(WFNS) iShares MSCI World - Ratings and Ratios
Financial, Institutions, Loans, Insurance, Investments
Description: WFNS iShares MSCI World
The iShares MSCI World Financials Sector ESG UCITS ETF USD Inc USD is an exchange-traded fund that tracks the Morningstar Global Financial Services Index, providing investors with exposure to a diversified portfolio of financial services companies worldwide. As a sector-specific ETF, it allows investors to target a specific segment of the global market.
From a technical analysis perspective, the ETFs price action indicates a bullish trend, with the short-term Simple Moving Averages (SMA20 and SMA50) above the long-term SMA200, suggesting a potential continuation of the uptrend. The Average True Range (ATR) indicates a relatively stable volatility profile, with a current value of 0.13, representing 1.84% of the last price. This stability, combined with the ETFs proximity to its 52-week high, may indicate a strong upward momentum.
Fundamentally, the ETFs Assets Under Management (AUM) stand at $107.02 million USD, indicating a moderate level of investor interest. As an ESG (Environmental, Social, and Governance) focused ETF, it is likely to appeal to investors prioritizing sustainability and responsible investing practices. The underlying index, Morningstar Global Financial Services, is a widely recognized benchmark for the global financial services sector.
Forecasting the ETFs future performance, we can analyze the convergence of technical and fundamental factors. The bullish trend indicated by the technical analysis, combined with the ETFs ESG focus and the growing demand for sustainable investments, may drive further growth. Assuming the global financial services sector continues to expand, and ESG considerations remain a priority for investors, the ETF is likely to maintain its upward trajectory. Based on the current SMA20 and SMA50, a potential target price could be around $7.20-$7.50, representing a 2.8%-7.1% increase from the current price. However, this forecast is contingent upon the ETFs ability to maintain its current trend and the overall market conditions.
Additional Sources for WFNS ETF
WFNS ETF Overview
Market Cap in USD | 107m |
Category | Sector Equity Financial Services |
TER | 0.25% |
IPO / Inception | 2021-05-18 |
WFNS ETF Ratings
Growth Rating | 63.3 |
Fundamental | - |
Dividend Rating | 61.3 |
Rel. Strength | 2.76 |
Analysts | - |
Fair Price Momentum | 7.18 USD |
Fair Price DCF | - |
WFNS Dividends
Dividend Yield 12m | 2.48% |
Yield on Cost 5y | 3.61% |
Annual Growth 5y | 29.60% |
Payout Consistency | 87.4% |
Payout Ratio | % |
WFNS Growth Ratios
Growth Correlation 3m | 91.3% |
Growth Correlation 12m | 90.6% |
Growth Correlation 5y | 83.7% |
CAGR 5y | 16.81% |
CAGR/Max DD 5y | 0.60 |
Sharpe Ratio 12m | 2.12 |
Alpha | 22.53 |
Beta | 0.801 |
Volatility | 13.53% |
Current Volume | 7.4k |
Average Volume 20d | 9k |
As of July 07, 2025, the stock is trading at USD 7.18 with a total of 7,416 shares traded.
Over the past week, the price has changed by +1.14%, over one month by +3.06%, over three months by +27.96% and over the past year by +33.91%.
Yes. Based on ValueRay's Analyses, iShares MSCI World (AS:WFNS) is currently (July 2025) a good stock to buy. It has a ValueRay Growth Rating of 63.25 and therefor a clear technical positive rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of WFNS is around 7.18 USD . This means that WFNS is currently overvalued and has a potential downside of 0%.
iShares MSCI World has no consensus analysts rating.
According to our own proprietary Forecast Model, WFNS iShares MSCI World will be worth about 8.3 in July 2026. The stock is currently trading at 7.18. This means that the stock has a potential upside of +15.6%.
Issuer | Target | Up/Down from current |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 8.3 | 15.6% |