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Upturn AI Summary
Iq Candriam ESG U.S. Mid Cap Equity ETF(IQSM)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IQSM
10/28/2026: IQSM (2-star) is currently NOT-A-BUY. Pass it for now.
IQSM offers targeted exposure to U.S. mid-cap equities screened through Candriam’s ESG framework, combining growth potential with sustainability considerations. Its primary strength lies in its institutional-quality ESG approach, providing a transparent way for investors to filter for sustainable practices in the mid-cap space. It is best suited as a thematic long-term holding within a diversified portfolio, rather than a primary core-market index. Key risks include higher volatility inherent to mid-cap stocks, potential tracking error against non-ESG benchmarks, and lower trading liquidity. Investors should monitor ESG performance trends and mid-cap sector cycles to gauge the fund's ongoing fit.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Mid-cap companies often offer higher growth potential than large-cap peers. |
| Momentum investor | Mixed fit | Momentum varies based on the underlying ESG index constituents rather than purely price trends. |
| Value investor | Mixed fit | The fund focuses on sustainability metrics which may not always align with deep-value valuation screens. |
| Dividend/Income investor | Weak fit | Mid-caps are generally oriented toward capital appreciation rather than high current income. |
| Low-risk investor | Weak fit | Mid-cap stocks inherently carry higher volatility than large-cap or broad-market alternatives. |
Investor Profile
Ideal Investor Profile
The ideal investor is an ESG-conscious individual seeking growth exposure to U.S. mid-cap companies who is willing to accept moderate liquidity risk.
Suitability
Best for long-term investors looking to build a sustainable portfolio; not recommended for active day traders due to liquidity profiles.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Mid-cap stocks generally exhibit higher price swings than large-cap indices. |
| Market risk | High | The fund is fully exposed to systematic risks within the U.S. equity markets. |
| Concentration | Medium | ESG filtering may lead to sector biases compared to standard mid-cap indices. |
| Tracking/expense | Low | The management fee is competitive for an ESG-focused strategy. |
| Liquidity | Medium / high | Lower trading volume can make it harder to enter/exit large positions without price impact. |
| Business/sector quality | Medium | ESG screening inherently limits the investment universe to companies meeting specific criteria. |
Risk Analysis
Volatility
IQSM displays volatility profiles typical of mid-cap equities, often higher than large-cap indices during market turbulence.
Market Risk
As an equity fund, it is directly exposed to systematic U.S. market risk, economic cycles, and sector-specific downturns.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Mid-Cap Equities | 98.5 | This provides core exposure to mid-sized U.S. companies that have passed rigorous ESG screening. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | Minimal cash reserves are held to maintain liquidity for daily operations and rebalancing. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 30.86% | Avg. Invested days 87 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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