Index Performance
-2.98%
BUSACSR
+1.92%
SPY
+1.48%
ESGU
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 October 16, 2026
CSV download
| Apple, Inc. (AAPL) | 9.74% | $5.01T | 16.36% | 50.06% | 8.99 |
| Microsoft Corp. (MSFT) | 6.81% | $3.93T | 17.79% | 67.94% | 8.53 |
| Warby Parker, Inc. (WRBY) | 6.59% | $2.89B | 9.81% | 55.86% | 4.14 |
| Mattel, Inc. (MAT) | 4.12% | $4.91B | 10.48% | 47.58% | 1.14 |
| Marriott International, Inc. (MAR) | 3.64% | $101.19B | 4.85% | 20.35% | 4.29 |
| Cava Group, Inc. (CAVA) | 3.52% | $6.69B | 31.30% | 20.25% | 6.28 |
| Costco Wholesale Corp. (COST) | 3.51% | $438.30B | 10.14% | 12.82% | 1.35 |
| Ecolab, Inc. (ECL) | 3.41% | $80.98B | 9.69% | 44.25% | 5.19 |
| UnitedHealth Group, Inc. (UNH) | 3.40% | $360.32B | -0.41% | N/A | 0.90 |
| Unilever Plc (ULVR) | 3.40% | $142.60B | -15.92% | 46.95% | 2.96 |
| NFI Group, Inc. (NFI) | 3.37% | $2.13B | 18.55% | 14.91% | 0.85 |
| PepsiCo, Inc. (PEP) | 3.25% | $179.19B | 5.58% | 54.23% | 2.33 |
| Starbucks Corp. (SBUX) | 3.23% | $111.17B | -1.43% | 19.25% | 3.61 |
| International Business Machines Corp. (IBM) | 3.21% | $218.71B | 1.09% | 57.28% | 4.71 |
| RTX Corp. (RTX) | 3.18% | $261.36B | 14.49% | 20.77% | 3.12 |
| lululemon athletica, Inc. (LULU) | 3.15% | $11.25B | -4.34% | 60.44% | 1.28 |
| Adobe, Inc. (ADBE) | 3.13% | $95.43B | 12.89% | 88.12% | 4.48 |
| Alphabet, Inc. (GOOGL) | 3.09% | $4.15T | 23.98% | 61.62% | 9.62 |
| Tesla, Inc. (TSLA) | 3.09% | $1.40T | 25.52% | 16.83% | 14.11 |
| NVIDIA Corp. (NVDA) | 3.06% | $5.16T | 105.85% | 74.98% | 16.38 |
| Brookfield Renewable Partners LP (BEP.UT) | 3.06% | $19.39B | 1.22% | 21.30% | 12.09 |
| Johnson & Johnson (JNJ) | 3.01% | $615.87B | 5.86% | 73.00% | N/A |
| Lemonade, Inc. (LMND) | 2.98% | $3.42B | 104.94% | N/A | 6.02 |
| Natura &Co Holding SA (NTCO3) | 2.84% | $1.90B | -7.67% | 62.19% | 0.77 |
| First Solar, Inc. (FSLR) | 2.80% | $18.55B | -3.73% | 57.28% | 4.44 |
| WillScot Holdings Corp. (WSC) | 2.78% | $2.88B | 3.92% | 46.27% | 3.93 |
| Intel Corp. (INTC) | 2.63% | $474.96B | 25.42% | 40.36% | 12.12 |
Market data by FactSet
