IShares Evolved U.S. Financials ETF

$0.00 (0.00%) As of 5:49 PM UTC today

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About IEFN

IEFN is an actively-managed, market-cap-weighted fund of large-, mid-, and small-cap US stocks in the financial sector. The fund uses an alternative classification system defined by machine learning algorithms.

What's in this fund

Sectors

As of May 24, 2022
Financial Services86.99%
Healthcare5.93%
Industrials3.29%
Technology2.08%
Consumer Cyclical0.94%
Real Estate0.52%
Utilities0.11%
Communication Services0.08%
Consumer Defensive0.04%
Basic Materials0.02%

Top 10 Holdings (31.22% of total assets)

As of May 24, 2022
Name
Symbol
% Assets
JPMorgan Chase
JPM
4.33%
Wells Fargo
WFC
4.21%
Bank of America
BAC
4.14%
Berkshire Hathaway
BRK.B
3.38%
Morgan Stanley
MS
2.84%
Goldman Sachs
GS
2.79%
Charles Schwab
SCHW
2.59%
UnitedHealth
UNH
2.51%
Citigroup
C
2.35%
US Bank
USB
2.08%

IEFN Key Statistics

AUM
8.92M
Price-Earnings ratio
11.36
30-Day yield
1.68
Average volume
2.83K
High today
—
Low today
—
Open price
—
Volume
0.00
52 Week high
$35.44
52 Week low
$28.17
Expense ratio
0.18

Average Annual Return

1Y3Y5Y10YSince
Mar 21, 2018
% Price Return-3.27%9.29%
—
—
8.19%
% NAV Return-3.23%9.33%
—
—
6.59%
As of April 30, 2022
All investments involve risks, including the loss of principal. Performance data represents past performance and is no guarantee of future results. Investment returns and principal value will fluctuate and are subject to market volatility. Current performance may be lower or higher than the performance data quoted. Full disclosure