The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.
iShares ESG Advanced Inv Grd Corp Bd ETF ELQD
Morningstar’s Analysis ELQD
Will ELQD outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 12.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
BlackRock Cash Funds Treasury SL Agency | 2.06 | 246,093 | Cash and Equivalents |
Barclays PLC 5.5% | 1.68 | 201,210 | Corporate |
Mizuho Financial Group Inc. 4.02% | 1.61 | 193,093 | Corporate |
Sumitomo Mitsui Financial Group Inc. 3.35% | 1.58 | 188,493 | Corporate |
Apple Inc. 1.4% | 1.46 | 174,921 | Corporate |
HSBC Holdings PLC 2.8% | 1.41 | 168,360 | Corporate |
Mitsubishi UFJ Financial Group Inc. 2.05% | 1.39 | 166,792 | Corporate |
Comcast Corporation 4.15% | 1.25 | 150,092 | Corporate |
Aercap Ireland Capital DAC 3% | 1.13 | 135,230 | Corporate |
Morgan Stanley 2.24% | 0.95 | 113,450 | Corporate |