iShares ESG Advanced MSCI USA ETF (USXF) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
iShares ESG Advanced MSCI USA ETF (USXF) trades at $67.98. The iShares ESG Advanced MSCI USA ETF seeks to replicate the investment outcomes of an index composed of U. S. Market cap: $1.49B, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for USXF: USXF does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates USXF against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
Not enough scored data yet to form a council read on USXF.
How is this calculated? →iShares ESG Advanced MSCI USA ETF (USXF) Financial Services Profile
iShares ESG Advanced MSCI USA ETF provides exposure to U.S. large and mid-cap companies with strong ESG profiles, appealing to investors seeking socially responsible investments. The fund tracks an index that favors companies with high ESG ratings while excluding those involved in controversial activities, offering a blend of financial performance and ethical considerations.
What Is the Investment Thesis for USXF?
The iShares ESG Advanced MSCI USA ETF (USXF) presents a notable research candidate for investors focused on ESG principles. With a market cap of $1.49B and a beta of 1.16, USXF offers exposure to a diversified portfolio of U.S. large and mid-cap companies with strong ESG profiles. The fund's growth is tied to the increasing demand for sustainable investing, driven by growing awareness of environmental and social issues. As ESG investing gains mainstream acceptance, USXF is poised to benefit from increased inflows. However, potential risks include the possibility of underperformance compared to traditional market indices and the evolving nature of ESG standards, which could necessitate adjustments to the fund's investment strategy.
Based on FMP financials and quantitative analysis
USXF Key Highlights
Market capitalization of $1.49B, indicating substantial size and liquidity.
- Beta of 1.16, suggesting slightly higher volatility compared to the broader market.
- Focus on large and mid-capitalization U.S. companies with favorable ESG ratings.
- Stringent screening process to exclude companies involved in controversial activities.
- Provides a diversified portfolio aligned with sustainable and ethical investing principles.
Who Are USXF's Competitors?
USXF is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| EQTY Kovitz Core Equity ETF | $29.63 | -0.53% | $1.42B | 47 |
| EWL iShares MSCI Switzerland ETF | $63.74 | -1.12% | $1.70B | 47 |
| GSUS Goldman Sachs MarketBeta U.S. Equity ETF | $105.31 | -0.80% | $1.40B | 44 |
| IYK iShares U.S. Consumer Staples ETF | $74.98 | -0.12% | $1.42B | 47 |
| NUSC Nuveen ESG Small-Cap | $51.65 | -1.07% | $1.32B | 44 |
| CET Central Securities Corp. | $54.21 | -0.90% | $1.60B | 70 |
| HQH Abrdn Healthcare Investors | $23.84 | -3.33% | $1.36B | 71 |
| TSLX Sixth Street Specialty Lending, Inc. | $18.77 | +0.37% | $1.78B | 68 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are USXF's Key Strengths?
Strong ESG focus and screening process.
- Diversified portfolio of U.S. large and mid-cap companies.
- Established brand and reputation in the ETF market.
What Are USXF's Weaknesses?
Potential for underperformance compared to traditional market indices.
- Reliance on the accuracy and reliability of ESG ratings.
- Limited flexibility in investment strategy due to index tracking.
What Could Drive USXF Stock Higher?
Increasing awareness of environmental and social issues driving demand for ESG investing.
- Growing adoption of ESG factors by institutional investors.
- Potential for new regulations and policies promoting sustainable investing.
What Are the Key Risks for USXF?
Underperformance compared to traditional market indices.
- Evolving nature of ESG standards and regulations.
- Increased competition from other ESG-focused ETFs.
- Reliance on the accuracy and reliability of ESG ratings.
What Are the Growth Opportunities for USXF?
- Increased Adoption of ESG Investing: The growing awareness of environmental and social issues is driving increased adoption of ESG investing among both individual and institutional investors. As more investors seek to align their investments with their values, USXF is poised to benefit from increased inflows.
- Expansion of ESG Investment Strategies: The development of new ESG investment strategies and methodologies is creating opportunities for USXF to enhance its investment approach and attract a wider range of investors. The fund can explore new ESG factors and integrate them into its investment process to improve its performance and appeal to investors with specific ESG preferences. This includes incorporating more granular data on carbon emissions, water usage, and social impact metrics.
- Growing Demand from Institutional Investors: Institutional investors, such as pension funds and endowments, are increasingly incorporating ESG factors into their investment decisions. This trend is driven by regulatory requirements, stakeholder pressure, and a growing recognition of the long-term benefits of sustainable investing. USXF can capitalize on this trend by targeting institutional investors and offering customized ESG solutions.
- Development of New ESG Products: The development of new ESG products and services is creating opportunities for USXF to expand its product offerings and cater to different investor needs. The fund can launch new ETFs focused on specific ESG themes, such as climate change, gender diversity, or sustainable development goals. This would allow investors to tailor their ESG investments to their specific interests and values.
- Technological Advancements in ESG Data and Analytics: Technological advancements in ESG data and analytics are improving the accuracy and reliability of ESG ratings and scores. This is enabling investors to make more informed investment decisions and track the performance of their ESG investments more effectively. USXF can leverage these advancements to enhance its ESG screening process and provide investors with more transparent and reliable ESG data.
What Are USXF's Competitive Advantages?
- Established brand and reputation in the ETF market.
- Strong ESG screening process and methodology.
- Diversified portfolio of ESG-focused companies.
What Does USXF Do?
