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Upturn AI SWOT - About
iShares MSCI Intl Quality Factor ETF (IQLT)
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Upturn Advisory Summary
04/01/2025: IQLT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 7.27% | Avg. Invested days 49 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 1841561 | Beta 1.09 | 52 Weeks Range 36.45 - 41.46 | Updated Date 04/2/2025 |
52 Weeks Range 36.45 - 41.46 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares MSCI Intl Quality Factor ETF
ETF Overview
Overview
The iShares MSCI Intl Quality Factor ETF (IQLT) seeks to track the investment results of an index composed of international developed market equities with relatively high quality scores. It focuses on companies with high return on equity, stable year-over-year earnings growth and low financial leverage across developed markets, excluding the U.S.
Reputation and Reliability
iShares is a well-established and reputable issuer of ETFs, known for its diverse range of investment products and strong track record.
Management Expertise
BlackRock, the parent company of iShares, has extensive experience and expertise in managing investment funds and ETFs.
Investment Objective
Goal
The ETF aims to provide investment results that correspond to the price and yield performance of the MSCI World ex USA Sector Neutral Quality Index.
Investment Approach and Strategy
Strategy: The ETF tracks a specific index, the MSCI World ex USA Sector Neutral Quality Index, which is designed to represent the performance of quality growth stocks in developed countries, excluding the U.S.
Composition The ETF primarily holds stocks of companies located in developed markets outside the U.S., selected based on their quality scores.
Market Position
Market Share: Insufficient data to provide accurate market share.
Total Net Assets (AUM): 3036000000
Competitors
Key Competitors
- SPDR MSCI EAFE Quality Mix ETF (QEFA)
- Invesco FTSE International Developed Markets ex-US Factor ETF (PID)
Competitive Landscape
The international quality factor ETF market is competitive, with iShares, SPDR, and Invesco being key players. IQLT's advantages include its established brand and large AUM. However, competitors may offer lower expense ratios or different factor weightings.
Financial Performance
Historical Performance: Historical performance data unavailable in structured format.
Benchmark Comparison: Benchmark comparison data unavailable in structured format.
Expense Ratio: 0.3
Liquidity
Average Trading Volume
The ETF's average trading volume indicates reasonable liquidity for investors.
Bid-Ask Spread
The bid-ask spread can vary, but generally is narrow, suggesting low transaction costs.
Market Dynamics
Market Environment Factors
Economic growth in developed markets outside the U.S., interest rate policies, and geopolitical events can affect IQLT's performance.
Growth Trajectory
The growth trajectory depends on the performance of the underlying quality factor index and investor demand for international equity exposure.
Moat and Competitive Advantages
Competitive Edge
IQLT benefits from iShares' established brand, large AUM which helps with liquidity, and a well-defined quality factor methodology. Its focus on high-quality international companies offers investors a targeted approach to international equity investing. The ETF's sector-neutral approach distinguishes it from some competitors. However, different factor weighting or alternative approaches could potentially challenge IQLT's dominance.
Risk Analysis
Volatility
Volatility can vary based on market conditions and the performance of the underlying holdings.
Market Risk
IQLT is subject to market risk, including fluctuations in equity prices, currency risk, and political risk associated with international investments.
Investor Profile
Ideal Investor Profile
IQLT is suitable for investors seeking international equity exposure with a focus on quality factors.
Market Risk
The ETF is suitable for long-term investors seeking to diversify their portfolios with international equities.
Summary
The iShares MSCI Intl Quality Factor ETF (IQLT) provides exposure to international developed market equities screened for quality characteristics. It tracks the MSCI World ex USA Sector Neutral Quality Index, focusing on companies with high return on equity, stable earnings growth, and low leverage. This ETF is suitable for long-term investors seeking diversified international equity exposure with a quality factor tilt. BlackRock's reputation and large AUM offer some advantage and the expense ratio is reasonable for this category. However, potential investors should consider currency and political risks associated with international investments.
Similar Companies
- EFV
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Sources and Disclaimers
Data Sources:
- iShares Official Website
- MSCI Index Fact Sheet
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data unavailable without proprietary tools.
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 Intl Quality Factor ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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 measures the performance of international developed large- and mid-capitalization stocks exhibiting relatively higher quality characteristics as identified through three fundamental variables: return on equity, earnings variability and debt-to-equity.
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