iShares Balanced ESG ETF is a multi-asset ETF from iShares — 2268 holdings, with $24.0m under management. 12% of its money is in information technology. Its two largest holdings, AUSTRALIA (COMMONWEALTH OF) RegS and NVIDIA CORPORATION, make up 20% of the fund. It charges 0.22% a year.
Compare IBAL with another fund →GOOG
ALPHABET INC-C
Communication Services · United States · 1.26% of IBAL on average
Contributed +$2 per $10k to IBAL over the last week.
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Explained moves, and what each did to IBAL
Nothing flagged in this range.
About IBAL
- TypeMulti-asset
- IssueriShares
- Size$24.0m
- Cost0.22% a year
- Holdings2268
- Top sectorInformation Technology 12%
- Top 2 holdings20%
IBAL rose 0.9% over the last week. On $10,000, that's +$88. STX was the biggest drag at −$2; NVDA helped most at +$19.
What moved it
Gain or loss per $10k invested
- NVDANVIDIA+$19
- MSFTMicrosoft+$11
- AMDAdvanced Micro+$5
- TSLATesla+$5
- CSCOCisco Systems+$4
- ASMLAsml Holding+$3
- WESWesfarmers+$3
- AMATApplied+$3
- MRVLMarvell Tech+$2
- GOOGLAlphabet A+$2
- STXSeagate Tech−$2
- GOOGAlphabet C+$2
- SHOPShopify+$2
- NSTNorthern Star+$2
- LRCXLAM Research+$2
- PANWPalo Alto+$2
- LLYEli Lilly−$2
- GEVGE Vernova+$2
- CATCaterpillar+$2
- SUSchneider−$1
- QBEQBE Insurance+$1
- COHCochlear−$1
- SNPSSynopsys+$1
- WDCWestern−$1
- 8035Tokyo Electron+$1
- MQGMacquarie+$1
- FMGFortescue−$1
- VVisa+$0
- EVNEvolution Min.−$0
- CSLCSL Limited−$0
- BXBBrambles+$0
- CBACommonwealth Bank+$0
- MAMastercard−$0
- GMGGoodman−$0
- ABBVAbbVie+$0
- TCLTransurban+$0
- UnattributedFX, hedging, fees, timing+$47
- CompoundingDaily returns multiply, they do not add−$30
- Fund return+$88
- Other 6 sectors+$5
- Other 4 sectors+$2
- Other 8 kinds of news−$1
- Other 6 kinds of news−$1
Each kind of news counts the days those moves happened; No flagged news is every other day. News is tracked for moves large enough to be flagged; most international holdings had none in this range.
Which country
- Other 22 countries−$3
- Other 20 countries−$2