(WFNS) iShares MSCI World - Ratings and Ratios

Exchange: AS • Country: Netherlands • Currency: USD • Type: Etf • ISIN: IE00BJ5JP097

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

Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle

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
What is the price of WFNS shares?
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%.
Is iShares MSCI World a good stock to buy?
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%.
Is WFNS a buy, sell or hold?
iShares MSCI World has no consensus analysts rating.
What are the forecasts for WFNS share price target?
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%