ACWI - ETF AI Analysis

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iShares MSCI ACWI ETF (ACWI)

Rating:67Neutral

Price Target:―

The iShares MSCI ACWI ETF (ACWI) has a solid overall rating, reflecting its exposure to high-performing companies like Microsoft and Alphabet. Microsoft contributes positively with its strong financial performance and growth in cloud and AI segments, while Alphabet's strategic investments in AI and cloud services bolster its long-term growth potential. However, holdings like Tesla and JPMorgan Chase, which face valuation concerns and risks from credit costs, slightly weigh on the fund's overall score. Investors should also note the ETF's concentration in technology-focused companies, which could pose a risk during sector downturns.

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)

AUM25.42B

RegionGlobal

Expense Ratio0.32%

Beta0.90

IssueriShares

Inception DateMar 26, 2008

Dividend Yield1.54%

Asset ClassEquity

Index TrackedMSCI AC World

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume2,527,281

30 Day Avg. Volume3,493,716

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

162.46

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering1724

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 is leaning heavily on tech giants like Nvidia and Apple, which have shown steady but not spectacular performance recently, with Nvidia’s AI-driven growth story providing long-term optimism despite short-term headwinds. Alphabet’s strong gains, fueled by its AI and cloud investments, are a bright spot, while Microsoft’s mixed signals and Amazon’s sluggish momentum are holding the fund back slightly. Tesla’s recent rally adds a spark, but the fund’s concentration in technology, which dominates its holdings, means its fortunes are closely tied to this sector’s ups and downs. With global exposure, the ETF offers a broad reach but tech remains the heartbeat of its performance.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
NVDA	Nvidia	4.87%	$1.24B	$4.63T	39.06%	76 Outperform
AAPL	Apple	4.31%	$1.10B	$4.04T	6.97%	79 Outperform
MSFT	Microsoft	3.66%	$930.12M	$3.62T	13.28%	79 Outperform
AMZN	Amazon	2.37%	$601.59M	$2.49T	3.92%	71 Outperform
GOOGL	Alphabet Class A	1.94%	$492.42M	$3.79T	62.64%	85 Outperform
AVGO	Broadcom	1.67%	$424.52M	$1.67T	45.66%	76 Outperform
GOOG	Alphabet Class C	1.64%	$416.97M	$3.79T	62.32%	82 Outperform
META	Meta Platforms	1.54%	$391.02M	$1.67T	10.58%	76 Outperform
TSLA	Tesla	1.46%	$370.67M	$1.58T	10.08%	73 Outperform
JPM	JPMorgan Chase	0.96%	$244.03M	$892.66B	35.97%	72 Outperform

ACWI Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

139.56

Positive

100DMA

136.98

Positive

200DMA

128.74

Positive

Market Momentum

MACD

0.86

Negative

RSI

63.21

Neutral

STOCH

89.80

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 140.82, equal to the 50-day MA of 139.56, and equal to the 200-day MA of 128.74, indicating a bullish trend. The MACD of 0.86 indicates Negative momentum. The RSI at 63.21 is Neutral, neither overbought nor oversold. The STOCH value of 89.80 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

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
ACWI	―	―	$25.42B	0.32%	―
JGLO	―	―	$7.18B	0.47%	―
CGDG	―	―	$4.03B	0.47%	―
ACWV	―	―	$3.32B	0.20%	―
BDYN	―	―	$2.34B	0.40%	―
CGGE	―	―	$1.62B	0.47%	―

Performance Comparison

ACWI

iShares MSCI ACWI ETF

142.90

27.00

23.30%

JGLO

JPMorgan Global Select Equity ETF

―

CGDG

Capital Group Dividend Growers ETF

―

ACWV

iShares MSCI Global Min Vol Factor ETF

―

BDYN

iShares Dynamic Equity Active ETF

―

CGGE

Capital Group Global Equity ETF

―

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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