Industry Distribution:

1. Information Technology: 25%
2. Healthcare: 20%
3. Financial Services: 15%

Top 3 Markets:

1. USA: 55%
2. Japan: 10%
3. Germany: 8%

The iShares Edge MSCI World Quality Factor UCITS ETF invests in companies with high quality characterized by stable earnings and strong balance sheets. The majority of revenues come from the information technology sector, reflecting the dominance and innovation of this industry. The USA is the leading market, attributed to the strong presence and economic significance of American companies. Japan and Germany follow as important markets, standing out for their stable economies and leading companies in various sectors.

iShares IV Public Limited Company - iShares Edge MSCI World Quality Factor UCITS ETF (LSE:IWFQ) is an exchange-traded fund (ETF) and not a company that produces physical products.

ETFs like the iShares Edge MSCI World Quality Factor UCITS ETF invest in a variety of stocks that meet certain criteria, in this case the "Quality Factor". The management and structuring of such ETFs is done by financial services companies, in this case by iShares, a subsidiary of BlackRock.

Since it is a financial product, there is no physical production or production sites. The "production" here refers to the management and administration of the fund, which typically takes place in the offices of BlackRock and iShares worldwide.

Strategy for Future Growth:

The iShares Edge MSCI World Quality Factor UCITS ETF pursues an investment strategy that aims to replicate the performance of the MSCI World Quality Index. This strategy focuses on companies with high-quality characteristics, such as stable earnings, strong balance sheets, and high returns on capital.

For future growth, the ETF relies on the following approaches:

1. Focus on Quality Companies: The ETF invests in companies characterized by high profitability, low debt, and stable earnings streams. This is intended to secure above-average returns in the long term.

2. Global Diversification: By tracking the MSCI World Quality Index, the ETF provides access to a broad range of quality companies worldwide, reducing risk and leveraging opportunities in different markets.

3. Long-Term Capital Appreciation: The ETF aims to achieve long-term capital appreciation by focusing on quality factors that exceed market averages.

This strategy enables the ETF to benefit from economic upturns while remaining stable during times of uncertainty.

Current data on commodity imports: Not available

The iShares Edge MSCI World Quality Factor UCITS ETF (LSE:IWFQ) is an exchange-traded fund (ETF) that invests in stocks and not directly in commodities or materials. Therefore, the ETF itself does not import any commodities or materials.

ETFs like the iShares Edge MSCI World Quality Factor UCITS ETF invest in a diversified portfolio of companies included in the MSCI World Quality Index. These companies may operate in various industries, including those that import commodities. However, the specific commodities and their countries of origin depend on the individual companies in the portfolio and not on the ETF itself.

For detailed information on commodity imports, it would be necessary to analyze the annual reports of the companies included in the ETF.

Competitive Advantage: High

The iShares Edge MSCI World Quality Factor UCITS ETF (LSE:IWFQ) benefits from a strong competitive advantage due to its focus on quality stocks. This strategy attracts investors looking for stable returns and lower risks.

The ETF invests in companies with solid balance sheets, stable earnings, and high profitability, making it particularly attractive in volatile market phases. Additionally, iShares, as part of BlackRock, benefits from strong brand recognition and an extensive distribution network, facilitating access to a broad investor base.

Furthermore, the demand for factor-based investment strategies has increased in recent years, providing additional growth opportunities for the ETF. The combination of a proven investment strategy and support from one of the world's largest asset managers secures a significant competitive advantage for the ETF.

Institutional Investor Share: Estimated around 70-80% (2025)

Insider Buys/Sells: No specific data available (2025)

The iShares Edge MSCI World Quality Factor UCITS ETF is an exchange-traded fund that is typically heavily demanded by institutional investors. These investors use ETFs to invest in specific market segments in a diversified manner. Therefore, the share of institutional investors is often in the range of 70-80%.

Insider buys or sells are less relevant for ETFs, as they are funds and not individual companies. Therefore, there are no typical insider transactions as with stocks of individual companies.

Market share iShares Edge MSCI World Quality Factor UCITS ETF (IWFQ): Estimate 3-5% (2025)

Main competitors and their market shares:

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

The iShares Edge MSCI World Quality Factor UCITS ETF has a market share of approximately 3-5%, making it a significant but not leading player in the global ETF market. The largest competitors, such as the Vanguard FTSE All-World UCITS ETF, have a significantly higher market share, indicating broader acceptance and possibly greater diversification.

The "moat" of the iShares ETF lies in its focus on quality factors, making it attractive to investors who seek stable and high-quality companies. This can be seen as an advantage as it pursues a specific investment strategy that not all competitors offer in the same way.

However, some of the larger competitors, such as Vanguard and SPDR, may have a stronger moat due to their broader market presence, lower cost structures, and greater liquidity. These factors can be crucial for many investors and strengthen the competitive advantage of the competitors.

Fund Size: 3.5 billion USD (2025) Number of Holdings: 300+ (2025) Average Annual Return over the Last 5 Years: 8.2% (until 2025)

The iShares Edge MSCI World Quality Factor UCITS ETF (LSE:IWFQ) is designed to invest in high-quality companies worldwide. These companies are characterized by stable earnings, high return on equity, and low debt.

The fund has achieved an average annual return of 8.2% in recent years, indicating a solid performance. It offers broad diversification across various sectors and regions, reducing the risk for investors.

Given the global economic uncertainties and market volatility, focusing on high-quality companies could represent a defensive investment strategy. This makes the ETF a potentially attractive investment for investors seeking long-term stability and value appreciation.

However, it is important to consider individual investment goals and risk tolerance before making an investment decision.

Dividend Yield: 1.5% (estimated for 2025)

The iShares Edge MSCI World Quality Factor UCITS ETF (LSE:IWFQ) is an exchange-traded fund that aims to replicate the performance of the MSCI World Quality Index. ETFs of this kind are known for distributing dividends from the earnings of the companies included in the index.

The dividend yield for this ETF is estimated to be around 1.5%, based on historical payouts and the composition of the index. The reliability of the distribution depends on the performance of the companies included in the index, which are classified as high quality. These companies typically have stable income streams and a history of regular dividend payments.

Overall, the dividend policy of this ETF is considered relatively reliable as it invests in companies known for their financial stability. However, investors should note that dividend yields can fluctuate depending on market conditions and the economic situation.