iShares ESG Optd MSCI USA Min Vol FacETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
iShares ESG Optimized MSCI USA Min Vol Factor ETF ESMV
Morningstar’s Analysis ESMV
Will ESMV outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the ESMV 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 ESMV’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 15.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Palo Alto Networks Inc | 1.68 | 125,687 | Technology |
ServiceNow Inc | 1.58 | 117,960 | Technology |
Cisco Systems Inc | 1.56 | 116,896 | Technology |
Marvell Technology Inc | 1.49 | 111,711 | Technology |
Microsoft Corp | 1.48 | 110,834 | Technology |
Merck & Co Inc | 1.47 | 110,402 | Healthcare |
The Travelers Companies Inc | 1.47 | 110,080 | Financial Services |
Applied Materials Inc | 1.43 | 107,363 | Technology |
Verizon Communications Inc | 1.41 | 105,395 | Communication Services |
Welltower Inc | 1.41 | 105,327 | Real Estate |
United States