Ishares Esg Screened Etf Profile
| XVV Etf | USD 46.46 0.33 0.72% |
Performance15 of 100
| Odds Of DistressLess than 9
|
IShares ESG is selling for under 46.46 as of the 30th of November 2024; that is 0.72 percent increase since the beginning of the trading day. The etf's lowest day price was 46.39. IShares ESG has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for iShares ESG Screened are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. Click here to learn more.
The fund seeks to track the investment results of the SP 500 Sustainability Screened Index, which measures the performance of the large-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by SP Dow Jones Indices LLC. More on iShares ESG Screened
Moving together with IShares Etf
IShares Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Strategy ETFs, Theme ETFs, Large Blend, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2020-09-22 |
| Benchmark | S&P 500 Sustainability Screened Index (USD) |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 306.81 Million |
| Asset Type | Equity |
| Category | Strategy |
| Focus | Theme |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | The Bank of New York Mellon Corporation |
| Advisor | BlackRock Fund Advisors |
| Custodian | The Bank of New York Mellon Corporation |
| Distributor | BlackRock Investments, LLC |
| Portfolio Manager | Rachel Aguirre, Jennifer Hsui, Alan Mason, Greg Savage, Amy Whitelaw |
| Transfer Agent | The Bank of New York Mellon Corporation |
| Fiscal Year End | 31-Mar |
| Exchange | Cboe BZX Exchange, Inc. |
| Number of Constituents | 449 |
| Market Maker | Jane Street |
| Total Expense | 0.08 |
| Management Fee | 0.08 |
| Country Name | USA |
| Returns Y T D | 27.79 |
| Name | iShares ESG Screened SP 500 ETF |
| Currency Code | USD |
| Open Figi | BBG00XDJC6J4 |
| In Threey Volatility | 17.91 |
| 1y Volatility | 12.24 |
| 200 Day M A | 41.8858 |
| 50 Day M A | 44.8371 |
| Code | XVV |
| Updated At | 30th of November 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.34 |
iShares ESG Screened [XVV] is traded in USA and was established 2020-09-22. The fund is classified under Large Blend category within iShares family. The entity is thematically classified as Strategy ETFs. iShares ESG Screened at this time have 201.08 M in net assets. , while the total return for the last 3 years was 10.5%.
Check IShares ESG Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares ESG Screened Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top iShares ESG Screened Etf Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| DIS | Walt Disney | Stock | Communication Services | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology | |
| NVDA | NVIDIA | Stock | Information Technology |
IShares ESG Top Holders
| MMREX | Mainstay Esg Multi Asset | Mutual Fund | Allocation--50% to 70% Equity | |
| MMCEX | Mainstay Esg Multi Asset | Mutual Fund | Allocation--50% to 70% Equity | |
| MMAEX | Mainstay Esg Multi Asset | Mutual Fund | Allocation--50% to 70% Equity | |
| MMPEX | Mainstay Esg Multi Asset | Mutual Fund | Allocation--50% to 70% Equity | |
| MMTEX | Mainstay Esg Multi Asset | Mutual Fund | Allocation--50% to 70% Equity |
iShares ESG Screened Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares ESG. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.1162 | |||
| Jensen Alpha | 0.0034 | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0.01) |
IShares ESG Against Markets
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in iShares ESG Screened. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in real. You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.
The market value of iShares ESG Screened is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares ESG's value that differs from its market value or its book value, called intrinsic value, which is IShares ESG's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares ESG's market value can be influenced by many factors that don't directly affect IShares ESG's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares ESG's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares ESG is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares ESG's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.