USCL - ETF AI Analysis
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iShares Climate Conscious & Transition MSCI USA ETF (USCL)
USCL, the iShares Climate Conscious & Transition MSCI USA ETF, earns a solid overall rating largely because it is heavily invested in high-quality tech leaders like Apple, Microsoft, and Alphabet, which show strong financial performance, growth in cloud and AI, and generally supportive technical trends. These strengths are partly offset by holdings such as Nvidia, Amazon, Tesla, and AMD, where high valuations, mixed or bearish technical signals, and cash flow or dividend limitations introduce more risk. The main risk factor is the fund’s concentration in large U.S. technology and AI-related companies, which can make performance more sensitive to shifts in that sector.
USCL vs. SPDR S&P 500 ETF (SPY)
- AUM
- 2.81B
- Region
- North America
- Expense Ratio
- 0.08%
- Beta
- 0.98
- Issuer
- iShares
- Inception Date
- Jun 06, 2023
- Dividend Yield
- 1.05%
- Asset Class
- Equity
- Index Tracked
- MSCI USA Extended Climate Action Index - Benchmark TR Gross
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?
This ETF has an expense ratio of 0.08%, which means you’ll pay about $0.80 per year for every $1,000 invested. That’s lower than the average ETF because it’s a passively managed fund that tracks a climate-focused index rather than paying managers to pick individual stocks.
What would affect this ETF?
This ETF is heavily invested in large U.S. technology and communication companies like Nvidia, Apple, Microsoft, and Alphabet, so it could benefit from strong growth in tech, continued demand for digital services, and supportive climate policies that reward low-carbon business models. On the other hand, it may be hurt by rising interest rates or economic slowdowns that pressure high-growth stocks, tighter U.S. regulations on big tech or climate disclosures, or setbacks in the transition to a low-carbon economy that reduce investor enthusiasm for climate-focused funds.
USCL Top 10 Holdings
USCL is leaning heavily on Big Tech and chipmakers, with Nvidia, Apple, and AMD doing most of the heavy lifting as their shares keep rising on AI and hardware momentum. Microsoft and Meta are also adding fuel, though Microsoft’s recent moves have been more steady than spectacular. On the flip side, Amazon feels a bit stuck in neutral, while Alphabet’s mixed performance and Broadcom’s recent softness are holding back some of the upside. Tesla is clearly dragging the fund, but its smaller weight limits the damage. The ETF is almost entirely U.S.-focused, with a strong tilt toward climate-conscious, low-carbon leaders in technology.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 9.04% | $252.56M | $5.08T | 15.81% | 76Outperform |
 AAPL | Apple | 9.52% | $265.96M | $5.07T | 33.96% | 79Outperform |
 MSFT | Microsoft | 6.90% | $192.76M | $3.90T | 0.76% | 79Outperform |
 AMZN | Amazon | 4.47% | $125.03M | $2.68T | 12.17% | 71Outperform |
 GOOGL | Alphabet Class A | 3.50% | $97.84M | $3.90T | 26.53% | 85Outperform |
 GOOG | Alphabet Class C | 2.76% | $77.24M | $3.90T | 25.05% | 82Outperform |
 META | Meta Platforms | 2.63% | $73.49M | $1.64T | -12.45% | 76Outperform |
 AVGO | Broadcom | 2.71% | $75.71M | $1.54T | -6.57% | 76Outperform |
 TSLA | Tesla | 1.98% | $55.46M | $1.47T | -17.10% | 73Outperform |
 LLY | Eli Lilly & Co | 1.90% | $53.08M | $1.20T | 55.10% | 72Outperform |
USCL Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For USCL, the sentiment is Negative. The current price of 85.89 is below the 20-day moving average (MA) of 87.22, below the 50-day MA of 86.63, and above the 200-day MA of 81.84, indicating a neutral trend. The MACD of 0.13 indicates Positive momentum. The RSI at 45.54 is Neutral, neither overbought nor oversold. The STOCH value of 32.35 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for USCL.
USCL Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| USCL | $85.89 | $97.00(12.94% Upside) | $2.81B | 0.08% | 75Outperform |
 THRO | $43.56 | $54.30(24.66% Upside) | $7.50B | 0.57% | 74Outperform |
 USCA | $45.21 | $56.31(24.57% Upside) | $3.46B | 0.07% | 75Outperform |
 PABU | $78.59 | $98.81(25.73% Upside) | $2.46B | 0.10% | 74Outperform |
 PWRD | $94.33 | $141.73(50.25% Upside) | $1.38B | 0.75% | 68Neutral |
 LCTU | $81.28 | $101.88(25.34% Upside) | $1.19B | 0.15% | 74Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| USCL | iShares Climate Conscious & Transition MSCI USA ETF | 85.89 | 6.22 | 7.81% | |
| THRO | Ishares U.S. Thematic Rotation Active Etf | 43.56 | 4.87 | 12.59% | |
| USCA | Xtrackers MSCI USA Climate Action Equity ETF | 45.21 | 3.26 | 7.78% | |
| PABU | iShares Paris-Aligned Climate MSCI USA ETF | 78.59 | 5.14 | 7.00% | |
| PWRD | Tcw Transform Systems Etf | 94.33 | -7.13 | -7.03% | |
| LCTU | BlackRock U.S. Carbon Transition Readiness ETF | 81.28 | 7.22 | 9.74% |
This 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.