(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 and , the ETF is expected to trend sideways to slightly upward over the next three months. The SMA 20 crossing above the SMA 50 suggests short-term bullish momentum, while the SMA 200 remains a potential resistance level. With an ATR of 0.19, volatility is expected to remain subdued, supporting a forecasted price range of 8.10 to 8.50 EUR. The substantial AUM of 1,189.10M EUR underscores the funds stability and investor confidence in its ESG-focused strategy.

Additional Sources for 2B7J ETF

Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle

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
What is the price of 2B7J stocks?
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%.
Is iShares MSCI World SRI a good stock to buy?
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%.
Is 2B7J a buy, sell or hold?
iShares MSCI World SRI has no consensus analysts rating.
What are the forecast for 2B7J stock price target?
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%