Index Performance
+7.77%
BUSACSR
+6.39%
ESGU
+6.23%
SPY
Overview
Description
ESG-focused basket of stocks aiming to outperform the S&P 500 and major ESG portfolios
- TickerBUSACSR
- Inception Date09/25/2023
- WeightingCustom
- # of holdings27
What's inside?
Holdings
All holdings as of December 5, 2025
CSV download
| Apple, Inc. (AAPL) | 10.62% | $4.12T | 6.43% | 46.91% | 9.35 |
| Microsoft Corp. (MSFT) | 5.81% | $3.59T | 18.43% | 69.05% | 13.22 |
| Intel Corp. (INTC) | 4.36% | $197.53B | 2.78% | 38.22% | 3.50 |
| Warby Parker, Inc. (WRBY) | 4.10% | $2.29B | 15.19% | 52.13% | 4.01 |
| Lemonade, Inc. (LMND) | 4.03% | $5.90B | 44.14% | N/A | 7.64 |
| Alphabet, Inc. (GOOGL) | 3.93% | $3.88T | 16.21% | 59.66% | 7.55 |
| Mattel, Inc. (MAT) | 3.86% | $6.57B | -5.85% | 49.63% | 1.40 |
| First Solar, Inc. (FSLR) | 3.78% | $27.64B | 79.67% | 38.29% | 4.47 |
| International Business Machines Corp. (IBM) | 3.60% | $287.84B | 9.11% | 56.78% | 4.89 |
| Johnson & Johnson (JNJ) | 3.57% | $486.51B | 6.77% | 69.72% | 5.03 |
| Brookfield Renewable Partners LP (BEP.UT) | 3.56% | $19.04B | 9.34% | 17.22% | 11.32 |
| lululemon athletica, Inc. (LULU) | 3.49% | $23.50B | 6.50% | 58.43% | 2.18 |
| Marriott International, Inc. (MAR) | 3.40% | $78.52B | 3.74% | 21.17% | 3.36 |
| RTX Corp. (RTX) | 3.37% | $229.41B | 11.89% | 20.38% | 3.07 |
| Tesla, Inc. (TSLA) | 3.33% | $1.51T | 11.57% | 17.99% | 16.11 |
| PepsiCo, Inc. (PEP) | 3.22% | $198.29B | 2.65% | 53.72% | 2.63 |
| NVIDIA Corp. (NVDA) | 3.22% | $4.43T | 62.49% | 73.41% | 24.10 |
| Starbucks Corp. (SBUX) | 3.16% | $96.79B | 2.80% | 16.36% | 3.18 |
| UnitedHealth Group, Inc. (UNH) | 3.08% | $299.75B | 12.24% | N/A | 0.93 |
| Ecolab, Inc. (ECL) | 3.05% | $73.55B | 4.16% | 44.79% | 5.35 |
| Unilever Plc (ULVR) | 3.04% | $145.84B | -0.78% | 45.05% | 2.63 |
| Adobe, Inc. (ADBE) | 2.95% | $144.94B | 10.72% | 88.63% | 6.56 |
| Costco Wholesale Corp. (COST) | 2.93% | $396.50B | 8.17% | 12.84% | 1.51 |
| WillScot Holdings Corp. (WSC) | 2.84% | $3.75B | -5.75% | 45.37% | 3.35 |
| Natura &Co Holding SA (NTCO3) | 2.76% | $2.25B | -13.09% | 63.11% | 0.69 |
| Cava Group, Inc. (CAVA) | 2.62% | $6.19B | 19.86% | 18.73% | 6.69 |
| NFI Group, Inc. (NFI) | 2.35% | $1.15B | 24.90% | -12.99% | 0.75 |
Market data by FactSet
