IWCiShares Micro-Cap ETF
IWC Fund Description
IWC tracks a market-cap-weighted index of U.S. micro-cap stocks. The index selects the smallest 1000 stocks in the Russell 2000 Index.
IWC Factset Analytics Insight
IWC takes a plain vanilla, market-cap-weighted view of the micro-cap segment. The underlying index selects 1000 of the smallest from the Russell 2000 Index. From our perspective, however, it skews large, putting a lot of weight in companies we consider small-caps. Its beta indicates that the fund is relatively volatile compared with the broad US micro-cap market. Still, it provides decent coverage of the space overall. Holdings costs are likely to be lower than the stated expense ratio, thanks to smart portfolio management that tends to recover a sizeable chunk. A solid choice for this hard to reach area of the market.
IWC MSCI ESG Analytics Insight
iShares Micro-Cap ETF has an MSCI ESG Fund Rating of BB based on a score of 4.26 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 Micro-Cap ETF ranks in the 13th percentile within its peer group and in the 4th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IWC Portfolio Data
IWC Index Data
IWC Portfolio Management
IWC Tax Exposures
IWC Fund Structure
IWC Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IWC. IWC is rated a 5 out of 5.
IWC Sector/Industry Breakdown
IWC Top 10 Holdings[View All]
IWC Economic Development
IWC Performance Statistics
IWC MSCI ESG Ratings
IWC Benchmark Comparison Summary
IWC Benchmark Comparison Market Cap Size