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Morningstar

iShares Climate Conscious &TrnMSCIUSAETF USCL

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

Morningstar’s Analysis USCL

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

  • People Pillar

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

A sound investment process and strong management team underpin iShares Climate Conscious& TrnMSCIUSAETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings USCL

More USCL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.79 132.1 Mil
Technology

Amazon.com Inc

5.36 104.3 Mil
Consumer Cyclical

Microsoft Corp

4.76 92.7 Mil
Technology

Apple Inc

3.98 77.4 Mil
Technology

Meta Platforms Inc Class A

3.10 60.4 Mil
Communication Services

Alphabet Inc Class A

2.86 55.7 Mil
Communication Services

Alphabet Inc Class C

2.52 49.0 Mil
Communication Services

Eli Lilly and Co

1.84 35.7 Mil
Healthcare

Broadcom Inc

1.76 34.2 Mil
Technology

JPMorgan Chase & Co

1.70 33.2 Mil
Financial Services