Stance Sustainable Beta ETF - Stance Capital
Shareclass
Stance Sustainable Beta ETF (CHGX)
Type
Exchange-traded fund
Manager
Filing
Equity & Justice
Exclusions
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Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Stance Sustainable Beta ETF - Stance Capital
FUND COVERAGE
# of holdings84
% of assets84%
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
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Marriott International Inc/MD1.06%$1.46M
- 2. Mastercard Inc1.02%$1.41M
- 3. Hilton Worldwide Holdings Inc1.04%$1.44M
- 4. Autodesk Inc0.99%$1.37M
- 5. Bristol-Myers Squibb Co1.07%$1.47M
- 6. Verizon Communications Inc1.02%$1.42M
- 7. S&P Global Inc1.06%$1.47M
- 8. Merck & Co Inc1.07%$1.47M
- 9. PayPal Holdings Inc0.96%$1.32M
- 10. Keysight Technologies Inc0.96%$1.32M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Steel Dynamics Inc0.99%$1.37M
- 2. Genuine Parts Co0.93%$1.28M
- 3. Martin Marietta Materials Inc0.99%$1.37M
- 4. Ulta Beauty Inc1.03%$1.42M
- 5. Cadence Design Systems Inc0.94%$1.3M
- 6. Fortinet Inc0.97%$1.35M
- 7. Teradyne Inc0.96%$1.33M
- 8. Charles Schwab Corp/The1.04%$1.44M
- 9. Ross Stores Inc1%$1.38M
- 10. Western Digital Corp0.93%$1.29M
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 surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Stance Sustainable Beta ETF - Stance Capital
Totals
Holdings
Assets
Weight
Prisons
3.0
$4.13M
2.99%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
3.0
$4.18M
3.02%
Borders high risk
0.0
$0
0%
Total
4.0
$5.54M
4.01%
Holdings — 4 flagged holdings
1.
Salesforce Inc
:$1.41M
1.02%
2.
Thermo Fisher Scientific Inc
:$1.39M
1.01%
3.
Equifax Inc
:$1.37M
0.99%
4.
Elevance Health Inc
$1.36M
0.98%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Stance Sustainable Beta ETF - Stance Capital CHGX
Environment
Social
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