Index Performance
+4.32%
BUSACSR
+7.00%
ESGU
+6.81%
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 June 18, 2025
CSV download
| Apple, Inc. (AAPL) | 8.43% | $2.94T | 5.08% | 47.05% | 8.32 |
| Microsoft Corp. (MSFT) | 7.67% | $3.57T | 13.27% | 68.72% | 10.47 |
| Warby Parker, Inc. (WRBY) | 7.05% | $2.59B | 11.89% | 54.42% | 2.81 |
| NFI Group, Inc. (NFI) | 4.16% | $1.39B | 23.86% | 11.17% | 0.66 |
| Tesla, Inc. (TSLA) | 4.04% | $1.04T | -9.23% | 16.31% | 9.29 |
| NVIDIA Corp. (NVDA) | 3.85% | $3.55T | 69.18% | 60.52% | 18.10 |
| Lemonade, Inc. (LMND) | 3.65% | $2.97B | 26.71% | N/A | 5.23 |
| International Business Machines Corp. (IBM) | 3.64% | $263.21B | 0.55% | 54.56% | 4.53 |
| Natura &Co Holding SA (NTCO3) | 3.56% | $2.65B | 9.40% | 61.95% | 0.63 |
| RTX Corp. (RTX) | 3.45% | $194.88B | 5.19% | 20.27% | 2.68 |
| Brookfield Renewable Partners LP (BEP.UT) | 3.45% | $16.89B | 16.23% | 21.18% | 12.25 |
| First Solar, Inc. (FSLR) | 3.41% | $15.41B | 6.35% | 42.36% | 3.13 |
| Marriott International, Inc. (MAR) | 3.39% | $70.54B | 4.79% | 19.06% | 3.21 |
| Costco Wholesale Corp. (COST) | 3.35% | $432.35B | 8.02% | 12.99% | 1.64 |
| Unilever Plc (ULVR) | 3.34% | $152.54B | -0.78% | 45.05% | 2.63 |
| Alphabet, Inc. (GOOGL) | 3.30% | $2.11T | 11.81% | 59.59% | 5.10 |
| Ecolab, Inc. (ECL) | 3.24% | $73.78B | -1.52% | 44.32% | 5.07 |
| Adobe, Inc. (ADBE) | 3.04% | $161.12B | 10.62% | 88.44% | 7.92 |
| Mattel, Inc. (MAT) | 2.99% | $6.13B | 2.11% | 48.89% | 1.45 |
| Starbucks Corp. (SBUX) | 2.99% | $104.87B | 2.32% | 14.43% | 3.70 |
| Johnson & Johnson (JNJ) | 2.90% | $362.67B | 2.39% | 66.84% | 4.59 |
| PepsiCo, Inc. (PEP) | 2.79% | $176.97B | -1.81% | 55.66% | 2.62 |
| Cava Group, Inc. (CAVA) | 2.77% | $8.61B | 28.12% | 19.06% | 9.87 |
| Intel Corp. (INTC) | 2.76% | $93.74B | -0.45% | 36.88% | 2.53 |
| WillScot Holdings Corp. (WSC) | 2.73% | $4.73B | -4.71% | 49.54% | 3.81 |
| lululemon athletica, Inc. (LULU) | 2.21% | $28.57B | 7.32% | 58.27% | 3.15 |
| UnitedHealth Group, Inc. (UNH) | 1.85% | $278.67B | 9.80% | N/A | 1.40 |
Market data by FactSet
