Ishares Esg Screened Etf Profile
| XJR Etf | USD 38.35 0.39 1.03% |
Performance5 of 100
| Odds Of DistressLess than 9
|
IShares ESG is selling at 38.35 as of the 7th of May 2024; that is 1.03 percent up since the beginning of the trading day. The etf's lowest day price was 38.32. IShares ESG has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat modest performance during the last 90 days. Equity ratings for iShares ESG Screened are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of April 2024 and ending today, the 7th of May 2024. Click here to learn more.
The fund seeks to track the investment results of the underlying index, which measures the performance of the small-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by SP Dow Jones Indices LLC. More on iShares ESG Screened
Moving together with IShares Etf
| 0.79 | VB | Vanguard Small Cap | PairCorr |
| 0.91 | IJR | iShares Core SP | PairCorr |
| 0.86 | IWM | iShares Russell 2000 Aggressive Push | PairCorr |
| 0.74 | VRTIX | Vanguard Russell 2000 | PairCorr |
| 0.74 | VTWO | Vanguard Russell 2000 | PairCorr |
| 0.75 | FNDA | Schwab Fundamental Small | PairCorr |
| 0.91 | SPSM | SPDR Portfolio SP | PairCorr |
Moving against IShares Etf
| 0.41 | MEME | Roundhill Investments | PairCorr |
IShares Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. IShares ESG's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding IShares ESG or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Business Concentration | Theme ETFs, Strategy ETFs, Small Blend, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2020-09-22 |
| Benchmark | S&P SmallCap 600 Sustainability Screened Index (USD) |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 69.68 Million |
| Asset Type | Equity |
| Category | Strategy |
| Focus | Theme |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | The Bank of New York Mellon Corporation |
| Advisor | BlackRock Fund Advisors |
| Custodian | The Bank of New York Mellon Corporation |
| Distributor | BlackRock Investments, LLC |
| Portfolio Manager | Rachel Aguirre, Jennifer Hsui, Alan Mason, Greg Savage, Amy Whitelaw |
| Transfer Agent | The Bank of New York Mellon Corporation |
| Fiscal Year End | 31-Mar |
| Exchange | Cboe BZX Exchange, Inc. |
| Number of Constituents | 614 |
| Market Maker | Jane Street |
| Total Expense | 0.12 |
| Management Fee | 0.12 |
| Country Name | USA |
| Returns Y T D | (0.79) |
| Name | iShares ESG Screened SP Small-Cap ETF |
| Currency Code | USD |
| Open Figi | BBG00XDJFM42 |
| In Threey Volatility | 21.12 |
| 1y Volatility | 22.88 |
| 200 Day M A | 35.724 |
| 50 Day M A | 37.6635 |
| Code | XJR |
| Updated At | 6th of May 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | (0.09) |
iShares ESG Screened [XJR] is traded in USA and was established 2020-09-22. The fund is classified under Small Blend category within iShares family. The entity is thematically classified as Theme ETFs. iShares ESG Screened at this time have 35.21 M in net assets. , while the total return for the last 3 years was -0.3%.
Check IShares ESG Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares ESG Screened Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top iShares ESG Screened Etf Constituents
| MTH | Meritage | Stock | Consumer Discretionary |
| YETI | YETI Holdings | Stock | Consumer Discretionary |
| UFPI | Ufp Industries | Stock | Industrials |
| SSD | Simpson Manufacturing | Stock | Industrials |
| SAIA | Saia Inc | Stock | Industrials |
| PRLB | Proto Labs | Stock | Industrials |
| POWI | Power Integrations | Stock | Information Technology |
IShares ESG Target Price Odds Analysis
In regard to a normal probability distribution, the odds of IShares ESG jumping above the current price in 90 days from now is about 13.5%. The iShares ESG Screened probability density function shows the probability of IShares ESG etf to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon the etf has a beta coefficient of 1.5948. This entails as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, IShares ESG will likely underperform. Additionally, iShares ESG Screened has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of IShares ESG to move above the current price in 90 days from now is about 13.5 (This iShares ESG Screened probability density function shows the probability of IShares Etf to fall within a particular range of prices over 90 days) .
iShares ESG Screened Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. IShares ESG market risk premium is the additional return an investor will receive from holding IShares ESG long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares ESG. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although IShares ESG's alpha and beta are two of the key measurements used to evaluate IShares ESG's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.0339 | |||
| Jensen Alpha | (0.06) | |||
| Total Risk Alpha | (0.08) | |||
| Sortino Ratio | (0.01) |
IShares ESG Against Markets
Picking the right benchmark for IShares ESG etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in IShares ESG etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for IShares ESG is critical whether you are bullish or bearish towards iShares ESG Screened at a given time. Please also check how IShares ESG's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in IShares ESG without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy IShares Etf?
Before investing in IShares ESG, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in IShares ESG. To buy IShares ESG etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of IShares ESG. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase IShares ESG etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located iShares ESG Screened etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased iShares ESG Screened etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as iShares ESG Screened, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy IShares Etf please use our How to Invest in IShares ESG guide.
Already Invested in iShares ESG Screened?
The danger of trading iShares ESG Screened is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of IShares ESG is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than IShares ESG. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile iShares ESG Screened is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether iShares ESG Screened is a strong investment it is important to analyze IShares ESG's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact IShares ESG's future performance. For an informed investment choice regarding IShares Etf, refer to the following important reports: Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in iShares ESG Screened. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in inflation. You can also try the Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.
The market value of iShares ESG Screened is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares ESG's value that differs from its market value or its book value, called intrinsic value, which is IShares ESG's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares ESG's market value can be influenced by many factors that don't directly affect IShares ESG's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares ESG's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares ESG is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares ESG's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.