Skip to Content
Morningstar

iShares MSCI Global Sust Dev Goals ETF SDG

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis SDG

Will SDG outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SDG’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SDG management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SDG’s parent organization’s priorities and whether they’re in line with investors’ interests.

A decline in its Process Pillar rating is the primary driver of iShares MSCI Global Sust Dev Goals ETF's downgrade to a Morningstar Medalist Rating of Neutral from Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SDG

More SDG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alstom SA

6.11 17.7 Mil
Industrials

Vestas Wind Systems A/S

4.22 12.2 Mil
Industrials

Novartis AG Registered Shares

4.07 11.8 Mil
Healthcare

Umicore SA Ordinary Shares

3.84 11.1 Mil
Industrials

WH Group Ltd Shs Unitary 144A/Reg S

3.79 11.0 Mil
Consumer Defensive

Daiwa House Industry Co Ltd

3.76 10.9 Mil
Real Estate

Novo Nordisk A/S Class B

3.45 10.0 Mil
Healthcare

Amgen Inc

2.64 7.7 Mil
Healthcare

Samsung SDI Co Ltd

2.50 7.3 Mil
Technology

Essity AB Class B

2.45 7.1 Mil
Consumer Defensive