Skip to Content

Columbia US ESG Equity Income ETF ESGS

Medalist Rating as of | See Columbia Threadneedle Investment Hub

Morningstar’s Analysis ESGS

Will ESGS outperform in future?

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

Columbia US ESG Equity Income ETF retains its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ESGS

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 40.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Exxon Mobil Corp

5.03 2.8 Mil
Energy

Chevron Corp

4.49 2.5 Mil
Energy

Bank of America Corp

4.40 2.4 Mil
Financial Services

Broadcom Inc

4.38 2.4 Mil
Technology

UnitedHealth Group Inc

4.16 2.3 Mil
Healthcare

The Home Depot Inc

4.06 2.3 Mil
Consumer Cyclical

Coca-Cola Co

3.94 2.2 Mil
Consumer Defensive

PepsiCo Inc

3.68 2.0 Mil
Consumer Defensive

Linde PLC

3.31 1.8 Mil
Basic Materials

Qualcomm Inc

2.80 1.6 Mil
Technology