(CBUC) MSCI USA ESG Enhanced EUR - Overview
Etf: Stocks, Esg, Large-Cap, Us Market, Hedged
| Risk 5d forecast | |
|---|---|
| Volatility | 14.4% |
| Relative Tail Risk | -0.67% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.41 |
| Alpha | 3.81 |
| Character TTM | |
|---|---|
| Beta | 0.208 |
| Beta Downside | 0.272 |
| Drawdowns 3y | |
|---|---|
| Max DD | 19.45% |
| CAGR/Max DD | 0.90 |
Description: CBUC MSCI USA ESG Enhanced EUR December 31, 2025
The iShares MSCI USA ESG Enhanced UCITS ETF (ticker CBUC) is a German-domiciled exchange-traded fund that tracks a U.S. equity universe screened for enhanced environmental, social, and governance (ESG) characteristics. It is classified under the “Other Equity” ETF category and is structured as an accumulating share class, with currency exposure hedged back to euros.
As of the latest reporting period (Q3 2024), the fund manages roughly €5 billion in assets under management, carries an expense ratio of 0.20 % (net), and holds about 500 constituents. Its top sector allocations are technology (≈ 25 % of assets), health care (≈ 15 %), and consumer discretionary (≈ 12 %). The MSCI ESG rating for the underlying index is “AA”, indicating a strong ESG tilt relative to the broader MSCI USA index. Recent performance shows a 12-month total return of +9.3 % versus +11.0 % for the MSCI USA Index, reflecting a modest drag from ESG screening but lower volatility (annualized σ ≈ 14 % vs. 16 %).
Key drivers for this ETF include U.S. corporate earnings growth, especially in the tech and health-care sectors, and the ongoing demand for ESG-focused capital, which can affect valuation multiples and fund inflows. Additionally, the euro-hedged structure mitigates currency risk for European investors when the euro strengthens against the dollar.
For a deeper, data-rich analysis of CBUC’s risk-adjusted performance and ESG exposure, you might explore the analytics available on ValueRay.
What is the price of CBUC shares?
Over the past week, the price has changed by -1.29%, over one month by -1.34%, over three months by +0.46% and over the past year by +9.94%.
Is CBUC a buy, sell or hold?
What are the forecasts/targets for the CBUC price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 7.8 | 11.3% |
CBUC Fundamental Data Overview February 03, 2026
Revenue TTM = 0.0 EUR
EBIT TTM = 0.0 EUR
EBITDA TTM = 0.0 EUR
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 1.72b EUR (1.72b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
EV/FCF = unknown (FCF TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 1.72b)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 1.72b / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 25.0% (EU avg default 25%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 25.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 6.68% (E(1.72b)/V(1.72b) * Re(6.68%) + (debt-free company))
Discount Rate = 6.68% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.95%
Fair Price DCF = unknown (Cash Flow 0.0)