ACWI - ETF AI Analysis
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iShares MSCI ACWI ETF (ACWI)
Rating:66Neutral
Price Target:―
Positive Factors
Global Diversification
The ETF holds stocks from many countries across the world, which helps spread risk beyond any single market.
Broad Sector Mix
Exposure to a wide range of sectors, led by technology but including financials, industrials, health care, and others, reduces dependence on one part of the economy.
Strong Recent Performance from Key Growth Names
Several major technology and internet-related holdings have shown strong gains this year, supporting the fund’s overall results.
Negative Factors
Heavy U.S. Market Tilt
With a large majority of assets in U.S. stocks, the fund is heavily influenced by the direction of the U.S. market.
Concentration in Mega-Cap Tech
A meaningful share of the portfolio is tied up in a handful of very large technology companies, increasing sensitivity to swings in those names.
Mixed Performance Among Top Holdings
Some of the largest positions have shown weak or negative performance this year, which can drag on the ETF’s returns if the trend continues.
ACWI vs. SPDR S&P 500 ETF (SPY)
AUM31.91B
RegionGlobal
Expense Ratio0.32%
Beta0.92
IssueriShares
Inception DateMar 26, 2008
Dividend Yield1.43%
Asset ClassEquity
Index TrackedMSCI AC World
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,073,355
30 Day Avg. Volume5,241,170
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
175.76Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering1795
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ACWI Summary
The iShares MSCI ACWI ETF (ACWI) is a global stock fund that follows the MSCI All Country World Index, covering companies from both developed and emerging markets. It holds many well-known names like Apple and Microsoft, along with thousands of other firms across technology, finance, consumer, and more, giving you instant worldwide diversification in a single investment. Someone might invest in ACWI to seek long-term growth while spreading risk across many countries and sectors instead of picking individual stocks. However, its value can still go up and down with global stock markets, including big swings in tech-heavy periods.
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 AI pulling the global market train. Nvidia and Broadcom are the clear engines here, riding strong momentum from the AI chip boom. Amazon and Alphabet are also adding fuel, with steady gains from cloud and digital advertising. Apple is more of a steady workhorse than a sprinter lately, while Microsoft’s mixed recent performance means it’s not firing on all cylinders. Tesla has been lagging, slightly dragging on returns. Overall, the fund is heavily tilted toward U.S. tech giants, even as it spans markets worldwide.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 5.29% | $1.69B | $5.48T | 63.99% | 76 Outperform | |
| Apple | 4.27% | $1.36B | $4.41T | 42.66% | 79 Outperform | |
| Microsoft | 2.83% | $906.96M | $3.13T | -7.70% | 79 Outperform | |
| Amazon | 2.52% | $806.11M | $2.84T | 28.47% | 71 Outperform | |
| Alphabet Class A | 2.22% | $710.15M | $4.79T | 138.34% | 85 Outperform | |
| Broadcom | 1.86% | $595.71M | $2.01T | 82.42% | 76 Outperform | |
| Alphabet Class C | 1.84% | $589.15M | $4.79T | 134.18% | 82 Outperform | |
| Meta Platforms | 1.29% | $414.07M | $1.56T | -4.56% | 76 Outperform | |
| Tesla | 1.21% | $386.29M | $1.59T | 19.85% | 73 Outperform | |
| ― | 0.86% | $276.01M | ― | ― | ― |
ACWI Technical Analysis
Positive
―
Price Trends
146.55
Positive
145.84
Positive
141.34
Positive
Market Momentum
2.19
Positive
60.52
Neutral
32.52
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 152.97, equal to the 50-day MA of 146.55, and equal to the 200-day MA of 141.34, indicating a bullish trend. The MACD of 2.19 indicates Positive momentum. The RSI at 60.52 is Neutral, neither overbought nor oversold. The STOCH value of 32.52 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
155.10
34.35
28.45%
CGGO
Capital Group Global Growth Equity ETF
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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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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.
DisclaimerThis 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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