Morningstar

iShares MSCI USA CTB Enhanced ESG UCITS ETF USD Inc EEDG

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

Morningstar’s Analysis EEDG

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares MSCI USA CTB Enh ESG ETF USDDist 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 EEDG

More EEDG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.90 2B
Technology

Apple Inc

7.59 2B
Technology

Microsoft Corp

5.70 2B
Technology

Amazon.com Inc

3.89 1B
Consumer Cyclical

Alphabet Inc Class A

2.99 931M
Communication Services

Broadcom Inc

2.53 788M
Technology

Alphabet Inc Class C

2.50 781M
Communication Services

Meta Platforms Inc Class A

2.36 736M
Communication Services

Micron Technology Inc

1.82 567M
Technology

Tesla Inc

1.74 544M
Consumer Cyclical

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