INEQ – Columbia Intl Equ Income ETF – ETF Stock Quote | Morningstar

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Will INEQ outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable INEQ’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

Columbia Intl Equ Income ETF's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

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

by Morningstar Manager Research

Rated on Aug 31, 2024 Published on Aug 31, 2024

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Current Portfolio Date Oct 3, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 38.2

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Siemens AG	4.90	1.3 Mil	Industrials
SAP SE	4.54	1.2 Mil	Technology
TotalEnergies SE	4.39	1.2 Mil	Energy
BP PLC	4.19	1.1 Mil	Energy
Shell PLC	4.15	1.1 Mil	Energy
Sumitomo Mitsui Financial Group Inc	3.87	1.0 Mil	Financial Services
Tokio Marine Holdings Inc	3.31	890,572	Financial Services
ITOCHU Corp	3.22	868,354	Industrials
Hong Kong Exchanges and Clearing Ltd	2.85	767,597	Financial Services
Daiichi Sankyo Co Ltd	2.81	756,975	Healthcare

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