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Morningstar

iShares ESG Aware MSCI USA Value ETF EVUS

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

Morningstar’s Analysis EVUS

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

  • People Pillar

    The People Pillar is our evaluation of the EVUS 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 EVUS’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 Aware MSCI USA Value ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable 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 EVUS

More EVUS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

3.03 164,541
Technology

JPMorgan Chase & Co

2.48 134,400
Financial Services

UnitedHealth Group Inc

2.30 124,822
Healthcare

The Home Depot Inc

1.96 106,451
Consumer Cyclical

Coca-Cola Co

1.84 99,820
Consumer Defensive

Texas Instruments Inc

1.63 88,719
Technology

Procter & Gamble Co

1.62 87,864
Consumer Defensive

Exxon Mobil Corp

1.60 86,601
Energy

Johnson & Johnson

1.50 81,307
Healthcare

Chevron Corp

1.33 72,140
Energy