IWFH

iShares Virtual Work and Life Multisector ETF
*Unless otherwise stated, data provided by FactSet.

IWFH Fund Description

IWFH tracks a market-cap-weighted index that invests in companies around the globe that are involved in supporting individuals’ virtual and remote way of working and living.

IWFH Factset Analytics Insight

IWFH invests in equities from 41 developed or emerging markets and across multiple sectors, which support Tele-work and Tele-lifestyles. The Index selects securities based on fundamental research that allow a virtual way of life across entertainment, wellness and learning. The starting universe considers the most liquid, publicly-traded companies, classified using FactSet’s Revere Business Industry Classification System (RBICS) based on their primary lines of business, revenue data and a related keyword search. Selected companies are those that derive a majority of their revenues from 33 RBICS industries considered as Virtual Work and Life products and services providers. Holdings are market-cap-weighted with individual stocks capped at 2%. The Index undergoes annual reconstitution and semi-annual rebalance.

IWFH MSCI ESG Analytics Insight

iShares Virtual Work and Life Multisector ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.47 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 Virtual Work and Life Multisector ETF ranks in the 34th percentile within its peer group and in the 43th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

PERFORMANCE [as of 07/29/21] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
IWFH -5.35% -5.94% -4.93% -- -- -- --
IWFH (NAV) -5.43% -4.03% -4.69% -- -- -- --
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

IWFH Summary Data

Blackrock
iShares
09/29/20
Open-Ended Fund
0.47%
$8.51M
$39.80K
0.18%
WFH

IWFH Portfolio Data

$94.75B
220.24
6.42
--
12/13/21
78

IWFH Index Data

NYSE FactSet Global Virtual Work and Life Index
Tiered
Fundamental
N/A

IWFH Portfolio Management

0.47%
--
--
--

IWFH Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

IWFH Fund Structure

Open-Ended Fund
No
N/A
-- / --
N/A
N/A
High
Daily

IWFH Factset Analytics Block Liquidity

As of 07/30/21
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of IWFH. IWFH is rated a 4 out of 5.

IWFH Tradability

1,398
$39.80K
544
$15.34K
0.18%
$0.05
0.17%
0.85% / -0.57%
None
74.00%
100,000
0.01
0.02%
0.06%
0
$28.46
4

IWFH Top 10 Holdings[View All]

2.57%
Five9, Inc. 2.55%
2.39%
Chegg, Inc. 2.39%
25.46%

IWFH Countries


IWFH
Segment Benchmark
60.26%
--
11.68%
--
5.35%
--
4.51%
--
4.29%
--
2.99%
--
2.65%
--
1.87%
--
1.76%
--
1.54%
--

IWFH Regions


IWFH
Segment Benchmark
60.71%
--
24.37%
--
13.05%
--
1.87%
--

IWFH Economic Development


IWFH
Segment Benchmark
94.65%
--
5.35%
--

IWFH Performance Statistics

--
--
--
--
0.00%
N/A

IWFH MSCI ESG Ratings

5.47 / 10
43.35
33.75
--
5.15%
14.59

IWFH Benchmark Comparison Holdings

78
--
--
0.00%

IWFH Benchmark Comparison Summary


IWFH
Segment Benchmark
78
--
$94.75B
--
220.24
--
6.42
--
0.26%
--
Low
High

IWFH Benchmark Comparison Market Cap Size


IWFH
Segment Benchmark
62.46%
--
30.49%
--
6.59%
--
0.46%
--