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iShares Core Equity ETF XEQT

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

Morningstar’s Analysis XEQT

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

  • People Pillar

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

Designed to be cheap and ordinary.

Associate Analyst Michael Dobson

Michael Dobson

Associate Analyst

Summary

The iShares Core Allocation ETFs make good use of cheap index-tracking funds to effectively provide broad coverage of various markets. However, little contribution by BlackRock’s investment groups holds the strategies back.

by Michael Dobson
Rated on Published on

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Portfolio Holdings XEQT

More XEQT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core S&P Total US Stock Mkt ETF

44.55 1.5 Bil
—

iShares Core MSCI EAFE IMI ETF

25.07 869.4 Mil
—

iShares Core S&P/TSX Capped Compost ETF

24.84 861.2 Mil
—

iShares Core MSCI Emer Mkts IMI ETF

5.23 181.2 Mil
—

CAD - Spendable Cash

0.21 7.2 Mil
Cash and Equivalents

USD - Spendable Cash

0.11 3.8 Mil
Cash and Equivalents

CAD - Other Payables/Receivables

0.00 −18,556
Cash and Equivalents