Advertisement
Skip to Content

Columbia US ESG Equity Income ETF ESGS

Quantitative 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.

Summary

|

Despite Columbia US ESG Equity Income ETF’s middling Parent Pillar rating, strength in the Process Pillar helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ESGS

  • Current Portfolio Date Mar 17, 2023
  • Equity Holdings 99
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 37.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
4.97
2,236,283
Consumer Defensive
4.88
2,194,931
Consumer Defensive
4.82
2,171,262
Consumer Defensive
4.28
1,926,492
Energy
3.56
1,601,285
Communication Services
3.46
1,558,622
Communication Services
3.14
1,412,319
Industrials
3.09
1,392,138
Technology
2.84
1,277,567
Technology
2.68
1,205,517
Financial Services