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Wednesday, August 19, 2026The Morning Brief →Sign in
USXFISharesINDEX

iShares ESG Advanced MSCI USA ETF

$68.16-0.70% today
537052-WK

The underlying index is a free float-adjusted market capitalization-weighted index designed to reflect the equity performance of large- and mid-capitalization U.S. companies with favorable environmental, social and governance (“ESG”) ratings while applying extensive screens, including removing fossil fuel exposure. The fund generally will invest at least 90% of its assets in the component securities of the underlying index. It is non-diversified.

Price & daily flows
66.761.957.068.16DAILY NET FLOWAug 19Dec 16Apr 17Aug 19

SOURCE: MARKET TAPE & DAILY CREATION/REDEMPTION RECORDS · 1Y SHOWN · NET −$18M OVER THIS RANGE

The desk’s read

Money keeps arriving — +$57M of net buying over the past month, about 3.7% of the fund's asset base, while the price has returned +17.4% so far this year. At 0.10% a year it is not the cheapest way in — IVV runs the same ground at 0.03%.

COMPOSED FROM THE FUND’S OWN DAILY RECORDS · UPDATED WITH EACH REFRESH

$1.5Bassets under management
0.10%expense ratio · $10 per $10,000 a year
+$57Mnet flow, trailing month
55Kavg daily volume, 30 days
362holdings · US-domiciled
2020listed June 15, 2020 · beta 1.34
The book at a glance
NVDA-0.3%AVGO-4.2%MU-0.9%AMD-3.5%V+0.7%MA+0.3%CSCO-0.3%INTC-3.6%AMAT-3.4%LRCX-5.7%HD+2.0%PANW-3.9%GEV-2.0%ORCL+0.8%KLAC-3.6%TXN-1.2%TMO+4.0%LIN+0.7%VZ+1.4%MRVL+9.1%ANET-2.8%ADI-0.4%SCHW-0.8%STX-7.9%AXP+0.7%T+0.9%QCOM+1.2%BLK+1.2%BKNG+2.7%WELL+0.1%ETN-2.0%TJXWDCDEVRTXDHR

CELL SIZE IS PORTFOLIO WEIGHT · COLOR IS TODAY’S MOVE · TOP 40 POSITIONS

HoldingsDownload CSV
#HoldingWeightPriceDay52-wk
1NVDANVIDIA12.25%$219.17-0.3%
2AVGOBROADCOM6.79%$363.75-4.2%
3MUMICRON TECHNOLOGY4.39%$932.98-0.9%
4AMDADVANCED MICRO DEVICES3.17%$467.72-3.5%
5VVISA2.32%$366.89+0.7%
6MAMASTERCARD1.77%$575.88+0.3%
7CSCOCISCO SYSTEMS1.71%$111.27-0.3%
8INTCINTEL1.75%$93.15-3.6%
9AMATAPPLIED MATERIALS1.63%$496.57-3.4%
10LRCXLAM RESEARCH1.65%$309.19-5.7%
11HDHOME DEPOT1.29%$344.89+2.0%
12PANWPALO ALTO NETWORKS1.17%$359.31-3.9%
13GEVGE Vernova1.12%$984.34-2.0%
14ORCLORACLE0.97%$143.71+0.8%
15KLACKLA1.04%$187.81-3.6%

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Sector weights
Information Technology52.21%
Financials16.24%
Industrials9.77%
Consumer Discretionary6.31%
Health Care5.99%
Real Estate3.76%
Materials2.39%
Communication2.14%
Consumer Staples0.94%
Cash and/or Derivatives0.12%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Performance
1 week-2.5%
1 month+3.1%
3 months+4.2%
6 months+16.8%
YTD+17.4%
1 year
3 years

PRICE RETURN, DISTRIBUTIONS NOT REINVESTED

Net flows
1 week+$35M
1 month+$57M
3 months+$67M
YTD+$86M
1 year−$18M

CREATION/REDEMPTION DOLLARS, DAILY RECORDS

Monthly net flows
AugSepOctNovDecJanFebMarAprMayJulAug
DAILY CREATION/REDEMPTION RECORDS, TRAILING TWELVE MONTHS
The risk read
21%realized volatility, 30 days (annualized)
19%realized volatility, 1 year
-10.4%deepest fall from a peak, 1 year
-3.2%where it sits vs. that peak today

The top holding is 12.3% of the book; the top ten carry 37%. Spread across 250+ names, it behaves like roughly 35 equally-weighted positions.

VOLATILITY & DRAWDOWN FROM THE DAILY TAPE · CONCENTRATION FROM THE LATEST DISCLOSED BOOK

Options tape
calls today
puts today
put/call ratio
32Kshares traded
Most-traded holdings, options premiumBullishBearish
MU MICRON TECHNOLOGY$560M$663M
NVDA NVIDIA$328M$348M
AMD ADVANCED MICRO DEVICES$228M$265M
AVGO BROADCOM$177M$186M
INTC INTEL$143M$145M

TODAY’S OPTIONS PREMIUM IN THE FUND’S UNDERLYING NAMES

The case against USXF

Due diligence cuts both ways. These funds sit on the same shelf and beat USXF on at least one dimension that matters — the fee, the asset base, or where the money is going.

FundFeeAssetsFlow, 1MThe case
ITOT iShares Core S&P Total U.S. Stock Market ETF0.03%$97.9B+$245M-7bp on fee · 64× the assets · +$245M in over the monthHead-to-head
IUSG iShares Core S&P U.S. Growth ETF0.04%$33.8B+$668M-6bp on fee · 22× the assets · +$668M in over the monthHead-to-head
IUSV iShares Core S&P U.S. Value ETF0.04%$28.1B+$103M-6bp on fee · 18× the assets · +$103M in over the monthHead-to-head
IVV iShares Core S&P 500 ETF0.03%$900.9B−$14.2B-7bp on fee · 593× the assetsHead-to-head
VOO Vanguard 500 Index Fund0.03%$500.4B-7bp on fee · 330× the assetsHead-to-head
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InstrumentsHarvest substitutesTrade cost at $1MClient tearsheetStress this fund
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