ACWIiShares MSCI ACWI ETF

Grow my money18y track recordRanked #140 of 2,993 in this goal

Tracks the investment results of the MSCI ACWI Index.

By iShares · Launched 2008

Annual Cost

0.32%

#1,471 of 5,853 · low cost

Fund Size

$33.2B

#103 of 5,853 · large

Return (1Y)Goal

+21.6%

Track Record

18 years

#582 of 5,853 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,173+21.7%

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

What's inside

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 = 24.5% of fund✓ well diversified

NVIDIA CORPORATION

4.9%

APPLE INC.

4.0%

MICROSOFT CORPORATION

2.9%

AMAZON.COM, INC.

2.6%

ALPHABET INC.

2.3%

BROADCOM INC.

1.9%

ALPHABET INC.

1.9%

Taiwan Semiconductor Manufacturing Company Limited

1.7%

META PLATFORMS, INC.

1.3%

TESLA, INC.

1.1%

Asset allocation

Stocks

99.7%

Cash

0.3%

Other

0.0%

By sector

Technology

32.7%

Financial Services

15.9%

Industrials

10.8%

Consumer Cyclical

8.7%

Healthcare

8.3%

Communication

8.0%

Consumer Defensive

4.7%

Energy

3.5%

Other

7.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

14.0%Moderate

Year-on-year price swings

Max drawdown

-33.5%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.99Decent risk-adjusted returns

Sortino (3Y)

1.45Good downside protection

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Tracks the investment results of the MSCI ACWI Index.
Strategy: Seeks to track large- and mid-capitalization developed and emerging market equities using a representative sampling indexing strategy. Concentrates investments in sectors such as consumer goods and services, financials, and technology, aiming to keep portfolio turnover low.
Inception date: March 26, 2008
Fund family: iShares