ACWI - ETF AI Analysis
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iShares MSCI ACWI ETF (ACWI)
Rating:66Neutral
Price Target:―
Positive Factors
Strong Overall Performance
The ETF has delivered strong gains so far this year, helped by solid returns over the last few months.
Leading Technology Holdings
Several of the largest technology positions, including major chip and hardware companies, have shown strong performance and support the fund’s growth potential.
Broad Global and Sector Diversification
The fund spreads its investments across many countries and sectors, which helps reduce the impact of weakness in any single region or industry.
Negative Factors
Heavy U.S. Market Dependence
With a large majority of assets in U.S. stocks, the ETF is highly sensitive to the direction of the U.S. market.
Concentration in Mega-Cap Tech
A meaningful portion of the portfolio is tied up in a handful of very large technology companies, increasing the risk if these specific stocks struggle.
Mixed Performance Among Top Holdings
While some major positions have performed strongly, a few key names have shown weak or lagging results, which can drag on the fund’s returns.
ACWI vs. SPDR S&P 500 ETF (SPY)
AUM33.25B
RegionGlobal
Expense Ratio0.32%
Beta0.92
IssueriShares
Inception DateMar 26, 2008
Dividend Yield1.4%
Asset ClassEquity
Index TrackedMSCI ACWI Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,888,082
30 Day Avg. Volume2,942,717
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
190.77Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering1770
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ACWI Summary
ACWI is the iShares MSCI ACWI ETF, built to follow the MSCI All Country World Index, which covers stocks from both U.S. and international markets, including developed and emerging countries. It owns many well-known companies such as Apple, Microsoft, Amazon, and Tesla, along with hundreds of others across technology, finance, health care, and more. Someone might invest in ACWI to get instant global diversification in a single fund and use it as a core long-term holding for broad market growth. A key risk is that its value can rise or fall with global stock markets, especially large tech companies.
How much will it cost me?The iShares MSCI ACWI ETF has an expense ratio of 0.32%, which means you’ll pay $3.20 per year for every $1,000 invested. This is lower than average for actively managed funds but slightly higher than many passively managed ETFs, as it provides broad global exposure to both developed and emerging markets.
What would affect this ETF?The iShares MSCI ACWI ETF could benefit from global economic growth, particularly in technology and consumer sectors, as its top holdings include major tech companies like Nvidia, Apple, and Microsoft. However, it may face challenges from rising interest rates, which can negatively impact growth stocks, and geopolitical tensions or regulatory changes in key markets, especially in emerging economies. Its broad exposure to global equities provides diversification but also makes it sensitive to worldwide economic and sector-specific trends.
ACWI Top 10 Holdings
ACWI’s story is largely written by Big Tech and chipmakers. Microsoft has been a key engine lately, with its cloud and AI momentum helping lift the fund, while Nvidia and Micron add extra power from the semiconductor side, where gains have been especially lively. Apple and Amazon look more mixed, occasionally losing steam and tempering the upside, and Meta plus Tesla have been clear drags, weighing on recent results. Overall, the ETF leans heavily into U.S. technology and communication giants, even as it maintains broad global exposure across sectors and regions.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 4.64% | $1.54B | $5.16T | 15.45% | 76 Outperform | |
| Apple | 4.41% | $1.47B | $4.52T | 35.99% | 79 Outperform | |
| Microsoft | 3.36% | $1.12B | $3.65T | -2.05% | 79 Outperform | |
| Amazon | 2.42% | $802.50M | $2.82T | 13.60% | 71 Outperform | |
| Alphabet Class A | 1.91% | $633.78M | $4.22T | 64.84% | 85 Outperform | |
| Broadcom | 1.53% | $509.65M | $1.70T | 18.43% | 76 Outperform | |
| Alphabet Class C | 1.51% | $500.12M | $4.22T | 62.86% | 82 Outperform | |
| Meta Platforms | 1.21% | $403.13M | $1.45T | -22.91% | 76 Outperform | |
| Micron | 1.02% | $337.16M | $1.05T | 696.94% | 79 Outperform | |
| Tesla | 0.93% | $309.99M | $1.38T | -1.08% | 73 Outperform |
ACWI Technical Analysis
Positive
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Price Trends
157.72
Positive
154.90
Positive
148.12
Positive
Market Momentum
1.07
Positive
59.07
Neutral
46.98
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ACWI, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 160.63, equal to the 50-day MA of 157.72, and equal to the 200-day MA of 148.12, indicating a bullish trend. The MACD of 1.07 indicates Positive momentum. The RSI at 59.07 is Neutral, neither overbought nor oversold. The STOCH value of 46.98 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ACWI.
ACWI Peer Comparison
Comparison Results
Performance Comparison
ACWI
iShares MSCI ACWI ETF
161.53
29.34
22.20%
CGGO
Capital Group Global Growth Equity ETF
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JGLO
JPMorgan Global Select Equity ETF
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CGDG
Capital Group Dividend Growers ETF
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ACWV
iShares MSCI Global Min Vol Factor ETF
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CGGE
Capital Group Global Equity ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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