iShares Energy Storage & Materials ETF
Shareclass
iShares Energy Storage & Materials ETF (IBAT)
Type
Exchange-traded fund
Manager
Gender equality score
48
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
20/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
0/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
iShares Energy Storage & Materials ETF IBAT
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Schneider Electric SE2.78% of assets$184,699 invested
- 2. Basf SE5.41% of assets$360,117 invested
- 3. Syensqo SA0.24% of assets$16,015 invested
- 4. Evonik Industries AG0.2% of assets$13,537 invested
- 5. Arkema SA0.17% of assets$11,312 invested
- 6. Air Liquide SA5.02% of assets$334,047 invested
- 7. Umicore SA Ordinary Shares0.12% of assets$7,680 invested
- 8. Air Products and Chemicals Inc5.51% of assets$366,759 invested
- 9. Eaton Corp PLC3.13% of assets$208,134 invested
- 10. ABB Ltd3.06% of assets$203,324 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. QuantumScape Corp Ordinary Shares - Class A2.08% of assets$138,512 invested
- 2. Plug Power Inc0.88% of assets$58,672 invested
- 3. NGK Insulators Ltd0.15% of assets$10,190 invested
- 4. Nippon Shokubai Co Ltd0.07% of assets$4,566 invested
- 5. Toray Industries Inc0.48% of assets$31,727 invested
- 6. Mitsubishi Chemical Group Corp4.21% of assets$279,773 invested
- 7. GS Yuasa Corp1.12% of assets$74,375 invested
- 8. Zeon Corp0.1% of assets$6,415 invested
- 9. EnerSys2.19% of assets$145,390 invested
- 10. TDK Corp0.76% of assets$50,591 invested
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Financial performance
Performance data provided by
Find more financial data on IBAT at Morningstar.com
Find more financial data on IBAT at Morningstar.comGender Equality and Returns
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The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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