USCL - ETF AI Analysis
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iShares Climate Conscious & Transition MSCI USA ETF (USCL)
Rating:75Outperform
Price Target:―
Positive Factors
Strong Leading Holdings
Several of the largest positions, including major technology and healthcare names, have shown strong year-to-date performance, helping support the ETF’s overall returns.
Low Expense Ratio
The fund’s relatively low fee means less of your money goes to costs and more of any gains stay in your pocket.
Broad Sector Coverage
Exposure across many sectors, from technology and communication services to financials and healthcare, helps reduce the impact of weakness in any single industry.
Negative Factors
Heavy Technology Concentration
A large portion of the portfolio is in technology stocks, which increases the fund’s sensitivity to swings in that sector.
Underperforming Mega-Cap Holdings
Some major positions, including well-known technology and consumer names, have shown weak year-to-date performance, which can drag on the ETF’s results.
Limited International Diversification
The ETF is almost entirely invested in U.S. companies, offering very little geographic diversification outside the United States.
USCL vs. SPDR S&P 500 ETF (SPY)
AUM2.89B
RegionNorth America
Expense Ratio0.08%
Beta0.98
IssueriShares
Inception DateJun 06, 2023
Dividend Yield1.06%
Asset ClassEquity
Index TrackedMSCI USA Extended Climate Action Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume10,071
30 Day Avg. Volume8,586
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
104.84Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering391
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
USCL Summary
USCL is the iShares Climate Conscious & Transition MSCI USA ETF, built to follow the MSCI USA Extended Climate Action Index and focus on companies helping move toward a low‑carbon economy. It mainly holds large U.S. stocks, especially in technology, including well-known names like Apple and Nvidia, along with firms working to cut emissions and improve climate practices. Investors might consider USCL for long-term growth and diversification while aligning their money with environmental values. A key risk is that it is heavily tilted toward tech and U.S. stocks, so its price can rise and fall sharply with those parts of the market.
How much will it cost me?The expense ratio for the iShares Climate Conscious & Transition MSCI USA ETF (USCL) is 0.08%, which means you’ll pay $0.80 per year for every $1,000 invested. This is lower than average because the fund is passively managed, tracking an index rather than relying on active stock picking.
What would affect this ETF?The USCL ETF could benefit from increasing demand for sustainable investments and government policies supporting renewable energy and low-carbon initiatives, particularly in the U.S. market. However, it may face challenges if regulatory changes or economic conditions negatively impact the technology and communication services sectors, which make up a significant portion of its holdings. Additionally, fluctuations in the performance of top companies like Nvidia, Microsoft, and Tesla could influence the ETF's overall returns.
USCL Top 10 Holdings
USCL is essentially riding the Big Tech and AI wave, with Nvidia and Microsoft acting as the main engines of recent performance thanks to their rising momentum in chips and cloud. Apple, usually a market darling, has been more mixed lately and is losing a bit of steam, while Broadcom and Meta have been lagging and quietly holding the fund back. Amazon and Alphabet sit in the middle of the pack with steady-to-mixed trends. Overall, the ETF is heavily tilted toward U.S. technology and communication names, with climate-conscious exposure wrapped around a very American growth story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 9.77% | $280.30M | $5.55T | 37.92% | 76 Outperform | |
| Apple | 8.67% | $248.73M | $4.67T | 33.49% | 79 Outperform | |
| Microsoft | 6.51% | $186.64M | $3.71T | 0.95% | 79 Outperform | |
| Amazon | 4.62% | $132.46M | $2.79T | 11.27% | 71 Outperform | |
| Alphabet Class A | 3.66% | $105.11M | $4.12T | 44.02% | 85 Outperform | |
| Broadcom | 2.98% | $85.61M | $1.70T | 6.87% | 76 Outperform | |
| Alphabet Class C | 2.89% | $82.96M | $4.12T | 42.58% | 82 Outperform | |
| Meta Platforms | 2.50% | $71.69M | $1.57T | -18.03% | 76 Outperform | |
| Tesla | 1.87% | $53.62M | $1.40T | 0.92% | 73 Outperform | |
| Eli Lilly & Co | 1.70% | $48.70M | $1.08T | 58.05% | 72 Outperform |
USCL Technical Analysis
Positive
―
Price Trends
85.10
Positive
83.72
Positive
80.68
Positive
Market Momentum
0.42
Positive
55.38
Neutral
66.58
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For USCL, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 86.64, equal to the 50-day MA of 85.10, and equal to the 200-day MA of 80.68, indicating a bullish trend. The MACD of 0.42 indicates Positive momentum. The RSI at 55.38 is Neutral, neither overbought nor oversold. The STOCH value of 66.58 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for USCL.
USCL Peer Comparison
Comparison Results
Performance Comparison
USCL
iShares Climate Conscious & Transition MSCI USA ETF
86.79
11.42
15.15%
THRO
Ishares U.S. Thematic Rotation Active Etf
―
―
―
USCA
Xtrackers MSCI USA Climate Action Equity ETF
―
―
―
PABU
iShares Paris-Aligned Climate MSCI USA ETF
―
―
―
PWRD
Tcw Transform Systems Etf
―
―
―
LCTU
BlackRock U.S. Carbon Transition Readiness ETF
―
―
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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