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SQLTIshares MSCI USA Small-Cap Quality Factor ETF

Grow my moneyNewRanked #2,250 of 2,999 in this goal

Tracks the investment results of the MSCI USA Small Cap Sector Neutral Quality Index.

By iShares · Launched 2026

Annual Cost

0.20%

#934 of 5,861 · low cost

Fund Size

$7M

#5,059 of 5,861 · small

Return (1Y)Goal

N/A

Track Record

5 months

#5,308 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$11,112+11.1%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Small

Strategy

Index tracking

Factor

Quality

Index tracked

MSCI USA Small Cap Sector Neutral Quality Index

What it actually holds

By weight

Concentration

Top 10 holdings = 9.4% of fundwell diversified

BlackRock Cash Funds Treasury SL AgencyXTSLA
1.2%
National Fuel Gas CoNFG
1.1%
Sterling Infrastructure IncSTRL
1.0%
Carpenter Technology CorpCRS
1.0%
Woodward IncWWD
0.9%
Onto Innovation IncONTO
0.9%
TD Synnex CorpSNX
0.9%
Lattice Semiconductor CorpLSCC
0.8%
East West Bancorp IncEWBC
0.8%
New York Times Co Class ANYT
0.7%

Asset allocation

Stocks
99.4%
Cash
0.6%

By sector

Industrials
19.4%
Technology
19.3%
Financial Services
14.8%
Healthcare
13.4%
Consumer Cyclical
9.4%
Real Estate
6.5%
Energy
5.3%
Basic Materials
4.7%
Other
7.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-4.0%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
Cboe BZX

Full fund details

Objective
Tracks the investment results of the MSCI USA Small Cap Sector Neutral Quality Index.
Strategy
Invests primarily in U.S. small-capitalization stocks exhibiting higher quality characteristics, as defined by the MSCI USA Small Cap Sector Neutral Quality Index. Uses a representative sampling indexing strategy to manage the Fund, aiming to keep portfolio turnover low.
Inception date
March 31, 2026
Fund family
iShares

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Data updated on 2026-08-04