ACWV - ETF AI Analysis
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iShares MSCI Global Min Vol Factor ETF (ACWV)
Rating:63Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered steady gains over the past month, three months, and year to date, showing resilient performance in recent markets.
Global Diversification
Holdings spread across the U.S., Asia, and Europe help reduce the impact of weakness in any single country or region.
Low to Moderate Fees
The expense ratio is relatively modest for a global factor ETF, allowing investors to keep more of their returns over time.
Negative Factors
Heavy U.S. Concentration
More than half of the portfolio is invested in U.S. companies, which limits the benefits of global diversification if the U.S. market struggles.
Mixed Top-Holding Performance
While several major holdings have performed strongly, a few key names have shown weak or negative results, which can drag on overall returns.
Sector Imbalances
Larger weights in areas like technology and health care, and very small exposure to sectors such as materials and real estate, may leave the fund more exposed if the favored sectors fall out of favor.
ACWV vs. SPDR S&P 500 ETF (SPY)
AUM3.32B
RegionGlobal
Expense Ratio0.20%
Beta0.42
IssueriShares
Inception DateOct 18, 2011
Dividend Yield1.9%
Asset ClassEquity
Index TrackedMSCI AC World Minimum Volatility (USD)
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume98,250
30 Day Avg. Volume102,198
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
139.67Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering321
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ACWV Summary
ACWV is the iShares MSCI Global Min Vol Factor ETF, built to follow the MSCI All Country World Minimum Volatility Index. It owns a wide mix of stocks from around the world, with most in the U.S., and focuses on companies that tend to have steadier share prices. Well-known holdings include Johnson & Johnson, Microsoft, and Berkshire Hathaway. Investors might consider ACWV if they want broad global diversification but with a smoother ride than a typical stock fund. A key risk is that it still invests in stocks, so its value can go up and down with the overall 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 leans on steady, lower-volatility names, with health care, utilities, and tech quietly steering the ship. Johnson & Johnson and Waste Management are rising and helping anchor the fund, while Cisco and Japan’s KDDI add a tech tilt with mostly upbeat, if sometimes mixed, momentum. On the other side, Microsoft has been losing steam lately, and defensive utilities like Duke Energy and Southern Co are more flat, acting as ballast rather than engines of growth. Overall, it’s a globally diversified, safety-first portfolio with no single stock dominating the story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Johnson & Johnson | 1.57% | $51.95M | $617.78B | 53.20% | 78 Outperform | |
| Cisco Systems | 1.47% | $48.66M | $457.17B | 72.84% | 77 Outperform | |
| Motorola Solutions | 1.22% | $40.46M | $72.33B | -0.22% | 70 Neutral | |
| Microsoft | 1.21% | $40.11M | $3.45T | -11.33% | 79 Outperform | |
| Duke Energy | 1.20% | $39.85M | $97.78B | 2.05% | 70 Outperform | |
| Cencora | 1.13% | $37.56M | $60.57B | 7.97% | 70 Neutral | |
| Berkshire Hathaway B | 1.09% | $36.03M | $992.60B | 8.18% | 66 Neutral | |
| Southern Co | 1.08% | $35.87M | $108.76B | -0.47% | 68 Neutral | |
| KDDI | 1.06% | $35.07M | ¥10.52T | 20.00% | 76 Outperform | |
| Waste Management | 1.02% | $33.74M | $90.56B | -1.02% | 76 Outperform |
ACWV Technical Analysis
Positive
―
Price Trends
121.32
Positive
120.34
Positive
119.62
Positive
Market Momentum
0.98
Negative
65.62
Neutral
77.98
Neutral
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 122.63, equal to the 50-day MA of 121.32, and equal to the 200-day MA of 119.62, indicating a bullish trend. The MACD of 0.98 indicates Negative momentum. The RSI at 65.62 is Neutral, neither overbought nor oversold. The STOCH value of 77.98 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ACWV.
ACWV Peer Comparison
Comparison Results
Performance Comparison
ACWV
iShares MSCI Global Min Vol Factor ETF
124.50
8.89
7.69%
JGLO
JPMorgan Global Select Equity ETF
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CGDG
Capital Group Dividend Growers 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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BDVL
iShares Disciplined Volatility Equity Active ETF Trust Unit
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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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