(2B7J) iShares MSCI World SRI - Ratings and Ratios
Exchange: XETRA • Country: Germany • Currency: EUR • Type: Etf • ISIN: IE00BDZZTM54 • Global Large-Cap Blend Equity
2B7J: Stocks, Global, Large-Cap, ESG, Diversified
The iShares MSCI World SRI UCITS ETF USD (Dist) EUR (XETRA:2B7J) is an exchange-traded fund designed to track the performance of the Morningstar Global TME NR USD Index. This index focuses on socially responsible investments (SRI) across global large-cap equities, excluding sectors such as tobacco, weapons, and fossil fuels. The fund is denominated in euros and is listed on the XETRA exchange in Germany. It is part of the iShares SRI range, catering to investors aligning their portfolios with environmental, social, and governance (ESG) principles.
The ETF holds a substantial asset base of 1,189.10 million EUR, indicating strong investor interest in its ESG-focused strategy. Its average daily trading volume over the past 20 days is 77,211 shares, reflecting moderate liquidity. The funds last price as of the latest data is 8.12 EUR, with key technical indicators showing a short-term SMA (20-period) of 7.72 and a long-term SMA (200-period) of 8.56. This suggests the fund is currently trading slightly below its long-term moving average but above its short-term average. The ATR of 0.19 highlights relatively low volatility in recent trading sessions.
3-Month Forecast: Based on the provided
Additional Sources for 2B7J ETF
2B7J ETF Overview
Market Cap in USD | 1,331m |
Category | Global Large-Cap Blend Equity |
TER | 0.20% |
IPO / Inception | 2017-10-12 |
2B7J ETF Ratings
Growth Rating | 65.7 |
Fundamental | - |
Dividend Rating | 51.6 |
Rel. Strength | -4.7 |
Analysts | - |
Fair Price Momentum | 8.97 EUR |
Fair Price DCF | - |
2B7J Dividends
Dividend Yield 12m | 1.38% |
Yield on Cost 5y | 2.48% |
Annual Growth 5y | 8.70% |
Payout Consistency | 97.2% |
2B7J Growth Ratios
Growth Correlation 3m | -58.4% |
Growth Correlation 12m | 28.7% |
Growth Correlation 5y | 89.3% |
CAGR 5y | 12.57% |
CAGR/Max DD 5y | 0.59 |
Sharpe Ratio 12m | 0.96 |
Alpha | -4.37 |
Beta | 0.757 |
Volatility | 17.94% |
Current Volume | 19.2k |
Average Volume 20d | 54.2k |
As of May 17, 2025, the stock is trading at EUR 8.64 with a total of 19,226 shares traded.
Over the past week, the price has changed by +4.88%, over one month by +12.55%, over three months by -5.43% and over the past year by +7.09%.
Yes. Based on ValueRay Analyses, iShares MSCI World SRI (XETRA:2B7J) is currently (May 2025) a good stock to buy. It has a ValueRay Growth Rating of 65.65 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of 2B7J as of May 2025 is 8.97. This means that 2B7J is currently overvalued and has a potential downside of 3.82%.
iShares MSCI World SRI has no consensus analysts rating.
According to ValueRays Forecast Model, 2B7J iShares MSCI World SRI will be worth about 10.3 in May 2026. The stock is currently trading at 8.64. This means that the stock has a potential upside of +18.75%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 10.3 | 18.8% |