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iShares ESG Advanced Inv Grd Corp Bd ETF ELQD

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.

A sound investment process and strong management team underpin iShares ESG Advanced Inv Grd Corp Bd ETF's 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 ELQD

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 12.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Treasury SL Agency

2.31 280,000
Cash and Equivalents

Barclays PLC 5.5%

1.65 199,671
Corporate

Banco Santander, S.A. 4.25%

1.62 195,993
Corporate

Mizuho Financial Group Inc. 4.02%

1.61 195,497
Corporate

Sumitomo Mitsui Financial Group Inc. 3.35%

1.57 190,790
Corporate

Apple Inc. 1.4%

1.44 174,941
Corporate

HSBC Holdings PLC 2.8%

1.38 166,901
Corporate

Mitsubishi UFJ Financial Group Inc. 2.05%

1.37 166,191
Corporate

Comcast Corporation 4.15%

1.26 152,667
Corporate

Aercap Ireland Capital DAC 3%

1.12 136,123
Corporate