ACWIiShares MSCI ACWI ETF

Grow my money18y track recordRanked #139 of 2,960 in this goal

Seeks to track the investment results of an index composed of large- and mid-capitalization developed and emerging market equities.

By iShares · Launched 2008

Annual Cost

0.32%

#1,543 of 5,562 · low cost

Fund Size

$32.9B

#101 of 5,562 · large

Return (1Y)Goal

+28.9%

Track Record

18 years

#593 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,869+28.7%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Multi cap

Strategy

Index tracking

Index tracked

MSCI ACWI

What it actually holds

By weight

Concentration

Top 10 holdings = 24.0% of fund✓ well diversified

NVIDIA Corp

4.8%

Apple Inc

4.0%

Microsoft Corp

3.2%

Amazon.com Inc

2.4%

Alphabet Inc

2.0%

Alphabet Inc

1.7%

Meta Platforms Inc

1.6%

Broadcom Inc

1.5%

Taiwan Semiconductor Manufacturing Co Ltd

1.4%

Tesla Inc

1.3%

Asset allocation

Stocks

99.7%

Cash

0.3%

Other

0.0%

By sector

Technology

32.8%

Financial Services

15.3%

Industrials

10.4%

Consumer Cyclical

9.1%

Communication

8.5%

Healthcare

7.8%

Consumer Defensive

4.6%

Energy

3.8%

Other

7.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

13.5%Moderate

Year-on-year price swings

Max drawdown

-33.5%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.10Strong risk-adjusted returns

Sortino (3Y)

1.63Good downside protection

Where to buy

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks to track the investment results of an index composed of large- and mid-capitalization developed and emerging market equities.
Strategy: Tracks the MSCI ACWI, a free float-adjusted market capitalization-weighted index measuring the combined equity market of large- and mid-cap companies in developed and emerging markets.
Inception date: March 26, 2008
Fund family: iShares