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iShares ESG Advanced Inv Grd Corp Bd ETF ELQD

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

Morningstar’s Analysis ELQD

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

  • People Pillar

    The People Pillar is our evaluation of the ELQD 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 ELQD’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 Advanced Inv Grd Corp Bd ETF's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ELQD

More ELQD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Treasury SL Agency

1.68 204,343
Cash and Equivalents

Barclays PLC 5.5%

1.67 203,938
Corporate

Mizuho Financial Group Inc. 4.02%

1.60 195,094
Corporate

Sumitomo Mitsui Financial Group Inc. 3.35%

1.56 190,254
Corporate

Apple Inc. 1.4%

1.46 177,424
Corporate

Mitsubishi UFJ Financial Group Inc. 2.05%

1.39 169,519
Corporate

HSBC Holdings PLC 2.8%

1.39 169,035
Corporate

Comcast Corporation 4.15%

1.24 151,712
Corporate

Aercap Ireland Capital DAC 3%

1.13 137,292
Corporate

Morgan Stanley 2.24%

0.95 116,392
Corporate