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iShares Global Financials ETF IXG

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IXG

Will IXG outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

iShares Global Financials ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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Portfolio Holdings IXG

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 31.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

7.44 29.6 Mil
Financial Services

JPMorgan Chase & Co

5.62 22.3 Mil
Financial Services

Visa Inc Class A

4.44 17.6 Mil
Financial Services

Mastercard Inc Class A

3.92 15.6 Mil
Financial Services

Bank of America Corp

2.53 10.1 Mil
Financial Services

Wells Fargo & Co

2.04 8.1 Mil
Financial Services

HSBC Holdings PLC

1.51 6.0 Mil
Financial Services

Royal Bank of Canada

1.40 5.5 Mil
Financial Services

S&P Global Inc

1.35 5.3 Mil
Financial Services

The Goldman Sachs Group Inc

1.32 5.2 Mil
Financial Services