USXF ETF Analysis: ESG Advanced USA | NASDAQ

Large Growth | NASDAQ, USA | Market Cap: 1.436m USD | 12M Return: 20.4% | Charts, Fundamentals & Technical Analysis

Large-Cap Stocks, Mid-Cap Stocks, ESG Equities
Total Rating 61
Safety 46
Buy Signal -0.13
Large Growth
Category Rotation: -11.4
TER: 0.10%
AUM: 1.44B
Avg Turnover: 3.01M
Risk 3d forecast
Volatility18.9%
VaR 5th Pctl3.53%
VaR vs Median3.89%
Reward TTM
Sharpe Ratio0.87
Rel. Str. IBD58.3
Rel. Str. Peer Group85.6
Character TTM
Beta1.271
Beta Downside1.245
Hurst Exponent0.431
Drawdowns 3y
Max DD20.93%
CAGR/Max DD1.10
CAGR/Mean DD8.32

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 6 years of data

Jan +0.2% 2
Feb -0.9% 13
Mar +1.1% 9
Apr -1.2% 9
May +3.6% 27
Jun +0.5% 5
Jul +1.2% 17
Aug -0.3% 11
Sep -6.1% 47
Oct -0.5% 3
Nov +4.1% 15
Dec -0.5% 9

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: USXF ESG Advanced USA

The iShares ESG Advanced MSCI USA ETF (USXF) tracks a free float-adjusted, market capitalization-weighted index of large- and mid-cap U.S. companies that meet MSCIs higher ESG rating thresholds, with additional screens that exclude fossil fuel exposure and other controversial business activities. The fund uses a passive indexing approach, investing at least 90% of its assets in the indexs component securities, and is structured as a non-diversified fund, which can result in more concentrated holdings than diversified peers. USXF launched on NASDAQ in June 2020 and is part of the broader sustainable investing segment, which applies ESG criteria to traditional market-cap weighting methodologies rather than tilting away from sector benchmarks.

Headlines to Watch Out For
  • ESG fund inflows accelerate as sustainable investing demand grows
  • SEC climate disclosure rules boost ESG fund appeal
  • Competition intensifies from rival low-fee ESG ETFs
What is the price of USXF shares?

As of July 26, 2026, the stock is trading at USD 66.45 with a total of 53,574 shares traded. Over the past week, the price has changed by +0.56%, over one month by -1.64%, over three months by +5.08% and over the past year by +20.40%.

Current recommended Stop Loss: 63.80 (which is 4% or 2.1 ATR below the current price).

Is USXF a buy, sell or hold?

ESG Advanced USA has no consensus analysts rating.