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iShares Morningstar Value ETF ILCV

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

Morningstar’s Analysis ILCV

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

  • People Pillar

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

A sound investment process and strong management team underpin iShares Morningstar Value 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 cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ILCV

More ILCV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

6.17 57.1 Mil
Technology

Berkshire Hathaway Inc Class B

3.03 28.0 Mil
Financial Services

JPMorgan Chase & Co

2.33 21.5 Mil
Financial Services

Alphabet Inc Class A

2.15 19.9 Mil
Communication Services

Exxon Mobil Corp

2.11 19.5 Mil
Energy

Meta Platforms Inc Class A

1.98 18.3 Mil
Communication Services

Alphabet Inc Class C

1.93 17.9 Mil
Communication Services

Procter & Gamble Co

1.61 14.9 Mil
Consumer Defensive

UnitedHealth Group Inc

1.57 14.6 Mil
Healthcare

Johnson & Johnson

1.45 13.4 Mil
Healthcare