Morningstar

iShares Environmentally Aware Rl Est ETF ERET

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

Morningstar’s Analysis ERET

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

  • People Pillar

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

A sound investment process and strong management team underpin iShares Environmentally Aware Rl Est 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 ERET

More ERET Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

5.33 550,402
Real Estate

Realty Income Corp

4.68 483,714
Real Estate

Welltower Inc

3.62 374,065
Real Estate

Equinix Inc

3.62 373,509
Real Estate

Public Storage

3.34 344,937
Real Estate

Simon Property Group Inc

2.85 294,678
Real Estate

Digital Realty Trust Inc

2.36 243,610
Real Estate

Goodman Group

2.14 221,480
Real Estate

Extra Space Storage Inc

2.14 221,245
Real Estate

VICI Properties Inc Ordinary Shares

1.95 200,978
Real Estate

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