iShares MSCI World UCITS ETF USD (Dist) IDWR

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IDWR

Will IDWR outperform in the future?

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

Analyst Eugene Gorbatikov

Eugene Gorbatikov

Analyst

Summary

This broad and well-diversified fund is a sensible option to hold during a full market cycle. IShares Core MSCI World ETF offers a strong passive approach to global equity investing, providing exposure to large-cap stocks across 23 developed markets that together represent about 85% of the developed-market universe. The fund has historically delivered strong performance, consistently outperforming the majority of its category peers despite its relatively high expense ratio. The challenges faced by active managers in the highly efficient US market, which accounts for roughly two-thirds of the global equity space, have further underscored the advantages of passive funds like this one.

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Portfolio Holdings IDWR

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

5.90 558M
Technology

Apple Inc

5.38 509M
Technology

Microsoft Corp

4.01 379M
Technology

Amazon.com Inc

2.67 253M
Consumer Cyclical

Alphabet Inc Class A

2.21 209M
Communication Services

Broadcom Inc

1.76 167M
Technology

Meta Platforms Inc Class A

1.76 166M
Communication Services

Alphabet Inc Class C

1.75 165M
Communication Services

Micron Technology Inc

1.33 126M
Technology

Tesla Inc

1.16 110M
Consumer Cyclical

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