Columbia U.S. Equity Income (EQIN) ETF Holdings & Analysis

What EQIN does

This ETF aims for overall investment growth by maintaining a stock portfolio that generates income, concentrating predominantly on sizable and medium-sized American enterprises. To qualify for consideration, each company must exhibit a favorable (low) ESG Materiality Rating and project an annualized dividend yield of at least 1%. Qualified companies are subsequently evaluated against their industry peers, with particular emphasis on their prospective dividend yield, the trajectory of their dividend growth, and their capacity to cover dividends using cash flow. The fund then chooses the top 100 securities based on these assessments, constructing a portfolio where holdings are weighted according to their market capitalization. While the fund employs an active management approach, its underlying investment criteria are reviewed and implemented at least every three months. Historically, the fund's name was Columbia Sustainable U.S. Equity Income ETF before October 14, 2022, during which time it mirrored the Beta Advantage U.S. ESG Equity Income Index. More recently, prior to June 3, 2024, it operated as the Columbia U.S. ESG Equity Income ETF under the symbol ESGS, also following the Beta Advantage U.S. ESG Equity Income Index.

Fund profile

Top holdings

Sector allocation

Geographic allocation

PortView Portfolio Insights

PortView analyzes how EQIN fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.

Related securities

Related stocks

Frequently asked questions

What does EQIN track?

EQIN is the Columbia U.S. Equity Income ETF, a Other ETF.

What is the expense ratio of EQIN?

Expense ratio data for EQIN is shown on the page when available from our data provider.

What are the largest holdings in EQIN?

Top holdings include XOM, ABBV, JPM, BAC, CVX.

How can PortView analyze EQIN overlap with other ETFs?

PortView computes the holdings overlap between EQIN and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.