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USXF - ETF AI Analysis
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iShares ESG Advanced MSCI USA ETF (USXF)
Rating:73Outperform
Price Target:―
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)
AUM1.20B
RegionNorth America
Expense Ratio0.10%
Beta1.18
IssueriShares
Inception DateJun 16, 2020
Dividend Yield0.95%
Asset ClassEquity
Index TrackedMSCI USA Choice ESG Screened Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume79,869
30 Day Avg. Volume78,550
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
73.25Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering291
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 riding a powerful U.S. tech wave, with Nvidia in the driver’s seat and a pack of chip names close behind. Micron, Lam Research, and Applied Materials have been rising sharply, giving the fund a strong tailwind from the semiconductor boom. Broadcom is more mixed, while AMD has been losing steam and occasionally drags on returns. Outside tech, GE Aerospace and Home Depot are steady bright spots, but Visa and Oracle have been lagging. Overall, this is a U.S.-only, tech-heavy story with semis setting the tone.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 19.69% | $234.86M | $4.38T | 48.15% | 76 Outperform | |
| Broadcom | 6.52% | $77.81M | $1.53T | 64.75% | 76 Outperform | |
| Visa | 2.33% | $27.76M | $585.41B | -7.43% | 70 Outperform | |
| Micron | 2.16% | $25.72M | $479.61B | 322.79% | 79 Outperform | |
| Mastercard | 1.90% | $22.61M | $444.11B | -5.62% | 75 Outperform | |
| Home Depot | 1.52% | $18.10M | $337.51B | -3.50% | 66 Neutral | |
| Advanced Micro Devices | 1.42% | $16.88M | $315.31B | 91.53% | 73 Outperform | |
| Applied Materials | 1.22% | $14.52M | $271.04B | 119.41% | 77 Outperform | |
| Oracle | 1.20% | $14.34M | $446.10B | 3.91% | 66 Neutral | |
| Lam Research | 1.20% | $14.29M | $264.99B | 169.66% | 77 Outperform |
USXF Technical Analysis
Negative
―
Price Trends
58.41
Negative
57.91
Negative
56.37
Negative
Market Momentum
-0.46
Positive
37.00
Neutral
28.17
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For USXF, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 58.07, equal to the 50-day MA of 58.41, and equal to the 200-day MA of 56.37, indicating a bearish trend. The MACD of -0.46 indicates Positive momentum. The RSI at 37.00 is Neutral, neither overbought nor oversold. The STOCH value of 28.17 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for USXF.
USXF Peer Comparison
Comparison Results
Performance Comparison
USXF
iShares ESG Advanced MSCI USA ETF
56.18
8.74
18.42%
CGUS
Capital Group Core Equity ETF
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ONEQ
Fidelity Nasdaq Composite Index ETF
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BBUS
JP Morgan Betabuilders U.S. Equity ETF
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―
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AKRE
Akre Focus ETF
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―
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DSI
iShares MSCI KLD 400 Social ETF
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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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