Morningstar

Ishares Environmentally Aware Real Estate ETF ERET

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

Morningstar’s Analysis ERET

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares Environmentally Aware Rl Est 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings ERET

More ERET Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Welltower Inc

7.60 968,217
Real Estate

Prologis Inc

5.79 737,599
Real Estate

Realty Income Corp

4.98 634,927
Real Estate

Equinix Inc

4.43 564,227
Real Estate

Simon Property Group Inc

3.34 425,369
Real Estate

Digital Realty Trust Inc

2.94 374,677
Real Estate

Public Storage

2.66 339,198
Real Estate

Vivmark Residential

2.48 316,155
Real Estate

Ventas Inc

1.89 240,701
Real Estate

Goodman Group

1.86 237,569
Real Estate

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