Key stats
About iShares Trust iShares MSCI Global Quality Factor ETF
Expense ratio
0.20%
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Inception date
Dec 12, 2024
AQLT is passively managed to invest in global stocks perceived to be higher quality. The starting universe begins with large- and mid-cap stocks MSCI ACWI Index. Stock selection is based on quality score on individual securities using three fundamental metrics: high return on equity, stable year-over-year earnings growth, and low financial leverage. The fund then assigns weights by multiplying each securitys market-cap weight in the parent index by a tilt score. The tilt score accounts for the securitys quality score and relative market-cap position. Final constituents are then normalized to build the portfolio. Issuers are capped at 5%, along with other countries and sector weights limits. The fund may invest in derivatives or engage in securities lending. The index is reviewed and rebalanced semi-annually.
Classification
What's in the fund
Exposure type
Technology Services
Electronic Technology
Health Technology
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.