iShares Edge MSCI Intl Value Factor ETF IVLU

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IVLU

Will IVLU outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares Edge MSCI Intl Value Factor ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings IVLU

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 16.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

HSBC Holdings PLC

2.22 95M
Financial Services

BNP Paribas Act. Cat.A

1.84 79M
Financial Services

Toyota Motor Corp

1.82 78M
Consumer Cyclical

Banco Santander SA

1.71 74M
Financial Services

British American Tobacco PLC

1.68 72M
Consumer Defensive

Shell PLC

1.59 68M
Energy

Siemens AG

1.48 63M
Industrials

Roche Holding AG Ordinary Shares new

1.38 59M
Healthcare

Novartis AG Registered Shares

1.35 58M
Healthcare

Barclays PLC

1.32 57M
Financial Services

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