CRBN

iShares MSCI ACWI Low Carbon Target ETF
B

95
*Unless otherwise stated, data provided by FactSet.

CRBN Fund Description

CRBN tracks an index of stocks from global firms selected for a bias toward lower carbon emissions, but with tight constraints to the broad, marketlike ACWI index.

CRBN Factset Analytics Insight

CRBN takes a green-hued position toward the wider market, seeking to track an index of large- and midcap stocks from both established and emerging markets, investing only in those with a lower carbon footprint than the wider market. The goal is to give investors global exposure while taking into account desires for socially responsible investing. The fund provides a near perfect Fit to our benchmark, the only exception being that it tilts more toward the largest of the large-cap stocks. This is a factor that allows it to bill itself as socially responsible while providing performance similar to other broad large-cap funds. While volume is a bit thin, spreads tend to be narrow and it can be traded fairly with care. With a liquid large-cap basket, institutional investors should not have any difficulty with block trades. Reasonable fees and tracking make this an attractive option for investors who want to have a green investment and not sacrifice performance.

CRBN MSCI ESG Analytics Insight

iShares MSCI ACWI Low Carbon Target ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.61 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. iShares MSCI ACWI Low Carbon Target ETF ranks in the 57th percentile within its peer group and in the 0th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

CRBN MSCI FaCS and Factor Box

MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.

CRBN Charts And Performance

Price Chart ($)
Total Return Chart (%)
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  • 3 Months
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  • 3 Years
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Select ETFs to compare their performance:
PERFORMANCE [as of 09/18/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
CRBN 4.77% 4.08% 19.43% 5.09% 10.95% -- --
CRBN (NAV) 4.64% 2.87% 18.30% 4.17% 10.82% -- --
MSCI ACWI Low Carbon Target Index 4.62% 2.86% 18.10% 3.83% 10.54% 6.35% --
MSCI ACWI + Frontier Markets IMI Index 4.64% 2.45% 17.04% 2.23% 10.42% 6.19% 8.45%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

CRBN Summary Data

Blackrock
iShares
12/09/14
Open-Ended Fund
0.20%
$478.67M
$905.59K
0.10%

CRBN Portfolio Data

$158.96B
19.27
2.30
2.22%
12/16/19
1262

CRBN Index Data

Proprietary
Principles-based
MSCI ACWI + Frontier Markets IMI Index

CRBN Portfolio Management

0.20%
0.41%
0.62%
0.26%

CRBN Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

CRBN Fund Structure

Open-Ended Fund
No
Yes
80% / 20%
N/A
N/A
Low
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

CRBN Factset Analytics Block Liquidity

As of 09/19/19
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of CRBN. CRBN is rated a 5 out of 5.

CRBN Tradability

7,627
$905.59K
6,417
$754.17K
0.10%
$0.11
0.15%
0.88% / -0.79%
None
68.00%
50,000
0.13
0.08%
0.01%
0
$121.18
5

CRBN Sector/Industry Breakdown


CRBN
Segment Benchmark
21.05%
20.57%
20.93%
19.70%
12.34%
11.69%
12.21%
12.22%
11.34%
11.11%
8.41%
8.05%
3.99%
5.54%
3.59%
5.04%
3.16%
2.76%
2.97%
3.28%

CRBN Top 10 Holdings[View All]

Apple Inc. 2.21%
0.68%
11.47%

CRBN Countries


CRBN
Segment Benchmark
55.96%
55.54%
7.15%
7.58%
4.82%
5.10%
3.70%
3.40%
3.34%
3.00%
3.29%
3.02%
2.61%
2.62%
2.49%
2.48%
2.06%
2.21%
1.33%
1.38%

CRBN Regions


CRBN
Segment Benchmark
59.25%
58.56%
19.24%
19.55%
18.72%
19.12%
1.53%
1.40%
1.26%
1.37%

CRBN Economic Development


CRBN
Segment Benchmark
93.70%
93.73%
6.30%
6.27%

CRBN Performance Statistics

1.00
1.01
1.01
1.02
0.05%
MSCI ACWI + Frontier Markets IMI Index

CRBN MSCI ESG Ratings

BBB
5.61 / 10
--
56.89
8.85%
5.72%
61.82

CRBN Benchmark Comparison Holdings

1262
9001
1,246
69.02%

CRBN Benchmark Comparison Summary


CRBN
Segment Benchmark
1262
9001
$158.96B
$140.33B
19.27
19.48
2.30
2.17
2.42%
2.43%
Low
Low

CRBN Benchmark Comparison Market Cap Size


CRBN
Segment Benchmark
85.72%
74.81%
13.88%
18.13%
0.40%
6.16%
0.00%
0.88%