iShares ESG Select Scrn S&P Small-CapETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
iShares ESG Select Screened S&P Small-Cap ETF XJR
Morningstar’s Analysis XJR
Will XJR outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the XJR 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 XJR’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 6.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
BlackRock Cash Funds Treasury SL Agency | 1.40 | 2M | Cash and Equivalents |
Semtech Corp | 0.96 | 1M | Technology |
Sanmina Corp | 0.95 | 1M | Technology |
Viavi Solutions Inc | 0.76 | 1M | Technology |
Viasat Inc | 0.63 | 871,660 | Technology |
Element Solutions Inc | 0.62 | 865,723 | Basic Materials |
FormFactor Inc | 0.62 | 864,164 | Technology |
Lumen Technologies Inc Ordinary Shares | 0.58 | 803,112 | Communication Services |
Qorvo Inc | 0.57 | 792,039 | Technology |
Powell Industries Inc | 0.56 | 773,707 | Industrials |
United States