Morningstar

iShares MSCI Asia ex Japan Climate Action ETF ICU

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

Morningstar’s Analysis ICU

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

  • People Pillar

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

Maintains diversified exposure to climate-conscious Asia ex-Japan equities.

Analyst Hunter Beaudoin

Hunter Beaudoin

Analyst

Summary

iShares MSCI Asia ex Japan Climate Action offers exposure to a broad portfolio of companies in the Asia ex-Japan region that are assessed to be best positioned for climate transition relative to sector peers. Following a recent index methodology update, the strategy should become more representative of the investment opportunity set available to its category peers over the long term, though it is still early days.

by Hunter Beaudoin
Rated on Published on

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Portfolio Holdings ICU

More ICU Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

19.00 103M
Technology

TWD/USD Purchased

7.97 43M
Derivative

SK hynix Inc

6.54 36M
Technology

TWD - Spendable Cash

5.82 32M
Cash and Equivalents

Samsung Electronics Co Ltd

5.75 31M
Technology

KRW/USD Purchased

4.44 24M
Derivative

Tencent Holdings Ltd

4.43 24M
Communication Services

HKD/USD Purchased

4.03 22M
Derivative

KRW - Spendable Cash

3.18 17M
Cash and Equivalents

HKD - Spendable Cash

3.18 17M
Cash and Equivalents

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