ACWV - ETF AI Analysis

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iShares MSCI Global Min Vol Factor ETF (ACWV)

Rating:64Neutral

Price Target:―

ACWV’s rating suggests it is a generally solid, quality-focused ETF, helped by strong, stable companies like Johnson & Johnson, Cisco, and Waste Management, which show robust financial performance and positive earnings outlooks. However, some holdings such as McKesson and Southern Co face issues like high leverage, cash flow challenges, or bearish technical trends, which weigh on the overall rating. The main risk factor is that several key holdings show signs of bearish momentum or potential overvaluation, which could limit future upside.

Positive Factors

Defensive, Low-Volatility Focus

The ETF targets lower-volatility stocks globally, which can help smooth out returns during choppy markets.

Broad Sector Diversification

Holdings are spread across technology, health care, financials, communication services, and several other sectors, reducing reliance on any single industry.

Moderate Expense Ratio for a Factor Strategy

The fund’s expense ratio is relatively modest for a specialized, global minimum-volatility strategy, helping investors keep more of their returns over time.

Negative Factors

Recent Short-Term Weakness

The ETF has shown soft performance over the last few months, which may concern investors looking for near-term momentum.

Heavy U.S. Concentration

With a large majority of assets in U.S. stocks, the fund is less diversified by country than its global label might suggest.

Mixed Performance Among Top Holdings

While several leading positions have delivered steady or strong gains, others like Cisco Systems and Microsoft have been weak this year, creating a drag on overall results.

ACWV vs. SPDR S&P 500 ETF (SPY)

AUM3.51B

RegionGlobal

Expense Ratio0.20%

Beta0.40

IssueriShares

Inception DateOct 18, 2011

Dividend Yield2%

Asset ClassEquity

Index TrackedMSCI AC World Minimum Volatility (USD)

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume197,057

30 Day Avg. Volume144,202

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

137.04

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering314

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

ACWV Summary

The iShares MSCI Global Min Vol Factor ETF (ACWV) follows the MSCI All Country World Minimum Volatility Index, aiming to give you stock exposure from around the world with smaller price swings than the overall market. It holds many types of companies, including well-known names like Microsoft and Johnson & Johnson, across sectors such as technology, health care, and utilities. Someone might invest in ACWV to get broad global diversification while trying to reduce big ups and downs in their portfolio. A key risk is that it still invests in stocks, so its value can go up and down with the market.

How much will it cost me?The iShares MSCI Global Min Vol Factor ETF (ACWV) has an expense ratio of 0.20%, which means you’ll pay $2 per year for every $1,000 invested. This is lower than average for actively managed funds, as ACWV uses a passive strategy to track the MSCI All Country World Minimum Volatility Index, keeping costs down.

What would affect this ETF?The iShares MSCI Global Min Vol Factor ETF (ACWV) could benefit from stable global economic growth and increased investor demand for low-volatility strategies, especially during uncertain market conditions. However, potential risks include rising interest rates, which may negatively impact sectors like utilities and real estate, and regulatory changes in key industries such as technology and healthcare, which are among the ETF's largest sector exposures. Global geopolitical tensions or economic slowdowns could also affect its diversified holdings across regions.

ACWV Top 10 Holdings

ACWV’s story is less about flashy high-fliers and more about steady global ballast. Health care names like Johnson & Johnson and Cencora are quietly pulling their weight, rising and helping anchor returns. Defensive plays such as Waste Management are also contributing with solid, steady gains. On the flip side, big tech exposure is modest but noticeable: Microsoft and Cisco have been lagging lately, so they’re adding a bit of drag rather than rocket fuel. Utilities like Duke Energy and Southern Co keep the fund’s low-volatility, globally diversified profile firmly in the “smooth ride” lane.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
JNJ	Johnson & Johnson	1.77%	$61.03M	$586.69B	55.91%	78 Outperform
CSCO	Cisco Systems	1.50%	$51.69M	$303.64B	18.47%	77 Outperform
COR	Cencora	1.37%	$47.30M	$70.19B	48.72%	70 Neutral
MCK	McKesson	1.32%	$45.80M	$114.50B	57.45%	62 Neutral
MSI	Motorola Solutions	1.28%	$44.28M	$76.49B	5.39%	70 Neutral
DUK	Duke Energy	1.23%	$42.42M	$99.70B	14.87%	70 Outperform
SO	Southern Co	1.07%	$37.06M	$104.55B	10.95%	68 Neutral
DTE	Deutsche Telekom	1.06%	$36.72M	€157.63B	-5.03%	67 Neutral
MCD	McDonald's	1.06%	$36.59M	$233.29B	6.17%	65 Neutral
WM	Waste Management	1.04%	$36.04M	$94.59B	2.98%	76 Outperform

ACWV Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

119.94

Positive

100DMA

119.13

Positive

200DMA

117.88

Positive

Market Momentum

MACD

1.07

Negative

RSI

71.01

Negative

STOCH

85.69

Negative

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ACWV, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 121.45, equal to the 50-day MA of 119.94, and equal to the 200-day MA of 117.88, indicating a bullish trend. The MACD of 1.07 indicates Negative momentum. The RSI at 71.01 is Negative, neither overbought nor oversold. The STOCH value of 85.69 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ACWV.

ACWV Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
ACWV	―	―	$3.51B	0.20%	―
JGLO	―	―	$7.00B	0.47%	―
CGDG	―	―	$4.67B	0.47%	―
BDYN	―	―	$2.48B	0.40%	―
CGGE	―	―	$2.04B	0.47%	―
BDVL	―	―	$1.54B	0.40%	―

Performance Comparison

ACWV

iShares MSCI Global Min Vol Factor ETF

123.84

12.37

11.10%

JGLO

JPMorgan Global Select Equity ETF

―

CGDG

Capital Group Dividend Growers ETF

―

BDYN

iShares Dynamic Equity Active ETF

―

CGGE

Capital Group Global Equity ETF

―

BDVL

iShares Disciplined Volatility Equity Active ETF Trust Unit

―

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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