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iShares ESG Advanced Inv Grd Corp Bd ETF ELQD

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

Morningstar’s Analysis ELQD

Will ELQD 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 ELQD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ELQD 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 ELQD’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin iShares ESG Advanced Inv Grd Corp Bd ETF's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ELQD

More ELQD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Barclays PLC 5.5%

1.69 198,957
Corporate

Banco Santander, S.A. 4.25%

1.63 191,300
Corporate

Mizuho Financial Group Inc. 4.02%

1.62 190,809
Corporate

Sumitomo Mitsui Financial Group Inc. 3.35%

1.62 189,958
Corporate

Apple Inc. 1.4%

1.47 172,709
Corporate

HSBC Holdings PLC 2.8%

1.40 164,938
Corporate

Mitsubishi UFJ Financial Group Inc. 2.05%

1.39 163,792
Corporate

Comcast Corporation 4.15%

1.26 147,844
Corporate

Aercap Ireland Capital DAC 3%

1.15 135,093
Corporate

BlackRock Cash Funds Treasury SL Agency

1.02 120,000
Cash and Equivalents