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Upturn AI SWOT - About
iShares Breakthrough Environmental Solutions ETF (ETEC)
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Upturn Advisory Summary
08/14/2025: ETEC (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 -25.89% | Avg. Invested days 30 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.08 | 52 Weeks Range 15.68 - 22.64 | Updated Date 06/29/2025 |
52 Weeks Range 15.68 - 22.64 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Breakthrough Environmental Solutions ETF
ETF Overview
Overview
The iShares Breakthrough Environmental Solutions ETF (IVNT) seeks to track the investment results of an index composed of developed and emerging market companies that could benefit from breakthrough environmental solutions.
Reputation and Reliability
BlackRock is one of the world's largest asset managers, known for its extensive experience and generally reliable ETF products.
Management Expertise
BlackRock has a dedicated team of professionals specializing in ETF management and environmental solutions investing.
Investment Objective
Goal
The fund aims to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Morningstar Global Breakthrough Environmental Solutions Index.
Investment Approach and Strategy
Strategy: The fund aims to track the Morningstar Global Breakthrough Environmental Solutions Index, which focuses on companies that provide products or services related to environmental solutions.
Composition The ETF primarily holds stocks of companies involved in environmental solutions, with a focus on sectors like clean energy, waste management, and sustainable agriculture.
Market Position
Market Share: IVNT's market share within the environmental solutions ETF space is moderate, reflecting a competitive landscape with several established funds.
Total Net Assets (AUM): 64090000
Competitors
Key Competitors
- ICLN
- TAN
- QCLN
- FAN
Competitive Landscape
The environmental solutions ETF market is competitive, with several large players. IVNT differentiates itself by focusing on 'breakthrough' solutions. However, larger competitors like ICLN benefit from greater brand recognition and trading volume. IVNT's smaller size may make it less liquid than its competitors. The index this tracks may also include smaller cap names that competitors may exclude.
Financial Performance
Historical Performance: Historical performance data is not readily available in a structured array format, so it is excluded for brevity. Consult official fund factsheet.
Benchmark Comparison: Benchmark comparison data is not readily available in a structured array format, so it is excluded for brevity. Consult official fund factsheet.
Expense Ratio: 0.45
Liquidity
Average Trading Volume
IVNT's average trading volume is moderate, suggesting adequate but not exceptionally high liquidity.
Bid-Ask Spread
IVNT's bid-ask spread is relatively tight, indicating reasonable trading costs for investors.
Market Dynamics
Market Environment Factors
Government policies promoting renewable energy, increasing environmental awareness, and technological advancements in clean technologies all positively influence IVNT.
Growth Trajectory
IVNT's growth trajectory is tied to the broader adoption of environmental solutions and investor interest in sustainable investing, with potential fluctuations based on market sentiment and regulatory changes.
Moat and Competitive Advantages
Competitive Edge
IVNT's competitive edge lies in its focus on companies developing breakthrough environmental solutions, potentially offering exposure to innovative technologies. This targeted approach differentiates it from broader environmental ETFs. However, the 'breakthrough' focus may also introduce higher risk due to the uncertainty surrounding new technologies. Ultimately, IVNT offers a unique way to invest in the green sector.
Risk Analysis
Volatility
IVNT's volatility can be moderate to high, given the focus on potentially volatile, high-growth companies involved in new technologies.
Market Risk
IVNT is exposed to market risk, particularly sector-specific risks associated with environmental solutions, technological obsolescence, and regulatory changes.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking exposure to the environmental solutions sector, comfortable with moderate to high volatility, and has a long-term investment horizon.
Market Risk
IVNT is suitable for long-term investors who believe in the growth potential of environmental solutions and are willing to accept higher risk for potentially higher returns.
Summary
IVNT offers targeted exposure to companies developing breakthrough environmental solutions, providing a unique investment opportunity in the green sector. Its focus on innovation carries higher risk, suitable for long-term investors comfortable with volatility. BlackRock's management provides credibility, but its smaller size compared to competitors presents some liquidity considerations. Overall, IVNT is a niche ETF for those specifically seeking exposure to emerging environmental technologies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar.com
- etfdb.com
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Consult with a qualified financial advisor before making any investment decisions. Market share data is approximate and based on available information.
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 Breakthrough Environmental Solutions ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The underlying index measures the performance of equity securities issued by U.S. and non-U.S. companies involved in breakthrough innovations and new technologies that seek to address or combat climate change, as determined by Morningstar or its affiliates. The fund generally will invest at least 90% of its assets in the component securities of the underlying index.
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.