IDATiShares Cloud 5G and Tech ETF
IDAT Fund Description
IDAT tracks an index of global technology companies that focus on two primary themes: cloud computing and 5G. Holdings are weighted by market-cap within each theme.
IDAT Factset Analytics Insight
IDAT targets global digital infrastructure technology providers which are specifically identified by Morningstar’s research team as companies that benefit from having significant exposure to two primary themes: cloud computing and 5G. Eligible firms that meet size and liquidity screens are further evaluated based on their current and projected 5-, 10-, and 20-year revenue from cloud computing- and 5G-related businesses. Companies are then scored based on their given betas relative to each theme.The top 25 companies within each primary theme are selected and weighted by market-cap. Individual positions are capped at 2.5% weight. Holdings are rebalanced and reconstituted annually to have equal allocations on each primary theme group.
IDAT MSCI ESG Analytics Insight
iShares Cloud 5G and Tech ETF has an MSCI ESG Fund Rating of undefined based on a score of 7.79 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 Cloud 5G and Tech ETF ranks in the 83th percentile within its peer group and in the 91st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IDAT Portfolio Data
IDAT Index Data
IDAT Portfolio Management
IDAT Tax Exposures
IDAT Fund Structure
IDAT Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IDAT. IDAT is rated a 4 out of 5.
IDAT Sector/Industry Breakdown
IDAT Economic Development
IDAT Performance Statistics
IDAT MSCI ESG Ratings
IDAT Benchmark Comparison Summary
IDAT Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.