iShares Global Financials ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
iShares Global Financials ETF IXG
Morningstar’s Analysis IXG
Will IXG outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 31.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Berkshire Hathaway Inc Class B | 6.57 | 46M | Financial Services |
JPMorgan Chase & Co | 5.74 | 40M | Financial Services |
Visa Inc Class A | 4.53 | 31M | Financial Services |
Mastercard Inc Class A | 3.28 | 23M | Financial Services |
Bank of America Corp | 2.14 | 15M | Financial Services |
HSBC Holdings PLC | 2.03 | 14M | Financial Services |
Royal Bank of Canada | 1.81 | 13M | Financial Services |
The Goldman Sachs Group Inc | 1.66 | 12M | Financial Services |
Wells Fargo & Co | 1.62 | 11M | Financial Services |
Mitsubishi UFJ Financial Group Inc | 1.62 | 11M | Financial Services |