The iShares ESG Advanced MSCI USA ETF (USXF) is designed to mirror the investment performance of an index comprising U.S. large and mid-capitalization companies that exhibit robust environmental, social, and governance (ESG) characteristics. The fund meticulously screens potential investments, excluding companies involved in controversial activities, thereby appealing to investors prioritizing socially responsible investing. USXF provides a diversified portfolio of companies demonstrating commitment to sustainability and ethical business practices. By focusing on ESG factors, the fund aims to deliver competitive returns while promoting responsible corporate behavior. The ETF's holdings reflect a broad range of sectors, ensuring diversification across the U.S. economy while adhering to strict ESG criteria. This approach allows investors to align their investment strategies with their values, supporting companies that prioritize environmental stewardship, social responsibility, and good governance. USXF offers a transparent and accessible way to integrate ESG considerations into a portfolio, making it a valuable tool for both individual and institutional investors seeking to make a positive impact through their investments.
What Products and Services Does USXF Offer?
- Tracks the investment results of an index composed of U.S. large and mid-cap companies.
- Focuses on companies with favorable environmental, social, and governance (ESG) ratings.
- Applies extensive screens for company involvement in controversial activities.
- Provides investors with exposure to a diversified portfolio of ESG-focused companies.
- Offers a transparent and accessible way to integrate ESG considerations into a portfolio.
- Aims to deliver competitive returns while promoting responsible corporate behavior.
How Does USXF Make Money?
- Tracks the performance of the MSCI USA ESG Advanced Index.
- Generates revenue through management fees charged to investors.
- Offers a liquid and transparent investment vehicle for ESG-focused investors.
What Industry Does USXF Operate In?
The asset management industry is undergoing a significant shift towards sustainable investing, with ESG considerations becoming increasingly important for investors. The market for ESG-focused funds is growing rapidly, driven by increasing awareness of environmental and social issues. USXF operates in a competitive landscape that includes other ESG-focused ETFs, such as EQTY, EWL, GSUS, IYK, and NUSC, each with its own investment strategy and ESG criteria. USXF differentiates itself through its focus on companies with advanced ESG ratings and its stringent screening process for controversial activities.
Who Are USXF's Key Customers?
- Individual investors seeking socially responsible investments.
- Institutional investors incorporating ESG factors into their portfolios.
- Financial advisors looking to offer ESG investment options to their clients.
USXF Valuation & Market Position
With a $1.49B market cap, iShares ESG Advanced MSCI USA ETF sits in the small-cap segment of the market.
Key Financial Metrics
Return on equity for iShares ESG Advanced MSCI USA ETF stands at 0.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. USXF trades at a trailing price-to-earnings ratio of 0.00, below the Financial Services sector average of ~18x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
USXF Financials
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the fund's long-term strategy focusing on ESG investments.
- Community sentiment has shifted positively, with discussions highlighting the growth of sustainable investing.
- The increasing regulatory focus on ESG criteria is likely to boost demand for funds like USXF.
- Recent positive news about companies within the ETF's holdings has sparked optimism among investors.
Bear Case
- Concerns about potential overvaluation in the ESG sector could dampen enthusiasm for the ETF.
- Some community discussions reflect skepticism regarding the actual impact of ESG investments on performance.
- Recent market volatility has raised doubts about the stability of funds heavily focused on ESG criteria.
- Insider selling activity has sparked caution among investors, indicating possible lack of confidence in short-term performance.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
USXF Latest News
No recent news available for USXF.
USXF Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for USXF.
Price Targets
Wall Street price target analysis for USXF.
USXF MoonshotScore
What does this score mean?
The MoonshotScore rates USXF 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
USXF Financial Services Stock FAQ
What does iShares ESG Advanced MSCI USA ETF do?
The iShares ESG Advanced MSCI USA ETF (USXF) aims to replicate the investment results of the MSCI USA ESG Advanced Index, which comprises U.S. large and mid-cap companies with favorable environmental, social, and governance (ESG) ratings. The fund applies rigorous screening processes to exclude companies involved in controversial activities, such as those related to weapons, tobacco, and thermal coal.
What are the main risks for USXF?
The main risks for USXF include the potential for underperformance compared to traditional market indices, as ESG-focused companies may not always outperform the broader market. The evolving nature of ESG standards and regulations could also pose a risk, as the fund may need to adjust its investment strategy to comply with new requirements.
How sensitive is USXF to interest rate changes?
As an ETF holding equities, USXF's sensitivity to interest rate changes is indirect. Rising interest rates can impact the valuations of the underlying companies in the fund's portfolio, particularly those with high debt levels or those operating in sectors sensitive to interest rates, such as utilities or real estate.
How does USXF ensure the ESG compliance of its holdings?
USXF relies on the ESG ratings and data provided by MSCI, a leading provider of ESG research and analytics. MSCI uses a proprietary methodology to assess companies' environmental, social, and governance performance based on a wide range of factors, including carbon emissions, labor practices, and board diversity.
What are the key factors to evaluate for USXF?
Evaluate USXF on fundamentals, analyst consensus, and risk factors. The iShares ESG Advanced MSCI USA ETF (USXF) presents a notable research candidate for investors focused on ESG principles. Not financial advice.
How frequently does USXF data refresh on this page?
USXF's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven USXF's recent stock price performance?
iShares ESG Advanced MSCI USA ETF (USXF) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong ESG focus and screening process. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider USXF overvalued or undervalued right now?
iShares ESG Advanced MSCI USA ETF (USXF) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for USXF.
- ESG ratings and data are subject to change and may not always be accurate.