Ishares Msci Usa Etf Profile

QUAL Etf  USD 182.75  0.67  0.37%   

Performance

5 of 100

 
Weak
 
Strong
Modest

Odds Of Distress

Less than 9

 
High
 
Low
Low
IShares MSCI is selling for 182.75 as of the 24th of November 2024. This is a 0.37 percent increase since the beginning of the trading day. The etf's lowest day price was 182.04. IShares MSCI has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat modest performance during the last 90 days. Equity ratings for iShares MSCI USA are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of September 2024 and ending today, the 24th of November 2024. Click here to learn more.
The fund generally will invest at least 90 percent of its assets in the component securities of the underlying index and may invest up to 10 percent of its assets in certain futures, options and swap contracts, cash and cash equivalents. USA Quality is traded on BATS Exchange in the United States.. More on iShares MSCI USA

Moving together with IShares Etf

  0.95VTI Vanguard Total StockPairCorr
  0.96SPY SPDR SP 500 Aggressive PushPairCorr
  0.96IVV iShares Core SPPairCorr
  0.96VIG Vanguard DividendPairCorr
  0.96VV Vanguard Large CapPairCorr
  0.95RSP Invesco SP 500PairCorr

Moving against IShares Etf

  0.75VIIX VIIXPairCorr
  0.74YCL ProShares Ultra YenPairCorr
  0.72FXY Invesco CurrencySharesPairCorr
  0.68ULE ProShares Ultra EuroPairCorr

IShares Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationAustralia All Ordinaries, Broad Equity ETFs, Strategy ETFs, Large Blend, iShares (View all Sectors)
IssueriShares
Inception Date2013-06-16
BenchmarkMSCI USA Sector Neutral Quality Index
Entity TypeRegulated Investment Company
Asset Under Management53.9 Billion
Average Trading Valume1 Million
Asset TypeEquity
CategoryBroad Equity
FocusStrategy
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorState Street Bank and Trust Company
AdvisorBlackRock Fund Advisors
CustodianState Street Bank and Trust Company
DistributorBlackRock Investments, LLC
Portfolio ManagerJennifer Hsui, Paul Whitehead, Greg Savage, Amy Whitelaw
Transfer AgentState Street Bank and Trust Company
Fiscal Year End31-Jul
ExchangeCboe BZX Exchange, Inc.
Number of Constituents128
Market MakerSusquehanna
Total Expense0.15
Management Fee0.15
Country NameUSA
Returns Y T D25.12
NameiShares MSCI USA Quality Factor ETF
Currency CodeUSD
Open FigiBBG004TRTWV4
In Threey Volatility18.26
1y Volatility12.26
200 Day M A169.93
50 Day M A180.16
CodeQUAL
Updated At24th of November 2024
Currency NameUS Dollar
iShares MSCI USA [QUAL] is traded in USA and was established 2013-07-16. The fund is listed under Large Blend category and is part of iShares family. The entity is thematically classified as Broad Equity ETFs. iShares MSCI USA at this time have 16.41 B in assets. , while the total return for the last 3 years was 9.6%.
Check IShares MSCI Probability Of Bankruptcy

Geographic Allocation (%)

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares MSCI USA Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top iShares MSCI USA Etf Constituents

ITWIllinois Tool WorksStockIndustrials
MCOMoodysStockFinancials
BLKBlackRockStockFinancials
AAPLApple IncStockInformation Technology
BKNGBooking HoldingsStockConsumer Discretionary
GILDGilead SciencesStockHealth Care
SPGISP GlobalStockFinancials
NKENike IncStockConsumer Discretionary
More Details

IShares MSCI Top Holders

PWRCXPower Income FundMutual FundNontraditional Bond
HASIXHorizon Active AssetMutual FundTactical Allocation
ARANXHorizon Active RiskMutual FundTactical Allocation
ACRIXHorizon Active RiskMutual FundTactical Allocation
AAANXHorizon Active AssetMutual FundTactical Allocation
PWRIXPower Income FundMutual FundNontraditional Bond
HASAXHorizon Active AssetMutual FundTactical Allocation
XQLTiShares MSCI USAEtfCA Etf
More Details

iShares MSCI USA Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares MSCI. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

IShares MSCI Against Markets

When determining whether iShares MSCI USA is a strong investment it is important to analyze IShares MSCI's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact IShares MSCI's future performance. For an informed investment choice regarding IShares Etf, refer to the following important reports:
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in iShares MSCI USA. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in nation.
You can also try the Economic Indicators module to top statistical indicators that provide insights into how an economy is performing.
The market value of iShares MSCI USA is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares MSCI's value that differs from its market value or its book value, called intrinsic value, which is IShares MSCI's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares MSCI's market value can be influenced by many factors that don't directly affect IShares MSCI's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares MSCI's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares MSCI is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares MSCI's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.