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iShares® ESG Screened S&P Small-Cap ETF XJR

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis XJR

Will XJR outperform in future?

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

A sound investment process and strong management team underpin iShares ® ESG Screened S&P Small-Cap ETF's Morningstar Medalist Rating of Gold.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings XJR

  • Current Portfolio Date
  • Equity Holdings 536
  • Bond Holdings 0
  • Other Holdings 6
  • % Assets in Top 10 Holdings 6.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Treasury SL Agency

2.34
1,403,624
Cash and Equivalents
0.78
470,746
Technology
0.76
458,509
Consumer Defensive
0.76
452,883
Technology
0.75
449,536
Industrials
0.68
409,498
Healthcare
0.67
403,090
Technology
0.60
362,048
Industrials
0.60
361,860
Consumer Cyclical