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ACWI - ETF AI Analysis
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iShares MSCI ACWI ETF (ACWI)
Rating:67Neutral
Price Target:―
Positive Factors
Broad Global Diversification
The ETF holds companies from many countries and sectors, which helps spread risk across the global stock market.
Large Asset Base
With a very high level of assets under management, the fund appears well-established and likely benefits from strong liquidity for investors trading shares.
Recent Positive Performance
The fund has shown steady gains over the past month, three months, and year to date, indicating generally supportive market conditions for its holdings.
Negative Factors
Heavy U.S. Concentration
More than half of the portfolio is invested in U.S. stocks, so performance is heavily tied to the U.S. market.
Tech Sector Tilt
Technology is the largest sector weighting, which can increase sensitivity to swings in tech stock sentiment.
Weakness in Several Top Holdings
Some of the largest positions, including major technology names, have shown weak year-to-date performance, which can drag on the fund’s overall returns.
ACWI vs. SPDR S&P 500 ETF (SPY)
AUM27.34B
RegionGlobal
Expense Ratio0.32%
Beta0.90
IssueriShares
Inception DateMar 26, 2008
Dividend Yield1.49%
Asset ClassEquity
Index TrackedMSCI AC World
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume5,356,099
30 Day Avg. Volume4,157,559
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
172.02Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering1730
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ACWI Summary
The iShares MSCI ACWI ETF (ACWI) is a fund that aims to track the MSCI All Country World Index, giving you one-stop access to stocks from both the U.S. and many international markets. It holds large and mid-sized companies across many sectors, including big names like Apple and Microsoft. Someone might invest in ACWI to get instant global diversification and use it as a core, long-term holding instead of picking individual countries or stocks. A key risk is that it can rise or fall with global stock markets, and it is especially influenced by large U.S. tech companies.
How much will it cost me?The iShares MSCI ACWI ETF has an expense ratio of 0.32%, which means you’ll pay $3.20 per year for every $1,000 invested. This is lower than average for actively managed funds but slightly higher than many passively managed ETFs, as it provides broad global exposure to both developed and emerging markets.
What would affect this ETF?The iShares MSCI ACWI ETF could benefit from global economic growth, particularly in technology and consumer sectors, as its top holdings include major tech companies like Nvidia, Apple, and Microsoft. However, it may face challenges from rising interest rates, which can negatively impact growth stocks, and geopolitical tensions or regulatory changes in key markets, especially in emerging economies. Its broad exposure to global equities provides diversification but also makes it sensitive to worldwide economic and sector-specific trends.
ACWI Top 10 Holdings
ACWI’s story is all about Big Tech and global reach, with U.S. giants setting the tone. Nvidia, Amazon, and Alphabet are the main engines, with Alphabet in particular giving the fund a lift as its AI and cloud bets gain traction. Eli Lilly is another bright spot, quietly adding some health care strength. On the flip side, Apple, Microsoft, Meta, and Tesla have been losing steam lately, acting as a drag. Overall, the ETF leans heavily toward technology and communication services, but still spreads its bets across worldwide markets.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 4.72% | $1.29B | $4.62T | 40.48% | 76 Outperform | |
| Apple | 4.18% | $1.14B | $4.04T | 14.06% | 79 Outperform | |
| Microsoft | 3.01% | $821.86M | $3.00T | -1.50% | 79 Outperform | |
| Amazon | 2.05% | $559.26M | $2.19T | -11.41% | 71 Outperform | |
| Alphabet Class A | 1.91% | $522.02M | $3.76T | 67.06% | 85 Outperform | |
| Alphabet Class C | 1.61% | $438.95M | $3.76T | 65.71% | 82 Outperform | |
| Broadcom | 1.57% | $430.39M | $1.63T | 45.36% | 76 Outperform | |
| Meta Platforms | 1.50% | $409.75M | $1.69T | -8.22% | 76 Outperform | |
| Tesla | 1.24% | $338.67M | $1.61T | 20.32% | 73 Outperform | |
| JPMorgan Chase | 0.90% | $246.14M | $846.13B | 12.48% | 72 Outperform |
ACWI Technical Analysis
Positive
―
Price Trends
143.34
Positive
140.73
Positive
133.77
Positive
Market Momentum
1.00
Negative
61.49
Neutral
89.27
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ACWI, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 145.58, equal to the 50-day MA of 143.34, and equal to the 200-day MA of 133.77, indicating a bullish trend. The MACD of 1.00 indicates Negative momentum. The RSI at 61.49 is Neutral, neither overbought nor oversold. The STOCH value of 89.27 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ACWI.
ACWI Peer Comparison
Comparison Results
Performance Comparison
ACWI
iShares MSCI ACWI ETF
147.71
26.11
21.47%
JGLO
JPMorgan Global Select Equity ETF
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CGDG
Capital Group Dividend Growers ETF
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ACWV
iShares MSCI Global Min Vol Factor ETF
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BDYN
iShares Dynamic Equity Active ETF
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CGGE
Capital Group Global Equity ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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