Morningstar

iShares Breakthrough Envirtl Sol ETF ETEC

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

Morningstar’s Analysis ETEC

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

  • People Pillar

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

A sound investment process and strong management team underpin iShares Breakthrough Envirtl Sol 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 cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ETEC

More ETEC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

YASKAWA Electric Corp

6.08 222,752
Industrials

BorgWarner Inc

5.89 215,637
Consumer Cyclical

Samsung SDI Co Ltd

5.60 204,923
Industrials

Voltronic Power Technology Corp

5.59 204,834
Industrials

Kurita Water Industries Ltd

5.46 200,024
Industrials

Universal Display Corp

5.29 193,608
Technology

Johnson Matthey PLC

4.29 157,215
Basic Materials

Tesla Inc

3.87 141,653
Consumer Cyclical

XPeng Inc Class A

3.78 138,228
Consumer Cyclical

First Solar Inc

3.64 133,326
Technology

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