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Upturn AI SWOT - About
iShares Trust - iShares MSCI Water Management Multisector ETF (IWTR)
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Upturn Advisory Summary
08/14/2025: IWTR (1-star) is currently NOT-A-BUY. Pass it for now.
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 -9.62% | Avg. Invested days 47 | Today’s Advisory PASS |
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 - | 52 Weeks Range 25.53 - 33.62 | Updated Date 06/29/2025 |
52 Weeks Range 25.53 - 33.62 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Trust - iShares MSCI Water Management Multisector ETF
ETF Overview
Overview
The iShares MSCI Water Management Multisector ETF (IWTR) seeks to track the investment results of an index composed of global equities in the water management sector. It provides exposure to companies involved in water utilities, infrastructure, and technologies. The ETF aims for long-term capital appreciation by investing in companies that derive significant revenue from water-related businesses.
Reputation and Reliability
iShares is a well-established and reputable issuer of ETFs, known for its wide range of investment products and strong track record.
Management Expertise
iShares benefits from BlackRock's extensive asset management expertise and experienced portfolio managers.
Investment Objective
Goal
To track the investment results of an index composed of global equities in the water management sector.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the MSCI ACWI IMI Water Management Index.
Composition The ETF primarily holds stocks of companies involved in various aspects of the water management industry.
Market Position
Market Share: Insufficient data to accurately assess specific market share.
Total Net Assets (AUM): 43600000
Competitors
Key Competitors
- Invesco Water Resources ETF (PHO)
- Ecofin Global Water ESG Fund (EBLU)
- First Trust Water ETF (FIW)
Competitive Landscape
The water ETF industry is moderately competitive. IWTR offers a global approach, while others focus on specific segments. IWTR's advantages include BlackRock's brand and broad market exposure. Disadvantages may involve higher expense ratio compared to some competitors, and the global nature of the portfolio introduces currency risk.
Financial Performance
Historical Performance: Historical performance data unavailable for direct input. Consult financial resources for specific performance metrics.
Benchmark Comparison: Benchmark comparison unavailable for direct input. Consult financial resources for specific performance metrics.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity, which is expected from specialized sector ETFs.
Bid-Ask Spread
The bid-ask spread is usually competitive, but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Demand for water management solutions is increasing due to population growth, urbanization, and climate change, all contributing to growth prospects. Market conditions may be affected by regulatory changes and technological innovations within the water sector.
Growth Trajectory
The ETF's growth trajectory is tied to the increasing global demand for efficient water management. The ETF's holdings could change based on the index's composition which is subject to reviews and adjustments reflecting market capitalization and revenue classification.
Moat and Competitive Advantages
Competitive Edge
IWTR's competitive edge is its global focus and BlackRock's brand recognition. It offers diversified exposure to the water management sector across multiple countries and market caps. The global diversification helps to mitigate risks concentrated in a single region or company. The ETF also benefits from BlackRock's research capabilities and established distribution network. However, its performance is subject to currency fluctuations and global economic conditions.
Risk Analysis
Volatility
IWTR's volatility is comparable to other sector-specific ETFs and can be influenced by overall market conditions and the performance of the water management industry.
Market Risk
Market risks include fluctuations in the value of the underlying stocks due to economic conditions, industry-specific challenges, and geopolitical events. Specific risks are concentrated within water-related businesses and are subject to environmental regulations and political intervention.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking long-term capital appreciation through exposure to the global water management sector.
Market Risk
The ETF is best suited for long-term investors who understand the risks and opportunities within the water sector.
Summary
The iShares MSCI Water Management Multisector ETF provides targeted exposure to the global water management sector. It offers diversification across various water-related industries and geographic regions. The ETF is managed by BlackRock, a reputable issuer. Investors should consider the ETF's expense ratio, global nature, and sector-specific risks. It is best suited for long-term investors with a positive outlook on the water management industry.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Official Website
- Morningstar
- ETF.com
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data is based on available information and may not be exact. Consult a financial advisor before making any investment decisions.
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 Trust - iShares MSCI Water Management Multisector ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
It invests at least 90% of its assets in the component securities of the index and in investments that have economic characteristics that are substantially identical to the component securities of the index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. It is non-diversified.
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