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iShares MSCI ACWI ETF (ACWI)
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Upturn Advisory Summary
12/05/2024: ACWI (3-star) is a STRONG-BUY. BUY since 73 days. Profits (5.19%). Updated daily EoD!
Analysis of Past Performance
Type: ETF | Upturn Star Rating | Today’s Advisory: Strong Buy |
Historic Profit: 7.74% | Upturn Advisory Performance  3 | Avg. Invested days: 59 |
| Profits based on simulation | ETF Returns Performance  2 | Last Close 12/05/2024 |
Type: ETF | Today’s Advisory: Strong Buy |
Historic Profit: 7.74% | Avg. Invested days: 59 |
Upturn Star Rating | ETF Returns Performance 2 |
| Profits based on simulation Last Close 12/05/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 1985883 | Beta 1.01 |
52 Weeks Range 97.58 - 122.50 | Updated Date 12/30/2024 |
52 Weeks Range 97.58 - 122.50 | Updated Date 12/30/2024 |
AI Summarization
iShares MSCI ACWI ETF (ACWI)
Profile:
The iShares MSCI ACWI ETF is a diversified index fund that tracks the performance of the MSCI ACWI Investable Market Index. It invests in approximately 3,000 mid and large-cap stocks across 23 developed and 27 emerging markets, representing approximately 85% of the global equity opportunity set.
Objective:
The ETF's primary investment goal is to provide broad exposure to global equity markets, offering long-term capital appreciation and income generation through dividend payments.
Issuer:
BlackRock, Inc. (BLK)
Reputation and Reliability:
BlackRock is the world's largest asset manager, with a strong reputation for reliability and track record of delivering consistent returns.
Management:
The ETF is managed by BlackRock's experienced and qualified team of investment professionals.
Market Share:
ACWI is the largest global equity ETF, with a market share of approximately 21%.
Total Net Assets:
As of October 26, 2023, ACWI has over $415 billion in total net assets.
Moat:
- Low-cost: ACWI has a low expense ratio of 0.03%.
- Diversification: The ETF offers broad exposure to global equity markets, reducing risk.
- Liquidity: ACWI is highly liquid with an average daily trading volume of over 20 million shares.
Financial Performance:
- Historical Performance: Over the past 5 years, ACWI has delivered an annualized return of 11.44%.
- Benchmark Comparison: The ETF has outperformed its benchmark, the MSCI ACWI IMI Index, by an average of 0.75% annually over the past 5 years.
Growth Trajectory:
The global economy is expected to grow at a moderate pace in the coming years, supporting the growth of ACWI.
Liquidity:
- Average Trading Volume: Over 20 million shares
- Bid-Ask Spread: Tight bid-ask spread, ensuring low transaction costs.
Market Dynamics:
Factors affecting ACWI's market environment include:
- Global Economic Growth: A slowdown in global economic growth could impact the ETF's performance.
- Interest Rates: Rising interest rates could make bonds more attractive than stocks, leading to outflows from the ETF.
- Geopolitical Events: Geopolitical events can create volatility in the global markets.
Competitors:
- Vanguard FTSE All-World UCITS ETF (VWRA)
- iShares Core MSCI World ETF (IWDA)
- SPDR S&P Global Developed Markets ETF (SPGLD)
Expense Ratio:
0.03%
Investment Approach and Strategy:
- Strategy: Passive index tracking.
- Composition: ACWI invests in approximately 3,000 mid and large-cap stocks across 23 developed and 27 emerging markets.
Key Points:
- Provides broad global equity exposure.
- Low-cost investment with a 0.03% expense ratio.
- Strong historical performance and benchmark outperformance.
- Highly liquid with tight bid-ask spreads.
Risks:
- Market Risk: ACWI is subject to the risks of global equity markets, including market volatility, economic downturns, and geopolitical events.
- Currency Risk: The ETF's value is affected by fluctuations in foreign currency exchange rates.
Who Should Consider Investing:
ACWI is suitable for long-term investors seeking:
- Broad global equity exposure.
- Low-cost investment.
- Diversification across different sectors and geographical regions.
Fundamental Rating Based on AI:
8.5/10
ACWI receives a high rating due to its strong financial performance, low expense ratio, broad diversification, and established issuer with a strong reputation. Its overall fundamentals suggest it is a well-managed and well-positioned ETF for investors seeking global equity exposure.
Resources and Disclaimers:
Sources:
- iShares Website: https://www.ishares.com/us/products/239661/ishares-msci-acwi-etf
- BlackRock Website: https://www.blackrock.com/us/individual/products/etfs/ishares-msci-acwi-etf
- Morningstar: https://www.morningstar.com/etfs/arcx/acwi/quote
Disclaimer:
This information is for educational purposes only and should not be considered investment advice. It is essential to conduct your own research and consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares MSCI ACWI ETF
The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The index is a free float-adjusted market capitalization weighted index designed to measure the combined equity market performance of developed and emerging markets countries.
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