The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.
iShares Edge MSCI Intl Value Factor ETF IVLU
Morningstar’s Analysis IVLU
Will IVLU outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 18.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
British American Tobacco PLC | 2.57 | 46.3 Mil | Consumer Defensive |
Novartis AG Registered Shares | 2.32 | 41.7 Mil | Healthcare |
Sanofi SA | 2.20 | 39.7 Mil | Healthcare |
HSBC Holdings PLC | 2.10 | 37.8 Mil | Financial Services |
Roche Holding AG | 2.09 | 37.7 Mil | Healthcare |
Toyota Motor Corp | 1.84 | 33.1 Mil | Consumer Cyclical |
Shell PLC | 1.73 | 31.1 Mil | Energy |
Banco Santander SA | 1.37 | 24.6 Mil | Financial Services |
TotalEnergies SE | 1.17 | 21.1 Mil | Energy |
Mitsubishi Corp | 1.16 | 20.9 Mil | Industrials |