iShares
UCTD.AS
IE000YG82CF0
iShares MSCI USA Climate Transition Aware UCITS ETF
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About this ETF

Der iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist) bildet den MSCI USA Transition Aware Select Index nach. Der MSCI USA Transition Aware Select Index bietet Zugang zu Aktien aus den USA. Der Index ist darauf ausgelegt, Unternehmen abzubilden, die einen positiven Beitrag zum Klimawandel leisten. Die enthaltenen Titel werden nach ESG-Kriterien (Umwelt, Soziales und Unternehmensführung) gefiltert. Ausgangsindex ist der MSCI USA Index.

TER
0.07%

Total Expense Ratio per year

Fund Size
€6.73M

Assets under management

Holdings
283

Underlying equities

Dividend Yield
0.76%

Distributing

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
26.54
Weighted Fwd P/E
20.13
💰 Revenue Estimates
Current Year CY
+23.9% ⌀ 34 Analysts Coverage
Next Year NY
+18.75% ⌀ 35 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+37.53% ⌀ 32 Analysts Coverage
Next Year NY
+29.38% ⌀ 32 Analysts Coverage

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ETF Profile
Provider
iShares
iShares
Fund Type
ETF
Inception Date
06/11/2024 (2 yrs)
Index Group
MSCI USA
Region
-
Sector
-
Distribution Policy
Distributing
Replication
Full replication
Sustainable
Yes

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
68/100 Moderate
Diversification Score
68/100 Moderate
3Y Volatility
16.3% p.a.
Max Drawdown (3Y)
-19.2%
Sharpe Ratio (3Y)
0.77
Beta Factor
0.00
Notes & Warnings
Fund Volume (AUM) ⚠️ Fund closure risk (< 50M € AUM)
⚠️ Fund closure risk (< 50M € AUM)
⚠️ Sector concentration: 40% in "Technology".
⚠️ Elevated Regulatory & Policy Risk: 38% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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