Morningstar

iShares Core Equity ETF Portfolio XEQT

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

Morningstar’s Analysis XEQT

Will XEQT 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares Core Equity ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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 99.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core S&P Total U.S. Stk Mktt ETF

31.08 7B
—

iShares Core S&P/TSX Cap Composite ETF

25.62 6B
—

iShares Core MSCI EAFE IMI ETF

23.92 6B
—

iShares Core S&P Total US Stock Mkt ETF

14.58 3B
—

iShares Core MSCI Emer Mkts IMI ETF

4.60 1B
—

CAD - Spendable Cash

0.18 44M
Cash and Equivalents

USD - Spendable Cash

0.02 5M
Cash and Equivalents

CAD - Other Payables/Receivables

−0.00 −1M
Cash and Equivalents

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