Morningstar

iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU

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

Morningstar’s Analysis LCTU

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares US Carb Trnstn Rdnss Awr Act ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LCTU

More LCTU Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.72 92M
Technology

Apple Inc

7.35 87M
Technology

Microsoft Corp

5.14 61M
Technology

Amazon.com Inc

3.20 38M
Consumer Cyclical

Alphabet Inc Class A

2.37 28M
Communication Services

Meta Platforms Inc Class A

2.25 27M
Communication Services

Broadcom Inc

1.93 23M
Technology

Alphabet Inc Class C

1.82 22M
Communication Services

Tesla Inc

1.52 18M
Consumer Cyclical

Eli Lilly and Co

1.44 17M
Healthcare

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