CRBNiShares Low Carbon Optimized MSCI ACWI ETF

Grow my money11y track recordRanked #672 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 with a lower carbon exposure than that of the broad market.

By iShares · Launched 2014

Annual Cost

0.20%

#1,039 of 5,562 · low cost

Fund Size

$1.1B

#1,046 of 5,562 · large

Return (1Y)Goal

+27.6%

Track Record

11 years

#1,253 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,784+27.8%

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

Focus

ESG

Index tracked

MSCI ACWI Low Carbon Target Index

What it actually holds

By weight

Concentration

Top 10 holdings = 24.4% of fund✓ well diversified

NVIDIA Corp

4.9%

Apple Inc

4.1%

Microsoft Corp

3.2%

Amazon.com Inc

2.4%

Alphabet Inc

2.2%

Meta Platforms Inc

1.6%

Alphabet Inc

1.6%

Broadcom Inc

1.6%

Taiwan Semiconductor Manufacturing Co Ltd

1.5%

Tesla Inc

1.3%

Asset allocation

Stocks

99.4%

Cash

0.5%

Other

0.1%

By sector

Technology

33.3%

Financial Services

17.2%

Industrials

9.4%

Communication

9.3%

Consumer Cyclical

8.0%

Healthcare

7.9%

Consumer Defensive

4.3%

Basic Materials

3.1%

Other

7.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

13.6%Moderate

Year-on-year price swings

Max drawdown

-33.1%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.11Strong risk-adjusted returns

Sortino (3Y)

1.64Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the investment results of an index composed of large and mid-capitalization developed and emerging market equities with a lower carbon exposure than that of the broad market.
Strategy: Tracks the MSCI ACWI Low Carbon Target Index, which aims to minimize carbon exposure by overweighting companies with low carbon emissions relative to enterprise value. The Fund invests primarily in component securities of the Underlying Index and uses a representative sampling strategy.
Inception date: December 8, 2014
Fund family: iShares