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Columbia Intl ESG Equ Income ETF ESGN

Morningstar Medalist Rating
Medalist 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ESGN’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ESGN management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ESGN’s parent organization’s priorities and whether they’re in line with investors’ interests.

Columbia Intl ESG Equ Income ETF retains its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ESGN

More ESGN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Shell PLC

4.92 370,244
Energy

TotalEnergies SE

4.79 360,419
Energy

SAP SE

4.49 337,280
Technology

BP PLC

4.47 336,007
Energy

Siemens AG

4.43 332,954
Industrials

Mitsubishi UFJ Financial Group Inc

4.35 326,767
Financial Services

Hitachi Ltd

3.15 236,819
Industrials

Sumitomo Mitsui Financial Group Inc

2.95 221,499
Financial Services

Mercedes-Benz Group AG

2.85 213,971
Consumer Cyclical

Mitsui & Co Ltd

2.64 198,290
Industrials