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iShares® ESG Screened S&P 500 ETF XVV

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis XVV

Will XVV 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 500 ETF's Morningstar Medalist Rating of Silver.

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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 XVV

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 38.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.70 19.7 Mil
Technology

Apple Inc

7.60 19.4 Mil
Technology

NVIDIA Corp

7.01 17.9 Mil
Technology

Amazon.com Inc

3.96 10.1 Mil
Consumer Cyclical

Alphabet Inc Class A

2.46 6.3 Mil
Communication Services

Meta Platforms Inc Class A

2.45 6.3 Mil
Communication Services

Alphabet Inc Class C

2.06 5.3 Mil
Communication Services

Berkshire Hathaway Inc Class B

1.88 4.8 Mil
Financial Services

Broadcom Inc

1.65 4.2 Mil
Technology

Tesla Inc

1.63 4.2 Mil
Consumer Cyclical