IEFN
iShares Evolved U.S. Financials ETFIEFN Fund Description
IEFN is an actively-managed, market-cap-weighted fund of large-, mid-, and small-cap US stocks in the financial sector. The fund uses an alternative classification system defined by machine learning algorithms.
IEFN Factset Analytics Insight
This fund is closing. The last day of trading will be on August 22, 2022. IEFN is part of an iShares suite that uses text analysis, guided by machine learning techniques, to classify funds into sectors. The methodology identifies the words and phrases companies use to describe themselves in public documents, such as 10-Ks. The all-cap approach to selection provides more diversified exposure to financial stocks. While the sector suite as a whole is market-cap-weighted, companies can have their weight split between two or more funds. Those having more financials-related words appearing in their materials receive more weight in IEFN. The fund is reconstituted on a quarterly basis to provide more responsive shifts in allocation than other classification systems.
IEFN Summary Data
IEFN Portfolio Data
IEFN Index Data
IEFN Portfolio Management
IEFN Tax Exposures
IEFN Fund Structure
IEFN Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IEFN. IEFN is rated a 5 out of 5.
IEFN Tradability
IEFN Sector/Industry Breakdown
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IEFN Top 10 Holdings[View All]
IEFN Countries
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IEFN Regions
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IEFN Economic Development
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IEFN Performance Statistics
IEFN Benchmark Comparison Summary
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IEFN Benchmark Comparison Market Cap Size
IEFN
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.