Ishares Esg Screened Etf Profile
| XJR Etf | USD 43.18 0.02 0.05% |
Performance4 of 100
| Odds Of DistressLess than 9
|
IShares ESG is selling at 43.18 as of the 21st of November 2024; that is 0.05 percent decrease since the beginning of the trading day. The etf's lowest day price was 42.89. IShares ESG has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat insignificant performance during the last 90 days. Equity ratings for iShares ESG Screened are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 22nd of October 2024 and ending today, the 21st of November 2024. Click here to learn more.
The fund seeks to track the investment results of the underlying index, which measures the performance of the small-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by SP Dow Jones Indices LLC. More on iShares ESG Screened
Moving together with IShares Etf
| 0.96 | VB | Vanguard Small Cap | PairCorr |
| 0.99 | IJR | iShares Core SP | PairCorr |
| 0.98 | IWM | iShares Russell 2000 | PairCorr |
| 0.98 | VRTIX | Vanguard Russell 2000 | PairCorr |
| 0.98 | VTWO | Vanguard Russell 2000 | PairCorr |
| 0.97 | FNDA | Schwab Fundamental Small | PairCorr |
Moving against IShares Etf
IShares Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Strategy ETFs, Theme ETFs, Small Blend, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2020-09-22 |
| Benchmark | S&P SmallCap 600 Sustainability Screened Index (USD) |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 92.86 Million |
| Asset Type | Equity |
| Category | Strategy |
| Focus | Theme |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | The Bank of New York Mellon Corporation |
| Advisor | BlackRock Fund Advisors |
| Custodian | The Bank of New York Mellon Corporation |
| Distributor | BlackRock Investments, LLC |
| Portfolio Manager | Rachel Aguirre, Jennifer Hsui, Alan Mason, Greg Savage, Amy Whitelaw |
| Transfer Agent | The Bank of New York Mellon Corporation |
| Fiscal Year End | 31-Mar |
| Exchange | Cboe BZX Exchange, Inc. |
| Number of Constituents | 613 |
| Market Maker | Jane Street |
| Total Expense | 0.12 |
| Management Fee | 0.12 |
| Country Name | USA |
| Returns Y T D | 13.95 |
| Name | iShares ESG Screened SP Small-Cap ETF |
| Currency Code | USD |
| Open Figi | BBG00XDJFM42 |
| In Threey Volatility | 22.13 |
| 1y Volatility | 20.85 |
| 200 Day M A | 39.4126 |
| 50 Day M A | 41.8386 |
| Code | XJR |
| Updated At | 21st of November 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.02 |
iShares ESG Screened [XJR] is traded in USA and was established 2020-09-22. The fund is classified under Small Blend category within iShares family. The entity is thematically classified as Strategy ETFs. iShares ESG Screened at this time have 35.21 M in net assets. , while the total return for the last 3 years was 2.7%.
Check IShares ESG 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 ESG Screened 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.
iShares ESG Screened Currency Exposure
iShares ESG Screened holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of IShares ESG will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in iShares ESG Screened.
Top iShares ESG Screened Etf Constituents
| MTH | Meritage | Stock | Consumer Discretionary | |
| YETI | YETI Holdings | Stock | Consumer Discretionary | |
| UFPI | Ufp Industries | Stock | Industrials | |
| SSD | Simpson Manufacturing | Stock | Industrials | |
| SAIA | Saia Inc | Stock | Industrials | |
| PRLB | Proto Labs | Stock | Industrials | |
| POWI | Power Integrations | Stock | Information Technology | |
| OMCL | Omnicell | Stock | Health Care |
iShares ESG Screened 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 ESG. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.0713 | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.05) | |||
| Sortino Ratio | 0.0292 |
IShares ESG Against Markets
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in iShares ESG Screened. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in inflation. You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.
The market value of iShares ESG Screened 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 ESG's value that differs from its market value or its book value, called intrinsic value, which is IShares ESG'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 ESG's market value can be influenced by many factors that don't directly affect IShares ESG'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 ESG's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares ESG is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares ESG'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.