(IWQU) iShares Edge MSCI World - Ratings and Ratios

Exchange: SW • Country: Switzerland • Currency: USD • Type: Etf • ISIN: IE00BP3QZ601 • Global Large-Cap Blend Equity

IWQU: Global, Large-Cap, Blend, Equity

The iShares Edge MSCI World Quality Factor UCITS ETF USD (Acc) (Ticker: IWQU) is a Swiss-domiciled ETF designed to track the performance of the Morningstar Global TME NR USD Index. This index focuses on high-quality global large-cap companies, emphasizing strong financial health, stable earnings, and low debt. The fund employs a passive, full-replication approach, offering exposure to a diversified portfolio of equities with a quality bias.

From a technical perspective, IWQU is currently trading at 66.85, above its 20-day SMA of 65.59 but below its 50-day SMA of 68.30. The 200-day SMA stands at 69.55, indicating a recent downtrend. The Average True Range (ATR) of 1.34 suggests moderate volatility. With an AUM of $3.976 billion, the fund maintains sufficient liquidity, supported by an average daily volume of 11,054 shares over the past 20 days.

Over the next three months, IWQU is expected to experience sideways to slightly upward movement, supported by its strong fundamental backing and moderate volatility. The 20-day SMA crossing above the 50-day SMA may signal short-term strength, while the 200-day SMA provides a resistance level. The quality factor exposure could attract investors seeking stability amid market uncertainty, potentially driving modest inflows.

Additional Sources for IWQU ETF

Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle

IWQU ETF Overview

Market Cap in USD 3,976m
Category Global Large-Cap Blend Equity
TER 0.25%
IPO / Inception 2014-10-03

IWQU ETF Ratings

Growth Rating 60.8
Fundamental -
Dividend Rating 0.0
Rel. Strength -3.72
Analysts -
Fair Price Momentum 64.73 USD
Fair Price DCF -

IWQU Dividends

No Dividends Paid

IWQU Growth Ratios

Growth Correlation 3m -74.6%
Growth Correlation 12m 26.9%
Growth Correlation 5y 77.5%
CAGR 5y 13.12%
CAGR/Max DD 5y 0.45
Sharpe Ratio 12m 1.36
Alpha -1.78
Beta 0.672
Volatility 22.82%
Current Volume 3k
Average Volume 20d 9.5k
What is the price of IWQU stocks?
As of May 12, 2025, the stock is trading at USD 68.72 with a total of 2,974 shares traded.
Over the past week, the price has changed by -0.62%, over one month by +6.84%, over three months by -3.96% and over the past year by +5.46%.
Is iShares Edge MSCI World a good stock to buy?
Yes. Based on ValueRay Analyses, iShares Edge MSCI World (SW:IWQU) is currently (May 2025) a good stock to buy. It has a ValueRay Growth Rating of 60.75 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IWQU as of May 2025 is 64.73. This means that IWQU is currently overvalued and has a potential downside of -5.81%.
Is IWQU a buy, sell or hold?
iShares Edge MSCI World has no consensus analysts rating.
What are the forecast for IWQU stock price target?
According to ValueRays Forecast Model, IWQU iShares Edge MSCI World will be worth about 71.8 in May 2026. The stock is currently trading at 68.72. This means that the stock has a potential upside of +4.47%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 71.8 4.5%