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Upturn AI SWOT - About
iShares MSCI ACWI ETF (ACWI)
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Upturn Advisory Summary
03/11/2025: ACWI (1-star) is a SELL. SELL since 4 days. Profits (-2.68%). Updated daily EoD!
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type ETF | Historic Profit 2.24% | Avg. Invested days 56 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/11/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.02 | 52 Weeks Range 100.47 - 128.44 | Updated Date 06/29/2025 |
52 Weeks Range 100.47 - 128.44 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares MSCI ACWI ETF
ETF Overview
Overview
The iShares MSCI ACWI ETF (ACWI) aims to track the investment results of an index composed of large- and mid-capitalization equities across developed and emerging markets. It offers broad global equity exposure with a diversified portfolio. The investment strategy focuses on replicating the performance of the MSCI ACWI Index.
Reputation and Reliability
BlackRock, the issuer of iShares ETFs, is one of the largest and most reputable asset managers globally, known for its extensive experience and reliable ETF offerings.
Management Expertise
BlackRock has a dedicated team of experienced portfolio managers and analysts specializing in ETF management and index replication.
Investment Objective
Goal
To track the investment results of an index composed of large- and mid-capitalization equities across developed and emerging markets.
Investment Approach and Strategy
Strategy: Tracks the MSCI ACWI Index.
Composition Primarily holds stocks from various countries across developed and emerging markets.
Market Position
Market Share: ACWI holds a significant market share within the global equity ETF category, reflecting its popularity and broad market coverage.
Total Net Assets (AUM): 10500000000
Competitors
Key Competitors
- Vanguard Total World Stock ETF (VT)
- SPDR Portfolio Developed World ex-US ETF (SPDW)
- Schwab International Equity ETF (SCHF)
Competitive Landscape
The global equity ETF market is competitive, with several large players offering similar broad market exposure. ACWI benefits from BlackRock's brand and trading liquidity. However, other ETFs, like VT, offer even broader exposure at a similar cost.
Financial Performance
Historical Performance: Historical performance varies with market conditions; data should be acquired from financial sources.
Benchmark Comparison: The ETF's performance closely tracks the MSCI ACWI Index.
Expense Ratio: 0.32
Liquidity
Average Trading Volume
The ETF exhibits high liquidity with substantial average daily trading volume.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators, global growth prospects, and geopolitical events can all influence ACWI's performance.
Growth Trajectory
Growth depends on global economic growth and the performance of underlying equity markets. Any changes in the index methodology can alter the holdings of the ETF.
Moat and Competitive Advantages
Competitive Edge
ACWI's competitive edge lies in its broad global equity exposure, high liquidity, and the reputation of its issuer, BlackRock. It offers investors a convenient way to access a diversified portfolio of global stocks in a single investment. The ETF is well-established and widely recognized. The ETF also has strong trading volumes.
Risk Analysis
Volatility
Volatility is dependent on global market conditions.
Market Risk
ACWI is subject to market risk, including fluctuations in equity prices and currency exchange rates.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking broad global equity exposure for long-term capital appreciation.
Market Risk
Suitable for long-term investors seeking diversified global equity exposure.
Summary
The iShares MSCI ACWI ETF (ACWI) provides investors with diversified exposure to global equities across developed and emerging markets. With a low expense ratio and backing from BlackRock, it's a popular choice for long-term, globally focused investors. The ETF offers liquidity and a broad market representation, but is subject to standard market and currency risks. Investors should consider their risk tolerance and investment goals before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- MSCI
- BlackRock
- Financial news sources
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results. 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 MSCI ACWI ETF
Exchange NASDAQ | 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 its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The index is a free float-adjusted market capitalization weighted index designed to measure the combined equity market performance of developed and emerging markets countries.
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.