iShares MSCI Intl Quality Factor ETF (IQLT)

Overview

The iShares MSCI International Quality Factor ETF (IQLT) seeks to track the investment results of an index composed of international developed market equities with high quality characteristics like high return on equity, stable year-over-year earnings growth and low financial leverage.

Reputation and Reliability

iShares is a well-established and reputable ETF provider with a long track record of managing various ETFs.

Management Expertise

BlackRock, the issuer of iShares ETFs, has significant experience and expertise in managing investment funds and ETFs.

Goal

The ETF aims to provide investment results that correspond to the price and yield performance, before fees and expenses, of the MSCI World ex USA Sector Neutral Quality Index.

Investment Approach and Strategy

Strategy: The ETF tracks an index of international developed market equities with high quality characteristics.

Composition The ETF holds stocks from international developed markets, selected based on quality factors such as return on equity, earnings variability, and financial leverage. It aims to be sector neutral compared to the parent index.

Market Share: Data unavailable.

Total Net Assets (AUM): 2656471112

Key Competitors

• SPDR MSCI International Quality Mix ETF (IQI)
• FlexShares Quality Dividend Defensive Index Fund (QDEF)
• Invesco FTSE International High Dividend Low Volatility ETF (IDLV)

Competitive Landscape

The international quality factor ETF market is competitive, with multiple providers offering similar strategies. IQLT benefits from iShares' strong brand and distribution network. A potential disadvantage is relative performance compared to peers, depending on the specific market conditions and factor exposures at a specific moment in time.

Historical Performance: Historical performance data needs to be sourced and is not available in this response.

Benchmark Comparison: Benchmark comparison data needs to be sourced and is not available in this response.

Expense Ratio: 0.3

Average Trading Volume

The ETF's liquidity is reflected in its average trading volume, which impacts how easily it can be bought or sold. Data needs to be sourced and is not available in this response.

Bid-Ask Spread

The bid-ask spread represents the difference between the highest price a buyer is willing to pay and the lowest price a seller is willing to accept; a narrow spread suggests higher liquidity. Data needs to be sourced and is not available in this response.

Market Environment Factors

Economic indicators in international developed markets, sector growth prospects, and global market conditions influence IQLT's performance.

Growth Trajectory

The growth of IQLT depends on investor demand for quality factor investing and the performance of international developed market equities. There are no major changes to strategy noted.

Competitive Edge

IQLT's competitive edge lies in its association with iShares, a leading ETF provider, its transparent and rules-based methodology for selecting quality stocks, and its sector-neutral approach relative to the parent index, which can appeal to investors seeking pure quality exposure. The ETF provides access to a diversified portfolio of international quality stocks. Additionally, low financial leverage and stable earnings helps it out perform against peers. This combination of brand recognition, systematic factor exposure, and diversification helps attract a broad range of investors.

Volatility

IQLT's volatility depends on the volatility of the underlying international developed market equities and the sensitivity of the quality factor to market conditions.

Market Risk

IQLT is subject to market risk, including the risk of declines in international equity markets, currency risk, and the risk that the quality factor may underperform the broader market.

Ideal Investor Profile

The ideal investor for IQLT is someone seeking exposure to international developed market equities with a focus on quality factors. This ETF is suitable for investors seeking long-term capital appreciation and diversification.

Market Risk

IQLT is best suited for long-term investors seeking a diversified portfolio of quality international stocks and those who understand factor-based investing.

The iShares MSCI International Quality Factor ETF (IQLT) offers investors exposure to international developed market equities with a focus on quality factors like high return on equity, stable earnings growth, and low financial leverage. As part of the iShares family, the ETF benefits from BlackRock's expertise and strong brand recognition, which contributes to its appeal among investors. While exposed to general market risk and fluctuations in international equity markets, IQLT provides diversification and access to a portfolio of quality stocks. It is best suited for long-term investors seeking capital appreciation and factor exposure in international developed markets.

Data Sources:

• iShares website
• ETF.com
• Company Filings
• Morningstar

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Market share and performance data may vary depending on the source and date. Past performance is not indicative of future results. Investors should consult with a financial advisor before making any investment decisions.