Stance Sustainable Beta ETF
Shareclass
Stance Sustainable Beta ETF (CHGX)
Type
Exchange-traded fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Stance Sustainable Beta ETF
FUND COVERAGE
# of holdings99
% of assets99%
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
25 / 40
Gender Equality: Equal Compensation and Work Life Balance
7 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Mastercard Inc Class A0.92%$1.27M
- 2. Hilton Worldwide Holdings Inc0.9%$1.25M
- 3. Autodesk Inc0.91%$1.26M
- 4. Bristol-Myers Squibb Co0.96%$1.33M
- 5. Verizon Communications Inc0.87%$1.2M
- 6. S&P Global Inc0.87%$1.2M
- 7. Merck & Co Inc1%$1.38M
- 8. PayPal Holdings Inc1%$1.38M
- 9. AbbVie Inc0.97%$1.33M
- 10. Amgen Inc1.04%$1.44M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. AST SpaceMobile Inc Ordinary Shares - Class A2%$2.76M
- 2. Lennar Corp Class A0.87%$1.2M
- 3. Vertiv Holdings Co Class A1.38%$1.91M
- 4. Reddit Inc Class A Shares0.79%$1.1M
- 5. CrowdStrike Holdings Inc Class A1.2%$1.66M
- 6. O'Reilly Automotive Inc0.85%$1.17M
- 7. NVR Inc0.84%$1.15M
- 8. Fair Isaac Corp1.04%$1.44M
- 9. Zscaler Inc1.13%$1.56M
- 10. Microchip Technology Inc0.93%$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 survey
This fund is a member of a sustainable and responsible investing group, and has a posted policy on their consideration of diversity and equal employment opportunity policies and practices relating to employees, company ownership or contractors.
Combination of Positive and Restricted/Exclusionary Strategies - We have a variety of criteria that assess a company's diversity and EEO policies and involvement in diversity/EEO controversies. We also engage in shareholder advocacy aimed at improving diversity and EEO. More
US-SIF member fund managers: want to update your statement? Contact us
EXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Stance Sustainable Beta ETF
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
2
$3.01M
2.18%
Borders high risk
0
$0
0%
Total
2
$3.01M
2.18%
Holdings — 2 flagged holdings
1.
Thermo Fisher Scientific Inc
:$1.58M
1.15%
2.
Salesforce Inc
:$1.43M
1.04%
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 CHGX
Environment
Social
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