Morningstar

iShares ESG MSCI USA Min Vol Factor ETF ESMV

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

Morningstar’s Analysis ESMV

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

  • People Pillar

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

A sound investment process and strong management team underpin iShares ESG MSCI USA Min Vol Factor ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ESMV

More ESMV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

International Business Machines Corp

1.75 225,272
Technology

Motorola Solutions Inc

1.68 216,457
Technology

Public Service Enterprise Group Inc

1.67 215,121
Utilities

Northrop Grumman Corp

1.59 205,587
Industrials

Eli Lilly and Co

1.52 196,355
Healthcare

The Travelers Companies Inc

1.50 193,739
Financial Services

W.W. Grainger Inc

1.50 193,421
Industrials

Verizon Communications Inc

1.48 191,329
Communication Services

T-Mobile US Inc

1.47 189,406
Communication Services

Vertex Pharmaceuticals Inc

1.47 189,313
Healthcare

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