iShares FinTech Active ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
iShares FinTech Active ETF BPAY
Morningstar’s Analysis BPAY
Will BPAY outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the BPAY 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 BPAY’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 38.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Sezzle Inc | 4.35 | 361,367 | Financial Services |
Etoro Group Ltd Ordinary Shares - Class A | 4.30 | 357,134 | Financial Services |
Klarna Group PLC | 4.27 | 355,003 | Financial Services |
Capital One Financial Corp | 3.92 | 325,773 | Financial Services |
Chime Financial Inc Ordinary Shares - Class A | 3.89 | 322,882 | Technology |
Global Payments Inc | 3.89 | 322,845 | Industrials |
Affirm Holdings Inc Ordinary Shares - Class A | 3.78 | 313,799 | Financial Services |
LendingClub Corp | 3.71 | 308,600 | Financial Services |
Robinhood Markets Inc Class A | 3.53 | 293,624 | Financial Services |
Block Inc Class A | 3.18 | 263,788 | Technology |
United States