IEDI – iShares U.S. Consumer Focused ETF – ETF Stock Quote

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 IEDI’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

Morningstar Manager Research

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research

Rated on Aug 31, 2024 Published on Aug 31, 2024

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Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
The Home Depot Inc	12.70	3.0 Mil	Consumer Cyclical
Costco Wholesale Corp	8.54	2.0 Mil	Consumer Defensive
Walmart Inc	7.77	1.8 Mil	Consumer Defensive
Amazon.com Inc	7.73	1.8 Mil	Consumer Cyclical
Lowe's Companies Inc	4.36	1.0 Mil	Consumer Cyclical
TJX Companies Inc	4.03	940,468	Consumer Cyclical
Chipotle Mexican Grill Inc	3.34	779,399	Consumer Cyclical
O'Reilly Automotive Inc	2.46	572,861	Consumer Cyclical
Ross Stores Inc	2.05	477,616	Consumer Cyclical
Target Corp	2.05	477,147	Consumer Defensive

iShares U.S. Consumer Focused ETF IEDI