iShares Balanced ESG ETF is a multi-asset ETF from iShares — 2268 holdings, with $24.0m under management. 13% 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 →MQG
MACQUARIE GROUP LIMITED
Financials · Australia · 1.23% of IBAL on average
Contributed +$0 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 13%
- Top 2 holdings20%
IBAL rose 0.6% over the last week. On $10,000, that's +$58. STX was the biggest drag at −$2; NVDA helped most at +$17.
What moved it
Gain or loss per $10k invested
- NVDANVIDIA+$17
- MSFTMicrosoft+$9
- TSLATesla+$5
- AMDAdvanced Micro+$4
- CSCOCisco Systems+$3
- QBEQBE Insurance+$3
- GOOGLAlphabet A+$3
- GOOGAlphabet C+$2
- CSLCSL Limited+$2
- STXSeagate Tech−$2
- LLYEli Lilly+$2
- CBACommonwealth Bank−$2
- SUSchneider−$2
- SHOPShopify+$2
- VVisa+$2
- HSBAHSBC−$2
- MRVLMarvell Tech+$1
- ABBVAbbVie+$1
- WDCWestern−$1
- MAMastercard+$1
- COSTCostco+$1
- FMGFortescue−$1
- GEVGE Vernova+$1
- SNPSSynopsys+$1
- IAGInsurance Aus.+$1
- GMGGoodman−$1
- EVNEvolution Min.−$1
- AMATApplied+$1
- NSTNorthern Star+$1
- MQGMacquarie+$0
- ASMLAsml Holding+$0
- WESWesfarmers+$0
- TCLTransurban−$0
- BXBBrambles+$0
- LRCXLAM Research+$0
- UnattributedFX, hedging, fees, timing−$18
- CompoundingDaily returns multiply, they do not add+$17
- Fund return+$58
- Other 6 sectors+$4
- Other 4 sectors+$1
- Other 6 kinds of news−$0
- Other 4 kinds of news−$0
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−$1
- Other 20 countries−$0