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BELTiShares U.S. Select Equity Active ETF

Grow my money2y track recordRanked #2,709 of 2,998 in this goal

Seeks to achieve long-term capital growth.

By BlackRock · Launched 2024

Annual Cost

0.75%

#3,925 of 5,861 · average

Fund Size

$10M

#4,893 of 5,861 · small

Return (1Y)Goal

+16.8%

Track Record

2 years

#3,537 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,618+16.2%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Active selection

Factor

Multifactor

What it actually holds

By weight

Concentration

Top 10 holdings = 69.5% of fundconcentrated

Alphabet Inc
8.9%
Amazon.com Inc
8.8%
Howmet Aerospace Inc
8.5%
Broadcom Inc
8.3%
Vertiv Holdings Co
8.0%
Microsoft Corp
6.5%
BLACKROCK CASH FUNDS TREASURY SL AGENCY SHARES
5.5%
Intel Corp
5.2%
ASML Holding NV
5.0%
Trane Technologies PLC
4.9%

Asset allocation

Stocks
93.9%
Cash
6.1%

By sector

Technology
37.0%
Industrials
27.2%
Communication
12.5%
Financial Services
12.3%
Consumer Cyclical
11.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
19.3%Moderate

Year-on-year price swings

Max drawdown
-23.1%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks to achieve long-term capital growth.
Strategy
Actively manages a portfolio of equity securities of U.S. issuers, including common stock and REITs, with an unconstrained investment style. The Fund may invest in companies of any market capitalization and seeks long-term capital growth.
Inception date
June 17, 2024
Fund family
BlackRock

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Data updated on 2026-08-04