positive

100DMA

57.79

Positive

200DMA

55.70

Positive

Market Momentum

MACD

0.07

Negative

RSI

51.98

Neutral

STOCH

65.47

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For USXF, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 58.63, equal to the 50-day MA of 58.34, and equal to the 200-day MA of 55.70, indicating a bullish trend. The MACD of 0.07 indicates Negative momentum. The RSI at 51.98 is Neutral, neither overbought nor oversold. The STOCH value of 65.47 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for USXF.

USXF Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
USXF	―	―	$1.24B	0.10%	―
ONEQ	―	―	$9.04B	0.21%	―
CGUS	―	―	$8.98B	0.33%	―
AKRE	―	―	$7.53B	0.98%	―
BBUS	―	―	$7.20B	0.02%	―
DSI	―	―	$5.07B	0.25%	―

Performance Comparison

USXF

iShares ESG Advanced MSCI USA ETF

58.76

9.06

18.23%

ONEQ

Fidelity Nasdaq Composite Index ETF

―

CGUS

Capital Group Core Equity ETF

―

AKRE

Akre Focus ETF

―

BBUS

JP Morgan Betabuilders U.S. Equity ETF

―

DSI

iShares MSCI KLD 400 Social 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.

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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