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Morningstar

iShares Global Financials ETF IXG

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

Morningstar’s Analysis IXG

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

  • People Pillar

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

iShares Global Financials ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IXG

More IXG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

7.49 29.5 Mil
Financial Services

JPMorgan Chase & Co

5.59 22.1 Mil
Financial Services

Visa Inc Class A

4.37 17.2 Mil
Financial Services

Mastercard Inc Class A

3.84 15.2 Mil
Financial Services

Bank of America Corp

2.66 10.5 Mil
Financial Services

Wells Fargo & Co

2.21 8.7 Mil
Financial Services

HSBC Holdings PLC

1.60 6.3 Mil
Financial Services

Royal Bank of Canada

1.40 5.5 Mil
Financial Services

The Goldman Sachs Group Inc

1.39 5.5 Mil
Financial Services

American Express Co

1.37 5.4 Mil
Financial Services