ETRACS 2x Leveraged MSCI USA ESG Focus TR ETN (ESUS) ETF Holdings & Analysis

What ESUS does

ESUS offers a leveraged bullish investment in the MSCI USA ESG Focus Index, which comprises large and mid-capitalization companies recognized for their positive environmental, social, and governance (ESG) attributes, while aiming for a market-comparable risk and return profile. The index initially screens out companies involved with tobacco, controversial weapons, fossil fuel extraction, and thermal coal power. The portfolio is then optimized to maximize its ESG exposure while adhering to a market-like representation, subject to specific parameters. This underlying index undergoes rebalancing quarterly. Due to its 2x leverage factor, which resets quarterly, ESUS is not suitable for a long-term buy-and-hold strategy and investors should not expect it to consistently provide twice the index's daily returns. Furthermore, as an Exchange Traded Note (ETN), ESUS's value is subject to the credit risk of its issuer, UBS.

Fund profile

PortView Portfolio Insights

PortView analyzes how ESUS 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.

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Frequently asked questions

What does ESUS track?

ESUS is the ETRACS 2x Leveraged MSCI USA ESG Focus TR ETN, a Other ETF.

What is the expense ratio of ESUS?

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

What are the largest holdings in ESUS?

ESUS's top holdings are listed on this page when available.

How can PortView analyze ESUS overlap with other ETFs?

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