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Upturn AI SWOT - About
iShares MSCI ACWI ex U.S. ETF (ACWX)
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Upturn Advisory Summary
08/14/2025: ACWX (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.
Analysis of Past Performance
Type ETF | Historic Profit -4.79% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.04 | 52 Weeks Range 48.30 - 61.03 | Updated Date 06/30/2025 |
52 Weeks Range 48.30 - 61.03 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares MSCI ACWI ex U.S. ETF
ETF Overview
Overview
The iShares MSCI ACWI ex U.S. ETF (ACWX) seeks to track the investment results of a broad, market-cap-weighted index composed of companies from developed and emerging markets outside the United States. It offers diversified exposure to international equities across various sectors and countries, excluding U.S. stocks.
Reputation and Reliability
iShares (BlackRock) is a leading ETF provider with a strong reputation for reliability and a long track record in the ETF market.
Management Expertise
BlackRock has extensive experience and expertise in managing ETFs and passive investment strategies, ensuring efficient tracking of the underlying index.
Investment Objective
Goal
To track the investment results of an index composed of large- and mid-capitalization developed and emerging market equities, excluding the United States.
Investment Approach and Strategy
Strategy: ACWX aims to replicate the performance of the MSCI ACWI ex USA Index by holding a portfolio of stocks that mirror the index's composition.
Composition The ETF primarily holds stocks from a wide range of international markets, with allocations based on market capitalization and index weighting methodologies.
Market Position
Market Share: ACWX holds a significant market share among ETFs focusing on international equities excluding the US.
Total Net Assets (AUM): 39000000000
Competitors
Key Competitors
- Vanguard FTSE All-World ex-US ETF (VEU)
- Schwab International Equity ETF (SCHF)
- SPDR Portfolio Developed World ex-US ETF (SPDW)
Competitive Landscape
The international equity ETF market is competitive, with several large players offering similar products. ACWX benefits from the iShares brand and established track record. Competitors often differentiate through expense ratios or index methodologies, impacting tracking error and overall returns. ACWX is slightly more expensive than some alternatives.
Financial Performance
Historical Performance: Historical performance varies depending on the time period, reflecting fluctuations in global equity markets. Consult fund factsheet for details.
Benchmark Comparison: ACWX's performance should closely track the MSCI ACWI ex USA Index. Deviations may occur due to expense ratios and tracking error.
Expense Ratio: 0.32
Liquidity
Average Trading Volume
ACWX exhibits high liquidity with a substantial average daily trading volume, allowing investors to buy and sell shares easily.
Bid-Ask Spread
The bid-ask spread for ACWX is typically narrow, indicating efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
ACWX is affected by global economic conditions, currency exchange rates, political stability, and sector-specific trends in various international markets.
Growth Trajectory
ACWX's growth depends on the performance of international equity markets and the ETF's ability to attract and retain assets. Any changes to the composition of the MSCI ACWI ex USA Index directly affect the holdings.
Moat and Competitive Advantages
Competitive Edge
ACWX benefits from the iShares brand recognition and established presence in the ETF market. Its broad diversification across numerous countries and sectors provides comprehensive international equity exposure. The ETF efficiently tracks the MSCI ACWI ex USA Index. However, its expense ratio is slightly higher than some competitors, which might be a disadvantage. The fund's large AUM contributes to its liquidity and trading efficiency.
Risk Analysis
Volatility
ACWX's volatility mirrors the volatility of international equity markets, which can be influenced by various economic and political factors.
Market Risk
ACWX is subject to market risk, currency risk, and political risk associated with investing in international equities. Specific risks depend on the individual countries and sectors represented in the portfolio.
Investor Profile
Ideal Investor Profile
ACWX is suitable for investors seeking diversified exposure to international equities outside the United States, aiming to complement their domestic equity holdings.
Market Risk
ACWX is best for long-term investors seeking passive index exposure to international markets and willing to accept the associated risks and potential volatility.
Summary
The iShares MSCI ACWI ex U.S. ETF (ACWX) offers diversified access to international equities excluding the U.S. ACWX allows investors to add international exposure to their existing investment portfolios. The expense ratio is a bit high compared to the others. It is suitable for long-term investors looking for international growth opportunities and who can accept risks due to market volatilities.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar.com
- ETFdb.com
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data is estimated and may vary. Performance data is not guaranteed and 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 ex U.S. 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 the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the 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, excluding the United States.
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.