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Upturn AI SWOT - About
iShares MSCI ACWI ex U.S. ETF (ACWX)
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Upturn Advisory Summary
07/10/2025: ACWX (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 -6.92% | Avg. Invested days 50 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.04 | 52 Weeks Range 48.30 - 61.03 | Updated Date 06/30/2025 |
52 Weeks Range 48.30 - 61.03 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares MSCI ACWI ex U.S. ETF
ETF Overview
Overview
The iShares MSCI ACWI ex U.S. ETF (ACWX) aims to replicate the performance of the MSCI ACWI ex USA Index, providing exposure to large- and mid-cap stocks across developed and emerging markets, excluding the United States. The ETF focuses on diversified international equity exposure, excluding US companies. Asset allocation is primarily focused on equities, and the investment strategy involves passively tracking the index.
Reputation and Reliability
BlackRock is a reputable and reliable issuer, known for its iShares ETF brand, and has a long track record in the ETF market.
Management Expertise
BlackRock possesses substantial management expertise with a dedicated team managing a wide array of ETFs and investment products.
Investment Objective
Goal
The primary investment goal is to replicate the performance of the MSCI ACWI ex USA Index, offering exposure to international equities excluding the US.
Investment Approach and Strategy
Strategy: The ETF tracks the MSCI ACWI ex USA Index.
Composition The ETF holds a diversified portfolio of stocks from developed and emerging markets outside the United States.
Market Position
Market Share: ACWX holds a moderate market share in the international ex-US equity ETF category.
Total Net Assets (AUM): 9310000000
Competitors
Key Competitors
- Vanguard FTSE All-World ex-US ETF (VEU)
- Schwab International Equity ETF (SCHF)
- iShares Core MSCI EAFE ETF (IEFA)
Competitive Landscape
The competitive landscape includes several large ETFs offering similar international ex-US equity exposure. ACWX competes primarily with VEU and SCHF. ACWX's advantage is its brand recognition and comprehensive market coverage, while disadvantages could be slightly higher expense ratios or differences in tracking methodology compared to competitors.
Financial Performance
Historical Performance: Historical performance varies depending on the time period, influenced by global market conditions and currency fluctuations.
Benchmark Comparison: The ETF's performance closely tracks its benchmark index, with minor deviations due to expense ratios and tracking errors.
Expense Ratio: 0.32
Liquidity
Average Trading Volume
ACWX demonstrates good liquidity with a healthy average daily trading volume, enabling easy buying and selling.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting good liquidity and lower transaction costs for investors.
Market Dynamics
Market Environment Factors
Global economic growth, trade policies, interest rate changes, and political stability in various countries all affect the performance of ACWX.
Growth Trajectory
Growth is closely tied to the performance of international equity markets, with potential changes in geographical allocation based on index updates.
Moat and Competitive Advantages
Competitive Edge
ACWX benefits from BlackRock's established brand and strong distribution network. Its broad diversification across developed and emerging markets provides comprehensive international equity exposure. This ETF offers investors a straightforward way to access international markets without US exposure. The low tracking error also contributes to its competitive edge. Investors appreciate the reliability of BlackRock and the ETF's adherence to its stated investment objective.
Risk Analysis
Volatility
The ETF's volatility reflects the volatility of international equity markets, including emerging markets, making it susceptible to currency fluctuations and political risks.
Market Risk
Market risks include fluctuations in international equity markets, currency risk, and geopolitical events affecting specific countries or regions.
Investor Profile
Ideal Investor Profile
Ideal investors are those seeking international equity exposure outside the United States as part of a diversified portfolio.
Market Risk
ACWX is suitable for long-term investors seeking diversification and exposure to international markets, including passive index followers.
Summary
The iShares MSCI ACWI ex U.S. ETF (ACWX) provides investors with access to a diversified portfolio of international equities, excluding the United States. Managed by BlackRock, it tracks the MSCI ACWI ex USA Index with a reasonable expense ratio. The ETF's performance is closely tied to global market conditions and currency fluctuations. ACWX suits long-term investors looking to diversify their portfolio with international equities and benefit from the stability of a passive investment strategy and the reputation of the fund manager.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Official Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor. Market share data is approximate and subject to change.
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 ex U.S. 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 the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the 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, excluding the United States.
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