IQLT
iShares MSCI Intl Quality Factor ETFIQLT Fund Description
IQLT tracks an index of large- and midcap stocks in developed countries, outside of the US. The index is selected and weighted for exposure to fundamental quality metrics.
IQLT Factset Analytics Insight
IQLT screens its international equity universe based on three measures of fundamental quality: return on equity, debt/equity ratio, and earnings variability. At each semi-annual rebalance, the fund selects 300 securities with the highest combined quality score. Holdings are weighted such that each sector receives the same weight as in the cap-weighted universe (hence the “sector neutral” in the fund’s name). Within each sector, holdings are weighted by their quality score, scaled by market cap. Though IQLT’s portfolio compares closely to our segment benchmark on a sector basis, geographic tilts abound—in particular, Japan is severely underweighted. IQLT charges a reasonable fee for factor exposure, though plain-vanilla competitors are available at a fraction of the price. Note that sibling QUAL applies the same methodology to US equity.
IQLT MSCI ESG Analytics Insight
iShares MSCI Intl Quality Factor ETF has an MSCI ESG Fund Rating of AA based on a score of 7.39 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 Intl Quality Factor ETF ranks in the 88th percentile within its peer group and in the 62nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IQLT 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.
IQLT Charts And Performance
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IQLT Summary Data
IQLT Portfolio Data
IQLT Index Data
IQLT Portfolio Management
IQLT Tax Exposures
IQLT Fund Structure
IQLT Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IQLT. IQLT is rated a 5 out of 5.
IQLT Tradability
IQLT Sector/Industry Breakdown
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IQLT Top 10 Holdings[View All]
IQLT Countries
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IQLT Regions
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IQLT Economic Development
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IQLT Performance Statistics
IQLT MSCI ESG Ratings
IQLT Benchmark Comparison Summary
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IQLT Benchmark Comparison Market Cap Size
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Terms of Use
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.