(IUME) iShares MSCI USA Momentum - Ratings and Ratios
Large-Cap, Growth, Equity, ESG, Stocks
Description: IUME iShares MSCI USA Momentum
The iShares MSCI USA Momentum Factor ESG UCITS ETF USD Acc is an exchange-traded fund that tracks the Morningstar US Large-Mid Broad Growth NR USD Index, providing investors with exposure to US large-cap growth stocks with a momentum bias and ESG considerations. The fund is domiciled in the Netherlands and is managed by BlackRock.
Analyzing the funds characteristics, its clear that its designed to capture the performance of US growth stocks with strong momentum, while also incorporating environmental, social, and governance (ESG) factors into its investment decisions. The underlying index is constructed to emphasize stocks with high growth potential and momentum, making it suitable for investors seeking to capitalize on these trends.
From a technical analysis perspective, the funds price action indicates a bullish trend, with the short-term and long-term moving averages (SMA20, SMA50, and SMA200) suggesting a positive momentum. The Average True Range (ATR) indicates a relatively low volatility, which may appeal to risk-averse investors. Using the provided technical data, a forecast can be made that the funds price is likely to continue its upward trend, potentially reaching the 52-week high of 6.80 in the near term.
Considering the fundamental data, the funds Assets Under Management (AUM) stand at 4.87M USD, indicating a relatively small but still viable fund. By combining the technical and fundamental analysis, a forecast can be made that the funds AUM is likely to increase as the funds performance attracts more investors, potentially leading to a rise in the funds price. With the current price at 6.38, a potential target price could be 7.00, representing a 9% increase, driven by the funds momentum and growing AUM.
To maximize returns, investors may consider accumulating the fund during periods of low volatility, using the ATR as a guide. Additionally, monitoring the funds AUM and adjusting investment decisions accordingly could help optimize investment outcomes.
Additional Sources for IUME ETF
IUME ETF Overview
| Market Cap in USD | 5m |
| Category | US Large-Cap Growth Equity |
| TER | 0.20% |
| IPO / Inception | 2021-06-29 |
IUME ETF Ratings
| Growth Rating | 34.6 |
| Fundamental | - |
| Dividend Rating | 0.0 |
| Rel. Strength | -1.49 |
| Analysts | - |
| Fair Price Momentum | 5.89 USD |
| Fair Price DCF | - |
IUME Dividends
Currently no dividends paidIUME Growth Ratios
| Growth Correlation 3m | 92.1% |
| Growth Correlation 12m | 29.5% |
| Growth Correlation 5y | 60% |
| CAGR 5y | 7.32% |
| CAGR/Max DD 5y | 0.23 |
| Sharpe Ratio 12m | -0.20 |
| Alpha | -5.87 |
| Beta | 1.075 |
| Volatility | 15.67% |
| Current Volume | 0.3k |
| Average Volume 20d | 0.6k |
As of July 03, 2025, the stock is trading at USD 6.71 with a total of 280 shares traded.
Over the past week, the price has changed by +0.97%, over one month by +2.71%, over three months by +11.08% and over the past year by +12.05%.
Neither. Based on ValueRay´s Analyses, iShares MSCI USA Momentum is currently (July 2025) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of 34.55 and therefor a technical neutral rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of IUME is around 5.89 USD . This means that IUME is currently overvalued and has a potential downside of -12.22%.
iShares MSCI USA Momentum has no consensus analysts rating.
According to our own proprietary Forecast Model, IUME iShares MSCI USA Momentum will be worth about 7 in July 2026. The stock is currently trading at 6.71. This means that the stock has a potential upside of +3.58%.
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 7 | 3.6% |