Morningstar

iShares ESG Select Screened S&P 500 ETF XVV

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

Morningstar’s Analysis XVV

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares ESG Select Screened S&P 500 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings XVV

More XVV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.33 83M
Technology

Apple Inc

9.27 82M
Technology

Microsoft Corp

7.12 63M
Technology

Alphabet Inc Class A

3.43 30M
Communication Services

Broadcom Inc

2.80 25M
Technology

Alphabet Inc Class C

2.76 24M
Communication Services

Tesla Inc

1.92 17M
Consumer Cyclical

Eli Lilly and Co

1.86 16M
Healthcare

Berkshire Hathaway Inc Class B

1.85 16M
Financial Services

Micron Technology Inc

1.81 16M
Technology

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