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Upturn AI SWOT - About
iShares MSCI ACWI ETF (ACWI)
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Upturn Advisory Summary
08/28/2025: ACWI (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star 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 27.27% | Avg. Invested days 73 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.02 | 52 Weeks Range 100.47 - 128.44 | Updated Date 06/29/2025 |
52 Weeks Range 100.47 - 128.44 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares MSCI ACWI ETF
ETF Overview
Overview
The iShares MSCI ACWI ETF (ACWI) seeks to track the investment results of a broad, global equity index. It provides exposure to both developed and emerging markets across the globe. Its investment strategy involves investing in a representative sample of stocks included in the MSCI ACWI Index.
Reputation and Reliability
iShares, a division of BlackRock, is one of the largest and most reputable ETF providers globally, known for its diverse product offerings and reliable tracking of indices.
Management Expertise
BlackRock has extensive experience managing ETFs and employs a team of investment professionals dedicated to managing and monitoring the fund's performance.
Investment Objective
Goal
To track the investment results of a broad, global equity index, specifically the MSCI ACWI Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the MSCI ACWI Index.
Composition Primarily composed of stocks from developed and emerging markets globally.
Market Position
Market Share: The iShares MSCI ACWI ETF holds a significant market share within the global equity ETF category.
Total Net Assets (AUM): 9889700000
Competitors
Key Competitors
- Vanguard Total World Stock ETF (VT)
- SPDR Portfolio Total Stock Market ETF (SPTM)
Competitive Landscape
The global equity ETF market is competitive, with several large players. ACWI offers a broad global exposure but may have slightly different expense ratios or tracking methodologies compared to its competitors like VT and SPTM. VT is often seen as a direct competitor with a similar objective but different weighting methodologies which sometimes reflects on its returns.
Financial Performance
Historical Performance: Historical performance varies with market conditions. Past performance is not indicative of future results.
Benchmark Comparison: The ETF's performance closely tracks the MSCI ACWI Index. Tracking error should be monitored.
Expense Ratio: 0.31
Liquidity
Average Trading Volume
The ETF has high average daily trading volume, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting high liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
Global economic conditions, interest rates, and geopolitical events significantly impact ACWI's performance due to its broad international exposure.
Growth Trajectory
Growth trends depend on global economic growth and equity market performance in both developed and emerging markets. There have been no significant changes to its fundamental strategy.
Moat and Competitive Advantages
Competitive Edge
ACWI benefits from BlackRock's established brand, significant AUM, and efficient tracking of the MSCI ACWI Index. Its comprehensive global equity exposure makes it a popular choice for investors seeking diversified international exposure. The ETF's large size contributes to its liquidity, making it attractive to institutional investors. It has a strong brand and efficient market execution which creates stability.
Risk Analysis
Volatility
Volatility is dependent on the overall market conditions. It can experience significant volatility during market downturns.
Market Risk
Market risk is high due to its exposure to global equities, including emerging markets, which are inherently more volatile.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking broad global equity exposure with a long-term investment horizon.
Market Risk
Best suited for long-term investors and passive index followers seeking diversification across global equity markets.
Summary
The iShares MSCI ACWI ETF provides broad global equity exposure, tracking the MSCI ACWI Index. Managed by BlackRock, it offers a cost-effective way to access both developed and emerging markets. Its competitiveness relies on its brand, efficient tracking, and substantial AUM, providing high liquidity. While subject to market risks, it is suitable for long-term investors seeking global diversification.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Past performance is not indicative of future results.
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
Exchange NASDAQ | 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 is a free float-adjusted market capitalization weighted index designed to measure the combined equity market performance of developed and emerging markets countries.
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.