TrueShares ESG Active Opportunities ETF
ECOZ
New York Stock Exchange Arca- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- United States of America
- IPO Date
- Feb 28, 2020
- CIK
- 0001683471
- Similar Companies
- Business
- TrueShares ESG Active Opportunities ETF (ECOZ) is an actively managed exchange-traded fund that seeks to provide investment results corresponding to the price and yield performance, before fees and expenses, of the TrueShares Global ESG Active Opportunities Index. The fund invests primarily in equity securities of companies that meet specific environmental, social, and governance (ESG) criteria, including sustainable practices in climate change mitigation, resource efficiency, and ethical governance; it employs a proprietary quantitative model to select holdings from global developed and emerging markets, focusing on small-, mid-, and large-cap stocks with strong ESG scores and positive momentum. Core offerings encompass ESG-screened equities across sectors such as technology, healthcare, industrials, and consumer discretionary; low-carbon transition leaders; and companies demonstrating superior social impact metrics like diversity and community engagement, with portfolio construction emphasizing risk-adjusted returns through active rebalancing and exclusion of controversial industries including tobacco, weapons, and fossil fuels. Headquartered in the United States and founded in 2020 by TrueShares Investments, LLC, ECOZ operates globally with exposure to U.S., European, Asian, and emerging market equities, targeting institutional and retail investors seeking ESG-aligned growth opportunities. The fund serves diverse customer segments including sustainable investment advisors, pension funds, and individual portfolios prioritizing alpha generation alongside ethical standards. It maintains a flexible structure without rigid sector caps, allowing adaptation to evolving ESG trends and market dynamics. In recent developments, TrueShares Investments announced enhancements to the fund's methodology in late 2024, incorporating advanced AI-driven ESG scoring to improve alpha capture amid rising regulatory pressures on sustainability disclosures; the firm also expanded distribution partnerships with major platforms like Charles Schwab and Fidelity in Q3 2025 to broaden retail access. No significant acquisitions or funding rounds were reported in the past 1-2 years, though TrueShares continues strategic alliances with ESG data providers such as MSCI and Sustainalytics for refined analytics. These updates reflect ongoing operational refinements to align with global net-zero commitments and heightened investor demand for verifiable impact investing.