(2B7J) MSCI World SRI USD EUR - Overview
Etf: Large Cap, Developed Market, Sustainable, Global
Dividends
| Dividend Yield | 1.49% |
| Yield on Cost 5y | 1.88% |
| Yield CAGR 5y | 4.58% |
| Payout Consistency | 96.5% |
| Payout Ratio | - |
| Risk 5d forecast | |
|---|---|
| Volatility | 13.1% |
| Relative Tail Risk | -2.37% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | -0.05 |
| Alpha | -3.96 |
| Character TTM | |
|---|---|
| Beta | 0.195 |
| Beta Downside | 0.392 |
| Drawdowns 3y | |
|---|---|
| Max DD | 21.24% |
| CAGR/Max DD | 0.55 |
Description: 2B7J MSCI World SRI USD EUR December 30, 2025
The iShares MSCI World SRI UCITS ETF (USD Dist) – ticker 2B7J – is a Germany-domiciled exchange-traded fund that tracks the Morningstar Global TME NR USD index, offering exposure to large-cap global equities screened for environmental, social and governance (ESG) criteria. It is classified as a “Global Large-Cap Blend Equity” ETF.
As of the latest data (Q3 2024), the fund holds roughly €5 billion in assets under management, charges an annual expense ratio of 0.20 %, and distributes a dividend yield of about 1.5 % (USD-denominated). Its top sector weights tilt toward Technology (≈ 22 %), Health Care (≈ 15 %) and Financials (≈ 13 %), reflecting the ESG-screened composition of the underlying index. Performance is closely tied to global growth trends, central-bank policy cycles, and the accelerating regulatory push for sustainable investing, which together drive capital flows into the screened universe.
For a deeper, data-driven assessment of how this ETF fits into a risk-adjusted portfolio, you may find the analytics on ValueRay worth exploring.
What is the price of 2B7J shares?
Over the past week, the price has changed by -0.80%, over one month by -0.27%, over three months by +3.00% and over the past year by +1.83%.
Is 2B7J a buy, sell or hold?
What are the forecasts/targets for the 2B7J price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 12 | 29.9% |
2B7J Fundamental Data Overview February 04, 2026
Revenue TTM = 0.0 EUR
EBIT TTM = 0.0 EUR
EBITDA TTM = 0.0 EUR
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 1.19b EUR (1.19b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
EV/FCF = unknown (FCF TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 1.19b)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 1.19b / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 25.0% (EU avg default 25%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 25.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 6.63% (E(1.19b)/V(1.19b) * Re(6.63%) + (debt-free company))
Discount Rate = 6.63% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.95%
Fair Price DCF = unknown (Cash Flow 0.0)