IBAT – iShares Energy Storage & Materials ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to track the investment results of STOXX Global Energy Storage and Materials Index. The index measures the performance of equity securities of companies involved in energy storage solutions aiming to support the transition to a low carbon economy, including hydrogen, fuel cells, and batteries as determined by STOXX Ltd. The fund generally will invest at least 90% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
IBAT	iShares Energy Storage & Materials ETF	ETF	Open	—	—	Mar 19, 2024	$57.66M	0.470%	—	—	$46.00M

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