iShares MSCI Water Management Multisector ETF
Shareclass
iShares MSCI Water Mgmt Mltsctr ETF (IWTR)
Type
Exchange-traded fund
Manager
Gender equality score
53
/ 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
25/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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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 MSCI Water Management Multisector ETF IWTR
Environment
Social
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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. Marriott International Inc Class A5.66% of assets$383,314 invested
- 2. Xylem Inc5.77% of assets$390,797 invested
- 3. ACEA SpA0.62% of assets$41,712 invested
- 4. EDP-Energias De Portugal SA1.73% of assets$116,784 invested
- 5. Johnson Matthey PLC0.56% of assets$38,015 invested
- 6. Mercury NZ Ltd0.35% of assets$23,882 invested
- 7. Engie SA4.36% of assets$294,911 invested
- 8. Meridian Energy Ltd0.61% of assets$41,629 invested
- 9. Coca-Cola Europacific Partners PLC1.77% of assets$119,980 invested
- 10. Kellanova1.86% of assets$125,737 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. Kyudenko Corp1.04% of assets$70,274 invested
- 2. Core & Main Inc Class A6.15% of assets$416,174 invested
- 3. Franklin Electric Co Inc1.95% of assets$132,277 invested
- 4. Zurn Elkay Water Solutions Corp3.02% of assets$204,243 invested
- 5. Mueller Water Products Inc Class A shares2.1% of assets$141,908 invested
- 6. Kurita Water Industries Ltd2.33% of assets$157,790 invested
- 7. Watts Water Technologies Inc Class A3.75% of assets$254,004 invested
- 8. NXP Semiconductors NV4.4% of assets$298,020 invested
- 9. Analog Devices Inc5.32% of assets$360,362 invested
- 10. Badger Meter Inc4.01% of assets$271,405 invested
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Financial performance
Performance data provided by
Find more financial data on IWTR at Morningstar.com
Find more financial data on IWTR 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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