Skip to Content
Morningstar

iShares Morningstar Value ETF ILCV

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

Morningstar’s Analysis ILCV

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

  • People Pillar

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

A sound investment process and strong management team underpin iShares Morningstar Value ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ILCV

More ILCV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

3.43 30.8 Mil
Financial Services

JPMorgan Chase & Co

2.52 22.6 Mil
Financial Services

Exxon Mobil Corp

2.21 19.9 Mil
Energy

Meta Platforms Inc Class A

2.02 18.2 Mil
Communication Services

Procter & Gamble Co

1.75 15.7 Mil
Consumer Defensive

Broadcom Inc

1.73 15.6 Mil
Technology

Johnson & Johnson

1.66 14.9 Mil
Healthcare

Alphabet Inc Class A

1.63 14.7 Mil
Communication Services

The Home Depot Inc

1.54 13.9 Mil
Consumer Cyclical

Alphabet Inc Class C

1.48 13.3 Mil
Communication Services