ACWV - ETF AI Analysis
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iShares MSCI Global Min Vol Factor ETF (ACWV)
Rating:63Neutral
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown steady gains over the past month, three months, and year to date, indicating positive recent momentum.
Broad Global Diversification
Holdings spread across the U.S., Asia, and Europe help reduce the impact of problems in any single country.
Reasonable Expense Ratio
The fund’s management fee is relatively low, which helps investors 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, so the fund is still strongly tied to the U.S. market.
Mixed Performance Among Top Holdings
While some major positions like Cisco and Motorola Solutions have performed strongly, others such as Microsoft, Berkshire Hathaway, and Cencora have been weak this year, which can drag on returns.
Limited Exposure to Some Sectors
Areas like real estate and materials make up only a small slice of the portfolio, so investors seeking strong exposure to those sectors may find this ETF less suitable.
ACWV vs. SPDR S&P 500 ETF (SPY)
AUM3.24B
RegionGlobal
Expense Ratio0.20%
Beta0.42
IssueriShares
Inception DateOct 18, 2011
Dividend Yield2.06%
Asset ClassEquity
Index TrackedMSCI AC World Minimum Volatility (USD)
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume74,918
30 Day Avg. Volume144,898
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
138.35Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering322
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ACWV Summary
The iShares MSCI Global Min Vol Factor ETF (ACWV) is a global stock fund that follows the MSCI All Country World Minimum Volatility Index. It holds companies from many countries and sectors, aiming to give broad stock market exposure while trying to smooth out big ups and downs. Well-known holdings include Microsoft and Johnson & Johnson. Someone might invest in ACWV to get worldwide diversification with a focus on more stable, lower-volatility stocks. A key risk is that it can still lose value in market downturns and may lag behind more aggressive stock funds during strong bull markets.
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 about steady, low-drama leadership rather than flashy high-fliers. Cisco and Microsoft are among the key tech names helping to keep returns rising or at least resilient, giving the fund a quiet Big Tech backbone without overconcentrating in any single giant. On the defensive side, utilities like Duke Energy and Southern Co are more like ballast than rockets, recently lagging but helping smooth the ride. Cencora and Berkshire Hathaway have been dragging a bit, yet the overall mix remains broadly diversified across sectors and geographies, not tied to any one country or theme.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Cisco Systems | 1.66% | $53.80M | $365.88B | 56.15% | 77 Outperform | |
| Johnson & Johnson | 1.42% | $46.05M | $539.70B | 44.64% | 78 Outperform | |
| Duke Energy | 1.28% | $41.30M | $99.18B | 5.55% | 70 Outperform | |
| Motorola Solutions | 1.27% | $41.19M | $72.73B | 7.95% | 70 Neutral | |
| Cencora | 1.20% | $38.96M | $59.07B | 4.00% | 70 Neutral | |
| Southern Co | 1.15% | $37.05M | $108.21B | 5.42% | 68 Neutral | |
| Waste Management | 1.06% | $34.33M | $91.50B | -2.96% | 76 Outperform | |
| Microsoft | 1.05% | $33.98M | $3.07T | -5.17% | 79 Outperform | |
| Berkshire Hathaway B | 1.03% | $33.26M | $1.01T | -8.52% | 66 Neutral | |
| PepsiCo | 0.97% | $31.32M | $211.29B | 17.12% | 78 Outperform |
ACWV Technical Analysis
Positive
―
Price Trends
120.88
Negative
120.67
Positive
119.35
Positive
Market Momentum
<0.01
Negative
51.48
Neutral
48.03
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 120.80, equal to the 50-day MA of 120.88, and equal to the 200-day MA of 119.35, indicating a neutral trend. The MACD of <0.01 indicates Negative momentum. The RSI at 51.48 is Neutral, neither overbought nor oversold. The STOCH value of 48.03 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
120.78
5.45
4.73%
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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