Invesco MSCI North America Climate ETF

Invesco Exchange-Traded Fund Trust II

U.S. equity index ETF
$2.26B NAV
280 positions · as of 2026-05-31 · filed 2026-07-30

Fund classification

Classified from what the fund holds · as of 2026 Q2

Invesco MSCI North America Climate ETF is a U.S. equity index ETF that tracks the MSCI Global Climate 500 North America Selection Index. 22% of Invesco MSCI North America Climate ETF’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 96% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Index (passive)
Fund type
ETF
Features
Non-diversified

Fund profile

As filed in the prospectus · 2025 Q4

The Invesco MSCI North America Climate ETF (the Fund) seeks to track the investment results (before fees and expenses) of the MSCI Global Climate 500 North America Selection Index (the Underlying Index).

Strategy · summarised

The fund tracks the MSCI Global Climate 500 North America Selection Index using full replication, holding all 281 constituent securities of mid- and large-cap U.S. and Canadian companies weighted by their index proportions. The index selects companies that meet environmental and climate criteria, including exclusions for tobacco, controversial weapons, nuclear weapons, thermal coal mining, and thermal coal-based power generation, along with screening for severe ESG controversies and requirements for annual greenhouse gas emissions reductions of at least 10% relative to sales and 7% relative to enterprise value. Because the fund is non-diversified, it is not required to meet diversification requirements under the Investment Company Act of 1940, and concentration in any single industry may exceed typical limits to the extent the index itself concentrates.

Expenses
0.09%one share class
Share classExpense ratio
C0002554220.09%

Portfolio turnover 6.00% · as of 2025 Q4

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

103.33%
of net assets
Stocks102.75%
Cash & short-term0.58%

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Information Technology37.6%
Financials11.2%
Communication Services10.1%
Consumer Discretionary9.3%
9 smaller31.8%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
22%of stock holdings in top-quartile growers
covering 96% of the fund’s equity
Earnings growth
28%of stock holdings in top-quartile growers
covering 90% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 1 new2 exited

New: Thomson Reuters Corp.

Exited: Coterra Energy Inc., Thomson Reuters Corp.

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+31.22%
3-year
17 of 36 months
5-year
17 of 60 months
Volatility
13.40%
Worst 3-yr fall
Cumulative return· Dec 2024 – Apr 2026

May 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
NVIDIA Corp.NVDA7.60%$171.67M
Apple Inc.AAPL6.86%$154.87M
Microsoft Corp.MSFT4.72%$106.68M
Amazon.com, Inc.AMZN3.85%$87.03M
Alphabet Inc.GOOGL3.55%$80.12M
Broadcom Inc.AVGO2.98%$67.35M
Alphabet Inc.GOOG2.48%$56.11M
Meta Platforms, Inc.META2.06%$46.52M
Tesla, Inc.TSLA1.83%$41.43M
Micron Technology, Inc.MU1.72%$38.92M
Showing 10 of 280Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-05-31 — not a live quote, and not what the fund paid.

Top 10 positions are 37.66% of net assets, top 25 50.83%, across 279 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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