iShares MSCI Water Management Multisector ETF
Shareclass
iShares MSCI Water Mgmt Mltsctr ETF (IWTR)
Type
Exchange-traded fund
Manager
Gender equality score
52
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: Sector Equity Funds
Ranking: 333 out of 867 funds
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Groups
Categories
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
1/10
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 A5.59% of assets$339,261 invested
- 2. Xylem Inc6.02% of assets$365,086 invested
- 3. ACEA SpA0.67% of assets$40,685 invested
- 4. EDP-Energias De Portugal SA1.75% of assets$106,453 invested
- 5. Johnson Matthey PLC0.45% of assets$27,410 invested
- 6. Genting Singapore Ltd0.51% of assets$31,114 invested
- 7. Mercury NZ Ltd0.36% of assets$21,677 invested
- 8. Engie SA5.22% of assets$316,981 invested
- 9. Meridian Energy Ltd0.62% of assets$37,763 invested
- 10. Verbund AG Class A0.76% of assets$46,252 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 Corp0.94% of assets$57,195 invested
- 2. Core & Main Inc Class A5.98% of assets$362,702 invested
- 3. Franklin Electric Co Inc2.06% of assets$124,806 invested
- 4. Mueller Water Products Inc Class A shares2.55% of assets$154,606 invested
- 5. Geberit AG7.31% of assets$443,393 invested
- 6. Kurita Water Industries Ltd2.18% of assets$132,501 invested
- 7. Watts Water Technologies Inc Class A3.53% of assets$214,398 invested
- 8. NXP Semiconductors NV5.11% of assets$309,825 invested
- 9. Zurn Elkay Water Solutions Corp3.07% of assets$185,999 invested
- 10. Badger Meter Inc4.02% of assets$244,006 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
Enlarge
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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