The AI (ChatGPT) ESG Stock Investing Guide: iShares ESG Advanced MSCI USA ETF (USXF)

Here is the response from ChatGPT for the prompt iShares ESG Advanced MSCI USA ETF (USXF) 500 words entered on April 30, 2023

iShares ESG Advanced MSCI USA ETF (USXF) is an exchange-traded fund that seeks to provide investors with exposure to U.S. companies that have strong environmental, social, and governance (ESG) practices, while also integrating advanced ESG analytics in the selection process. The fund is managed by BlackRock's iShares, one of the largest providers of ETFs in the world.

USXF tracks the MSCI USA Extended ESG Focus Index, which uses an advanced ESG analytics approach to select companies based on their ESG performance, industry-relative ESG performance, and ESG trend momentum. The index evaluates companies based on various ESG factors such as carbon emissions, water usage, board diversity, labor standards, and supply chain management, among others. The companies that meet the index's ESG criteria are included and weighted based on their ESG scores.

As of April 2023, USXF has approximately $875 million in assets under management and a net expense ratio of 0.10%, which is lower than the industry average. This makes USXF an attractive option for investors looking for exposure to socially responsible U.S. companies without paying high fees.

USXF's top holdings include companies like Microsoft, Apple, and Amazon, which are well-known for their commitment to sustainability and ESG practices. The fund is also diversified across various sectors, with the technology, healthcare, and consumer discretionary sectors making up the largest holdings.

One of the key features of USXF is its advanced ESG analytics approach, which allows the fund to identify companies with strong ESG practices that may not be captured by traditional ESG metrics. This approach may result in a more comprehensive and effective selection process, potentially leading to better long-term performance compared to other ESG ETFs.

Another advantage of USXF is that it excludes companies involved in controversial industries such as tobacco, controversial weapons, and fossil fuels, which may appeal to socially conscious investors.

However, one potential downside of USXF is that its focus on advanced ESG analytics may result in a more concentrated portfolio with exposure to fewer companies than other ESG ETFs. This may lead to higher volatility and greater potential for losses in the short term.

In terms of performance, USXF has performed well since its inception in 2020, with returns that are generally in line with the broader U.S. equity market. However, as with any investment, past performance is not a guarantee of future results.

Overall, iShares ESG Advanced MSCI USA ETF (USXF) is a good option for investors who want exposure to socially responsible U.S. companies and value a more comprehensive approach to ESG investing. The fund's advanced ESG analytics and low cost make it an attractive option for investors who want to align their investments with their values. As with any investment, investors should carefully consider their investment goals, risk tolerance, and other factors before investing in USXF or any other ETF.


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Table and Chart of USXF Performance (From buyupside.com. Not from chatGPT.)

See what a $1,000 investment in iShares ESG Advanced MSCI USA ETF (USXF) is worth today.

Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.

USXF Returns
Start DateJul-31-2020
Start Price$25.75
End DateMar-28-2024
End Price$45.15
# Prices45
Min DateJul-31-2020
Min Price$25.75
Max DateMar-28-2024
Max Price$45.15
Total Return75.32%
Annualized Return16.15%
Current Value of $1,000 Purchase$1,753
Number Returns990
Average Return10.35%
Number Profitable Returns698
Percent Profitable Returns70.51%
Number Unprofitable Returns292
Percent Unprofitable Returns29.49%
Profitable to Unprofitable Returns Ratio2.39
Dividend Chart





Previous Article
Table of Contents
Next Article

ESG Basics ESG Stocks ESG ETFs Clean Energy ETFs ESG Bond ETFs ESG Mutual Funds ESG Apps

Stock Investing Handbook S&P 500 Investing Guide Dividend Handbook Bond Investing Handbook Crypto as a Scam (CryaaS) Crypto Horror Stories Stock Investing Stories #1-#54

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