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ACWI - ETF AI Analysis
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iShares MSCI ACWI ETF (ACWI)
Rating:68Neutral
Price Target:
$152.00
Positive Factors
Strong Top Holdings
Several of the ETF's largest positions, including Nvidia, Broadcom, and Alphabet, have delivered strong year-to-date performance, driving overall returns.
Global Diversification
The ETF provides exposure to companies across multiple countries, reducing reliance on any single geographic region.
Reasonable Expense Ratio
The ETF charges a relatively low expense ratio, making it cost-effective compared to many actively managed funds.
Negative Factors
Heavy U.S. Concentration
With over 67% of its holdings in U.S. companies, the ETF is heavily exposed to the performance of the U.S. market.
Sector Imbalance
Technology accounts for over 25% of the portfolio, making the fund vulnerable to downturns in this sector.
Mixed Performance Among Holdings
While some top holdings have performed well, others like Amazon and Apple have shown weaker year-to-date gains, potentially limiting upside.
ACWI vs. SPDR S&P 500 ETF (SPY)
AUM23.65B
RegionGlobal
Expense Ratio0.32%
Beta0.91
IssueriShares
Inception DateMar 26, 2008
Dividend Yield1.45%
Asset ClassEquity
Index TrackedMSCI AC World
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,880,520
30 Day Avg. Volume2,870,859
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
158.41Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering2239
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ACWI Summary
The iShares MSCI ACWI ETF (ticker: ACWI) is a fund that lets you invest in stocks from all over the world, including both developed and emerging markets. It follows the MSCI All Country World Index, which includes companies like Apple and Nvidia, and covers sectors such as technology, finance, and healthcare. This ETF is a great choice for someone looking to diversify their portfolio globally and gain exposure to a wide range of industries and regions. However, new investors should know that its performance can go up and down with the global stock market, so it’s important to be prepared for fluctuations.
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
The iShares MSCI ACWI ETF leans heavily on tech giants, with Nvidia, Apple, and Microsoft driving much of its recent performance thanks to their steady growth in AI and cloud services. Nvidia, in particular, has been a standout, riding the wave of AI infrastructure demand, while Apple’s momentum has cooled slightly despite its strong profitability. Amazon and Meta have been lagging, with mixed signals from technical indicators and challenges in key business segments. With a global focus and a tech-heavy tilt, this fund is positioned to benefit from innovation but faces risks from sector concentration.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 5.35% | $1.26B | $5.03T | 47.87% | 85 Outperform | |
| Apple | 4.37% | $1.03B | $3.98T | 20.41% | 80 Outperform | |
| Microsoft | 3.96% | $935.52M | $3.84T | 25.66% | 82 Outperform | |
| Amazon | 2.52% | $596.75M | $2.72T | 27.32% | 76 Outperform | |
| Broadcom | 1.79% | $422.83M | $1.71T | 108.48% | 76 Outperform | |
| Alphabet Class A | 1.76% | $415.58M | $3.43T | 67.15% | 80 Outperform | |
| Meta Platforms | 1.52% | $360.14M | $1.61T | 11.40% | 71 Outperform | |
| Alphabet Class C | 1.51% | $357.65M | $3.43T | 65.75% | 80 Outperform | |
| Tesla | 1.43% | $338.76M | $1.56T | 86.28% | 73 Outperform | |
| JPMorgan Chase | 0.93% | $220.99M | $850.64B | 39.67% | 70 Outperform |
ACWI Technical Analysis
Positive
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Price Trends
137.81
Positive
133.79
Positive
126.14
Positive
Market Momentum
1.07
Positive
51.51
Neutral
52.23
Neutral
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 139.85, equal to the 50-day MA of 137.81, and equal to the 200-day MA of 126.14, indicating a bullish trend. The MACD of 1.07 indicates Positive momentum. The RSI at 51.51 is Neutral, neither overbought nor oversold. The STOCH value of 52.23 is Neutral, 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
139.91
23.00
19.67%
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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KLMT
Invesco MSCI Global Climate 500 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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