Skip to Content
Morningstar

iShares ESG MSCI USA Min Vol Factor ETF ESMV

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

Morningstar’s Analysis ESMV

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

  • People Pillar

    The People Pillar is our evaluation of the ESMV 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 ESMV’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 MSCI USA Min Vol Factor 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ESMV

More ESMV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ferguson PLC

1.75 209,460
Industrials

Texas Instruments Inc

1.72 205,498
Technology

Vertex Pharmaceuticals Inc

1.69 202,694
Healthcare

Waste Management Inc

1.68 201,166
Industrials

W.W. Grainger Inc

1.61 192,405
Industrials

Public Service Enterprise Group Inc

1.59 190,077
Utilities

Motorola Solutions Inc

1.57 187,968
Technology

Colgate-Palmolive Co

1.55 185,941
Consumer Defensive

The Travelers Companies Inc

1.54 183,926
Financial Services

Merck & Co Inc

1.53 183,494
Healthcare