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ETF Profile for ESGL

Top Holdings

Symbol Company Name % of Holdings
AAPL Apple Inc 4.31
XOM Exxon Mobil Corp 4.12
UNH UnitedHealth Group Inc 3.51
F Ford Motor Co 3.02
CVS CVS Health Corp 3.01
T AT&T Inc 2.87
MSFT Microsoft Corp 2.15
VZ Verizon Communications Inc 2.08
GE General Electric Co 1.99
CAH Cardinal Health Inc 1.98

Portfolio Characteristics

  • Assets Under Management
  • 29,764
  • Expense Ratio
  • 0.40%
  • Expense Gross
  • 0.40%
  • Shares Outstanding         
  • 950
  • Expense Ratio Net
  • 0.40%
  • Options
  • Yes

ETF Description

The Oppenheimer ESG Revenue ETF begins with the SP 500 Index as its starting universe. The top 50% of the universe is selected by relative ESG score, which is calculated by Sustainalytics. Companies with controversies that fall into Category 4 or higher out of 5, with 5 being highest, will be eliminated. Each security that meets these parameters are then ranked by top line revenue, instead of market capitalization. The fund is rebalanced quarterly.