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Upturn AI SWOT - About
iShares MSCI Global Energy Producers ETF (FILL)
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Upturn Advisory Summary
07/31/2025: FILL (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 -8.76% | Avg. Invested days 39 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/31/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.75 | 52 Weeks Range 19.72 - 25.44 | Updated Date 06/29/2025 |
52 Weeks Range 19.72 - 25.44 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares MSCI Global Energy Producers ETF
ETF Overview
Overview
The iShares MSCI Global Energy Producers ETF (IEO) seeks to track the investment results of an index composed of global equities in the energy sector. It primarily focuses on companies involved in the exploration, extraction, production, and transportation of oil, gas, and coal. The asset allocation is heavily concentrated in energy stocks, following a market-cap-weighted index.
Reputation and Reliability
iShares is a well-established ETF provider with a strong reputation for offering reliable and transparent investment products.
Management Expertise
BlackRock, the parent company of iShares, has extensive experience and expertise in managing ETFs and other investment vehicles.
Investment Objective
Goal
To track the investment results of an index composed of global equities in the energy sector.
Investment Approach and Strategy
Strategy: The ETF aims to track the MSCI ACWI IMI Energy Index, a market-cap-weighted index of global energy companies.
Composition The ETF primarily holds stocks of companies engaged in energy exploration, production, refining, and transportation. The holdings include both large-cap and mid-cap companies.
Market Position
Market Share: Difficult to estimate the exact market share without specific industry data, but it is a significant player within the energy sector ETFs.
Total Net Assets (AUM): 2680000000
Competitors
Key Competitors
- Energy Select Sector SPDR Fund (XLE)
- Vanguard Energy ETF (VDE)
- First Trust Energy AlphaDEX Fund (FXN)
Competitive Landscape
The energy ETF market is competitive, with several large players. IEO offers global exposure, while XLE and VDE are U.S.-focused. IEO's advantage is its global diversification, but it may underperform during periods of strong U.S. energy sector performance. FXN uses an enhanced indexing strategy potentially leading to different results.
Financial Performance
Historical Performance: Historical performance data would need to be retrieved from financial data providers.
Benchmark Comparison: The ETF's performance should be compared to the MSCI ACWI IMI Energy Index to assess tracking accuracy.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
The average trading volume is moderate, providing sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating relatively low transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, oil prices, geopolitical events, and regulatory changes impacting the energy sector influence IEO's performance.
Growth Trajectory
Growth is tied to global energy demand, technological advancements in energy production, and the performance of global energy companies. There are no recent major changes to the strategy or holdings.
Moat and Competitive Advantages
Competitive Edge
IEO's competitive advantage is its comprehensive global exposure to the energy sector, tracking the MSCI ACWI IMI Energy Index. It provides access to a broad range of international energy companies, diversifying beyond U.S.-centric energy ETFs. This can be attractive to investors seeking to capitalize on global energy trends. BlackRock's strong brand and efficient ETF management further bolster its competitive position.
Risk Analysis
Volatility
The ETF's volatility is directly related to the volatility of the energy sector and global equity markets.
Market Risk
The ETF is exposed to commodity price risk, geopolitical risk, and regulatory risk affecting the energy sector, including policy changes related to climate change and renewable energy. Changes in energy demand can greatly affect the values of the holdings.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to the global energy sector for diversification or as a tactical investment based on energy market outlook.
Market Risk
Suitable for investors with a moderate to high risk tolerance who are looking for long-term exposure to the energy sector and understand its cyclical nature.
Summary
The iShares MSCI Global Energy Producers ETF (IEO) offers global exposure to the energy sector, tracking the MSCI ACWI IMI Energy Index. It is a well-managed ETF by BlackRock and provides investors with diversification beyond the US energy market. The ETF is subject to commodity price risk, geopolitical risk, and regulatory risks associated with the energy sector. It is suitable for long-term investors with a moderate to high risk tolerance seeking exposure to global energy stocks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- Bloomberg
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market share estimates are approximate and based on available data.
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 Global Energy Producers 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 the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index measures the combined performance of equity securities of companies in both developed and emerging markets that are primarily engaged in the business of energy exploration and production. The fund is non-diversified.
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