Morningstar

iShares MSCI Intl Momentum Factor ETF IMTM

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

Morningstar’s Analysis IMTM

Will IMTM outperform in the 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 IMTM’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Dynamic and volatile.

Associate Director Daniel Sotiroff

Daniel Sotiroff

Associate Director

Summary

IShares MSCI International Momentum Factor ETF should outperform many of its Morningstar Category peers over the long run, but be prepared for a bumpy ride.

by Daniel Sotiroff
Rated on Published on

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Portfolio Holdings IMTM

More IMTM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ASML Holding NV

5.62 227M
Technology

HSBC Holdings PLC

2.85 115M
Financial Services

Royal Bank of Canada

2.57 104M
Financial Services

The Toronto-Dominion Bank

2.01 81M
Financial Services

Novartis AG Registered Shares

1.92 78M
Healthcare

Roche Holding AG Ordinary Shares new

1.88 76M
Healthcare

Banco Santander SA

1.61 65M
Financial Services

TotalEnergies SE

1.61 65M
Energy

Shell PLC

1.52 62M
Energy

Kioxia Holdings Corp Ordinary Shares

1.48 60M
Technology

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