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USXFiShares ESG Advanced MSCI USA ETF

Grow my money6y track recordRanked #355 of 3,062 in this goal

Tracks the investment results of the MSCI USA Choice ESG Screened Index.

By iShares · Launched 2020

Annual Cost

0.10%

#406 of 6,062 · low cost

Fund Size

$1.5B

#945 of 6,062 · large

Return (1Y)

+19.7%

Track Record

6 years

#2,104 of 6,062 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,899+19.0%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Index tracking

Focus

ESG

Index tracked

MSCI USA Choice ESG Screened Index

Holdings

By weight

Concentration

Top 10 holdings = 37.5% of funddiversified

NVIDIA CORPORATION
18.7%
BROADCOM INC.
6.2%
VISA INC.
2.4%
MICRON TECHNOLOGY, INC.
2.0%
THE HOME DEPOT, INC.
1.6%
GENERAL ELECTRIC COMPANY
1.6%
ADVANCED MICRO DEVICES, INC.
1.4%
APPLIED MATERIALS, INC.
1.3%
LAM RESEARCH CORPORATION
1.3%
ORACLE CORPORATION
1.1%

Asset allocation

Stocks
99.9%
Cash
0.1%

By sector

Technology
53.4%
Financial Services
17.0%
Industrials
6.9%
Healthcare
6.9%
Consumer Cyclical
6.4%
Real Estate
3.9%
Communication
2.3%
Basic Materials
2.1%
Other
1.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
19.2%Moderate

Year-on-year price swings

Max drawdown
-29.5%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
1.01Strong risk-adjusted returns
Sortino (3Y)
1.48Good downside protection

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Tracks the investment results of the MSCI USA Choice ESG Screened Index.
Strategy
Seeks to track large- and mid-capitalization U.S. companies with favorable ESG ratings using a representative sampling indexing strategy. Concentrates investments in the financials and technology sectors, aiming for investment results before fees and expenses.
Inception date
June 16, 2020
Fund family
iShares

Next steps

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Data updated on 2026-09-19