American Conservative Values ETF

Shareclass
American Conservative Values ETF (ACVF)
Type
Exchange-traded fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund American Conservative Values ETF

FUND COVERAGE
# of holdings364
% of assets100%
Score
54 / 100
Rank

51.1 percentile

Group: U.S. Large Cap Equity

Rank: #716 out of 1,462

Grade
C

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

26 / 40

Gender Equality: Equal Compensation and Work Life Balance

9 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. International Flavors & Fragrances Inc
         % of fund invested: 0.01%
         $USD invested: $13,916
  • 2. Procter & Gamble Co
         % of fund invested: 1.29%
         $USD invested: $1.74M
  • 3. Biogen Inc
         % of fund invested: 0.01%
         $USD invested: $20,209
  • 4. Dow Inc
         % of fund invested: 0.02%
         $USD invested: $20,964
  • 5. Boston Scientific Corp
         % of fund invested: 0.31%
         $USD invested: $416,074
  • 6. Marriott International Inc Class A
         % of fund invested: 0.41%
         $USD invested: $554,254
  • 7. Welltower Inc
         % of fund invested: 0.15%
         $USD invested: $199,868
  • 8. The Interpublic Group of Companies Inc
         % of fund invested: 0.15%
         $USD invested: $203,099
  • 9. Mondelez International Inc Class A
         % of fund invested: 0.53%
         $USD invested: $715,837
  • 10. Hologic Inc
         % of fund invested: 0.02%
         $USD invested: $24,464
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. GRAIL Inc
         % of fund invested: <0.01%
         $USD invested: $7,262
  • 2. Trump Media & Technology Group Corp
         % of fund invested: 0.12%
         $USD invested: $156,254
  • 3. Lennar Corp Class A
         % of fund invested: 0.06%
         $USD invested: $81,688
  • 4. Old Dominion Freight Line Inc Ordinary Shares
         % of fund invested: 0.05%
         $USD invested: $62,627
  • 5. Advance Auto Parts Inc
         % of fund invested: <0.01%
         $USD invested: $10,463
  • 6. PACCAR Inc
         % of fund invested: 0.11%
         $USD invested: $149,666
  • 7. Blackstone Inc
         % of fund invested: 0.31%
         $USD invested: $426,136
  • 8. Berkshire Hathaway Inc Class B
         % of fund invested: 1.76%
         $USD invested: $2.38M
  • 9. Cincinnati Financial Corp
         % of fund invested: 0.05%
         $USD invested: $68,793
  • 10. Nucor Corp
         % of fund invested: 0.09%
         $USD invested: $115,238

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund American Conservative Values ETF

Totals

Holdings
Assets
Weight
Prisons
15
$16.78M
12%
     Prisons high risk
4
$1.2M
0.88%
     Private prisons
0
$0
0%
Borders
14
$13.88M
10%
     Borders high risk
8
$2.79M
2.06%
Total
24
$20.88M
15%
Full fund results

Holdings — 24 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$8.55M
6.31%
Prisons
Borders :
$8.55M
6.31%
2.
Walmart Inc
Prisons
$2.4M
1.77%
Prisons
$2.4M
1.77%
3.
Berkshire Hathaway Inc Class B
Prisons
$2.38M
1.76%
Prisons
$2.38M
1.76%
4.
McDonald's Corp
Prisons
$1.27M
0.94%
Prisons
$1.27M
0.94%
5.
Motorola Solutions Inc
Prisons
Borders
$857,345
0.63%
Prisons
Borders :
$857,345
0.63%
6.
AT&T Inc
Borders
$843,752
0.62%
Borders :
$843,752
0.62%
7.
RTX Corp
Borders
$797,360
0.59%
Borders :
$797,360
0.59%
8.
Accenture PLC Class A
Borders
$752,051
0.56%
Borders :
$752,051
0.56%
9.
Thermo Fisher Scientific Inc
Borders
$692,216
0.51%
Borders :
$692,216
0.51%
10.
Lockheed Martin Corp
Borders
$382,683
0.28%
Borders :
$382,683
0.28%
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