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.
iShares Edge MSCI Intl Value Factor ETF IVLU
Morningstar’s Analysis IVLU
Will IVLU outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 |