Industry distribution:

• Information technology: approx. 22%
• Healthcare: approx. 13%
• Finance: approx. 12%

TOP 3 markets:

• USA: approx. 60%
• Japan: approx. 8%
• United Kingdom: approx. 5%

The iShares Core MSCI World UCITS ETF (IWDA) is a broadly diversified ETF that invests in companies from various industries. Information technology is the dominant industry, reflecting the strong performance of tech companies.

The USA holds the largest market share, attributed to the high number of large, globally operating companies in the USA. Japan and the United Kingdom follow with significantly smaller shares, highlighting the geographical diversification of the ETF.

iShares III Public Limited Company - iShares Core MSCI World UCITS ETF (LSE:IWDA)

iShares is a brand of BlackRock, a global asset manager. As an ETF (Exchange Traded Fund), iShares does not produce physical products. Instead, it offers financial products that allow investors to invest in a variety of global stock markets.

The iShares Core MSCI World UCITS ETF is a financial product that tracks the performance of the MSCI World Index. This index includes stocks of companies from various developed countries worldwide. The "production" in this context refers to the management and structuring of the ETF carried out by BlackRock.

Since it is a financial product, there is no physical production site. The management and distribution are handled through BlackRock's offices, which are distributed worldwide.

Current Status: Data available until 2023

Strategy for Future Growth:

The iShares Core MSCI World UCITS ETF (LSE:IWDA) is an exchange-traded fund that aims to replicate the performance of the MSCI World Index. As a passively managed ETF, the fund itself does not pursue an active growth strategy in the traditional sense of a company.

Instead, the strategy focuses on:

1. Diversification: The ETF invests in a wide range of stocks from developed markets worldwide to diversify risk and achieve stable returns.

2. Cost Efficiency: With low management fees, the ETF is attractive to long-term investors who want to benefit from a cost-effective way to invest in global stock markets.

3. Marketwide Coverage: The ETF covers a variety of sectors and regions to capitalize on global economic trends and growth opportunities.

In summary, the iShares Core MSCI World UCITS ETF aims to provide investors with a simple and cost-effective way to invest in global stock market performance without actively intervening in individual companies or sectors.

Raw materials/Materials: No specific raw materials or materials

The iShares Core MSCI World UCITS ETF (LSE:IWDA) is an exchange-traded fund (ETF) that tracks the performance of the MSCI World Index. This index includes large and mid-cap companies from 23 developed countries.

Since this ETF is a financial product that invests in stocks, it does not import physical raw materials or materials. Instead, the ETF invests in a variety of companies that may themselves import raw materials. The exact composition of the companies included in the ETF may change based on the index composition and market developments.

For detailed information on the raw material imports of the companies included in the ETF, the respective annual reports of these companies would need to be consulted.

Fund volume: 50 billion USD (estimated for 2025)
Total Expense Ratio (TER): 0.20% (2023)
Benchmark: MSCI World Index

The iShares Core MSCI World UCITS ETF (IWDA) offers a significant competitive advantage due to its broad diversification and cost-efficient structure. With an estimated fund volume of 50 billion USD, it is one of the largest ETFs tracking the MSCI World Index.

The Total Expense Ratio of 0.20% is competitive compared to other ETFs tracking similar indices, making it attractive to cost-conscious investors. The broad diversification across different countries and sectors reduces risk and provides a solid foundation for long-term investments.

Additionally, the ETF benefits from the strong brand and distribution network of iShares, one of the leading providers of ETFs worldwide. This strengthens its position in the market and attracts both institutional and retail investors.

Institutional Investor Share: Estimate: approx. 70-80% (2025)

Insider Buys/Sells: No relevant insider transactions as this is an ETF.

The iShares Core MSCI World UCITS ETF (LSE:IWDA) is an exchange-traded fund that tracks a broad market index. Such ETFs are typically heavily held by institutional investors as they provide a cost-effective way to invest in a diversified global stock index.

Insider buys or sells are not relevant for ETFs as they do not represent individual company shares but rather a basket of stocks. Therefore, there are no traditional insider transactions as one would observe with individual companies.

Market share of iShares Core MSCI World UCITS ETF (IWDA): 25% (estimated, 2025)

Main competitors and their market shares:

1. Vanguard FTSE All-World UCITS ETF: 20%
2. SPDR MSCI World UCITS ETF: 15%
3. Xtrackers MSCI World UCITS ETF: 12%
4. Lyxor MSCI World UCITS ETF: 10%
5. Amundi MSCI World UCITS ETF: 8%
6. HSBC MSCI World UCITS ETF: 5%
7. UBS MSCI World UCITS ETF: 5%

The iShares Core MSCI World UCITS ETF has a significant market share of around 25%, making it one of the leading ETFs in this segment. This is attributed to the strong brand presence of iShares and broad acceptance among institutional and private investors.

The moat of iShares mainly lies in its established market position, wide product range, and high liquidity of the ETF. These factors provide investors with a certain level of security and flexibility, which can be crucial in choosing an ETF.

Compared to its competitors, iShares has a slight advantage due to the strong parent company BlackRock, known as one of the world's largest asset managers. However, other providers like Vanguard and SPDR also offer strong products with competitive cost structures and solid performance, intensifying the competition.

Overall, iShares has a slight edge, but competition in this area is intense, and the differences between providers are often marginal. The decisive factor for investors could therefore lie more in the specific cost structures and individual investment strategy.

Fund volume: 50 billion USD (estimated for 2025 based on growth rates of recent years)

Number of companies held: Over 1,500

The iShares Core MSCI World UCITS ETF (LSE: IWDA) is a broadly diversified fund that invests in over 1,500 companies worldwide. This provides investors with broad diversification and reduces the specific risk of individual stocks or sectors. The fund covers a variety of industries and regions, making it a stable core investment for long-term investors.

Another advantage of this ETF is its cost-efficient structure. The annual management fees are relatively low compared to many actively managed funds, which can positively impact returns in the long run.

Additionally, the fund is known for its high liquidity and transparency, making it an attractive option for investors who value flexibility and security. Given the global economic recovery and long-term growth forecasts for the world economy, the iShares Core MSCI World UCITS ETF could be a meaningful addition to a diversified portfolio.

Dividend yield: 1.5% (estimated for 2025)

The iShares Core MSCI World UCITS ETF (LSE:IWDA) is known for paying out a dividend. The dividend yield typically ranges from 1.5% to 2%, depending on the underlying stocks and market conditions.

The payout is usually made semi-annually and is relatively reliable, as the ETF invests in a broad range of global stocks that regularly pay dividends. However, the reliability of the payout depends on the performance of the companies included in the ETF, especially in economically volatile times.