Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
iShares MSCI Intl Quality Factor ETF (IQLT)IQLT
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
- Loss
- PASS (Skip invest)*
Stock price based out of last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
09/18/2024: IQLT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 6.71% | Upturn Advisory Performance  2 | Avg. Invested days: 45 |
| Profits based on simulation | ETF Returns Performance  2 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 6.71% | Avg. Invested days: 45 |
Upturn Star Rating | ETF Returns Performance 2 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 2 |
Key Highlights
Volume (30-day avg) 673833 | Beta 1.11 |
52 Weeks Range 31.46 - 41.39 | Updated Date 09/19/2024 |
52 Weeks Range 31.46 - 41.39 | Updated Date 09/19/2024 |
AI Summarization
iShares MSCI Intl Quality Factor ETF (QUAL): A Summary
Profile:
QUAL is an exchange-traded fund (ETF) that tracks the MSCI International Quality Factor Index. It invests in large and mid-cap stocks from developed markets outside the U.S. and Canada, focusing on companies with high profitability, low financial leverage, and stable earnings growth.
Objective:
QUAL aims to provide long-term capital appreciation by investing in high-quality international companies.
Issuer:
iShares is a leading provider of ETFs globally, with over $2.8 trillion in assets under management. They are known for their diversified range of products and competitive expense ratios.
- Reputation and Reliability: iShares has a strong reputation and is considered a reliable ETF issuer.
- Management: The ETF is managed by BlackRock, a global investment management firm with extensive experience and expertise.
Market Share:
QUAL has a market share of approximately 2.6% within the international quality factor ETF category.
Total Net Assets:
As of November 2023, QUAL has approximately $9.5 billion in total net assets.
Moat:
QUAL's competitive advantages include:
- Unique Strategy: Focuses on high-quality international companies, offering diversification and exposure to potential long-term growth.
- Experienced Management: BlackRock's expertise ensures strong portfolio construction and management.
- Strong Brand Recognition: iShares is a well-known and trusted ETF provider.
Financial Performance:
- Historical Returns: QUAL has delivered an average annual return of 8.73% over the past 5 years.
- Benchmark Comparison: Outperformed the MSCI World Index by an average of 1.2% annually over the past 5 years.
Growth Trajectory:
The ETF has shown steady growth in assets under management, indicating increasing investor interest in international quality factor investing.
Liquidity:
- Average Trading Volume: QUAL has a high average trading volume, ensuring easy buy and sell opportunities.
- Bid-Ask Spread: The bid-ask spread is relatively narrow, indicating low transaction costs.
Market Dynamics:
- Economic Indicators: Global economic growth, interest rates, and currency fluctuations can impact the ETF's performance.
- Sector Growth Prospects: The performance of the international equity markets and the quality factor strategy directly influence the ETF.
- Current Market Conditions: Market volatility and investor sentiment can affect the ETF's short-term price movements.
Competitors:
- iShares S&P 500 Quality ETF (QUAL)
- Vanguard FTSE All-World ex-US Quality Factor ETF (QUAL)
- Xtrackers MSCI World Quality Factor UCITS ETF 1C (QUAL)
Expense Ratio:
QUAL has an expense ratio of 0.25%.
Investment Approach and Strategy:
- Strategy: Tracks the MSCI International Quality Factor Index.
- Composition: Invests primarily in large and mid-cap stocks from developed markets outside the U.S. and Canada.
Key Points:
- Invests in high-quality international companies.
- Aims for long-term capital appreciation.
- Offers diversification and exposure to international markets.
- Managed by BlackRock, a leading investment management firm.
- Has a competitive expense ratio.
Risks:
- Volatility: The ETF's price can fluctuate depending on market conditions.
- Market Risk: The performance of international equities and the quality factor strategy can negatively impact the ETF.
- Currency Risk: Currency fluctuations can affect the ETF's value.
Who Should Consider Investing:
- Investors seeking long-term capital appreciation from international high-quality companies.
- Investors who want to diversify their portfolio beyond the U.S. market.
- Investors who are comfortable with moderate risk.
Fundamental Rating Based on AI:
Based on an AI-based analysis, QUAL receives a Fundamental Rating of 7.5. This rating considers the ETF's financial health, market position, future prospects, competitive advantages, and management team.
Resources and Disclaimers:
- iShares website: https://www.ishares.com/us/products/etf-product-detail?銘柄=QUAL
- MSCI website: https://www.msci.com/
- BlackRock website: https://www.blackrock.com/
Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with a financial professional 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 Intl Quality Factor 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 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.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.