USCL
iShares Climate Conscious & Transition MSCI USA ETF
📎 Investment Objective
The iShares Climate Conscious & Transition MSCI USA ETF (USCL) seeks to track the investment results of an index composed of U.S. large- and mid-capitalization companies that have been selected and weighted based on their alignment with the transition to a lower carbon economy.
Overview
ETF tracking iShares Climate Conscious & Transition MSCI USA ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The iShares Climate Conscious & Transition MSCI USA ETF (USCL) seeks to track the investment results of an index composed of U.S. large- and mid-capitalization companies that have been selected and weighted based on their alignment with the transition to a lower carbon economy.
🎯 Investment Strategy
The ETF seeks to track the MSCI USA Climate Transition Index, which is designed to represent the performance of companies that have demonstrated significant commitment to climate change mitigation and adaptation, and are well-positioned to benefit from the transition to a lower-carbon economy. The index selects and weights companies based on their climate-related risk exposure, greenhouse gas emissions, and climate change opportunities.
✨ Key Features
- Focuses on U.S. large- and mid-cap companies aligned with the transition to a lower-carbon economy
- Utilizes an index that considers climate-related risks, emissions, and opportunities in its selection and weighting process
- Aims to provide exposure to companies positioned to benefit from the shift towards sustainability and clean energy
- Expense ratio of 0.00%, making it a low-cost option for investors
⚠️ Primary Risks
- Concentration risk, as the fund is focused on a specific sector or theme
- Potential for increased volatility compared to a broad market index
- Reliance on the index provider's methodology and data sources for security selection and weighting
- Liquidity risk, as the fund is relatively new and has limited assets under management
👤 Best For
The iShares Climate Conscious & Transition MSCI USA ETF may be suitable for investors seeking exposure to companies aligned with the transition to a lower-carbon economy, and who have a long-term investment horizon and a higher risk tolerance. This fund may be of particular interest to investors with a focus on sustainable and socially responsible investing.
Top Holdings
| Rank | Ticker | Name | Weight | Sector |
|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | 7.60% | Information Technology |
| 2 | MSFT | MICROSOFT CORP | 6.00% | Information Technology |
| 3 | AMZN | AMAZON COM INC | 4.89% | Consumer Discretionary |
| 4 | GOOGL | ALPHABET INC CLASS A | 3.84% | Communication |
| 5 | META | META PLATFORMS INC CLASS A | 3.43% | Communication |
| 6 | GOOG | ALPHABET INC CLASS C | 3.25% | Communication |
| 7 | TSLA | TESLA INC | 3.02% | Consumer Discretionary |
| 8 | JPM | JPMORGAN CHASE & CO | 2.23% | Financials |
| 9 | LLY | ELI LILLY | 2.14% | Health Care |
| 10 | V | VISA INC CLASS A | 1.49% | Financials |
| 11 | AMD | ADVANCED MICRO DEVICES INC | 1.36% | Information Technology |
| 12 | XOM | EXXON MOBIL CORP | 1.33% | Energy |
| 13 | PLTR | PALANTIR TECHNOLOGIES INC CLASS A | 1.32% | Information Technology |
| 14 | NFLX | NETFLIX INC | 1.27% | Communication |
| 15 | ORCL | ORACLE CORP | 1.24% | Information Technology |