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Morningstar

iShares MSCI Global Sust Dev Goals ETF SDG

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

Morningstar’s Analysis SDG

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

  • People Pillar

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

Strength in iShares MSCI Global Sust Dev Goals ETF's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

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 SDG

More SDG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AstraZeneca PLC

4.24 10.7 Mil
Healthcare

Daiwa House Industry Co Ltd

4.00 10.0 Mil
Real Estate

WH Group Ltd Shs Unitary 144A/Reg S

3.83 9.6 Mil
Consumer Defensive

Vestas Wind Systems A/S

3.75 9.4 Mil
Industrials

Alstom SA

3.52 8.8 Mil
Industrials

Umicore SA Ordinary Shares

3.08 7.7 Mil
Industrials

Li Auto Inc Ordinary Shares - Class A

3.06 7.7 Mil
Consumer Cyclical

Novartis AG Registered Shares

3.01 7.6 Mil
Healthcare

Novo Nordisk A/S Class B

2.91 7.3 Mil
Healthcare

East Japan Railway Co

2.90 7.3 Mil
Industrials