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Columbia Intl ESG Equ Income ETF ESGN

Quantitative rating as of | See Columbia Threadneedle Investment Hub

Morningstar’s Analysis ESGN

Will ESGN outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Columbia Intl ESG Equ Income ETF to a Morningstar Quantitative Rating of Negative. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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Portfolio Holdings ESGN

  • Current Portfolio Date Mar 23, 2023
  • Equity Holdings 100
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 34.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
4.81
309,595
Technology
4.62
297,073
Industrials
4.21
270,698
Financial Services
4.08
262,616
Energy
3.56
229,015
Communication Services
3.56
228,824
Utilities
2.99
192,649
Communication Services
2.41
154,930
Financial Services
2.36
151,817
Financial Services
2.17
139,413
Industrials