(36B6) iShares MSCI USA SRI USD - Ratings and Ratios
Equity, Large-Cap, Blend, UCITS, ETF
Description: 36B6 iShares MSCI USA SRI USD
The iShares MSCI USA SRI UCITS ETF USD (Dist) is designed to track the MSCI USA SRI Select Reduced Fossil Fuel Index, aiming to deliver a total return that encompasses both capital appreciation and income, thereby mirroring the performance of the underlying index. This index is a subset of the broader MSCI USA Index, focusing on companies that adhere to certain socially responsible investing (SRI) criteria and have reduced exposure to fossil fuels.
As an ETF listed on XETRA with the ticker symbol 36B6, it is categorized under US Large-Cap Blend Equity, indicating its investment scope is focused on large to mid-cap US companies that blend growth and value characteristics. The funds structure as a UCITS ETF allows it to be distributed across Europe, offering a diversified portfolio to investors seeking exposure to US equities with a socially responsible twist.
Analyzing the technical data, the ETF is currently priced at 9.69, slightly above its 20-day Simple Moving Average (SMA) of 9.66, suggesting a short-term positive trend. The 50-day SMA at 9.22 is below the current price, further reinforcing this positive momentum. However, the 200-day SMA at 9.89 indicates that the long-term trend is slightly bearish, as the current price is below this average. The Average True Range (ATR) of 0.13, or 1.30%, suggests moderate volatility. The 52-week high and low range of 10.83 to 8.26 indicates the ETF has experienced a significant price swing over the past year, pointing to potential opportunities for both growth and risk.
From a fundamental perspective, the Assets Under Management (AUM) stand at 4421.76M EUR, indicating a substantial investor base and liquidity. This size can contribute to tighter bid-ask spreads and lower trading costs for investors.
Forecasting the ETFs performance involves analyzing both the technical indicators and fundamental data. Given the current price is above its 20-day and 50-day SMAs but below the 200-day SMA, a cautious optimism might be warranted in the short to medium term, assuming the SRI index continues to perform well. The reduced exposure to fossil fuels could be beneficial in a world increasingly shifting towards renewable energy and ESG (Environmental, Social, and Governance) compliant investments. However, the long-term bearish trend indicated by the 200-day SMA suggests potential challenges ahead, possibly due to broader market conditions or sector-specific issues. Therefore, investors should closely monitor both the technical trends and fundamental shifts in the underlying index constituents.
Based on the available data, a potential forecast could involve a short-term (next few weeks) target of 10.00, driven by the positive short-term trend and assuming no significant downturn in the US large-cap market. However, a break below the 50-day SMA could signal a reversal, warranting a reassessment. Long-term investors should keep an eye on the AUM and the overall ESG trend, as growth in these areas could support the ETFs performance.
Additional Sources for 36B6 ETF
36B6 ETF Overview
Market Cap in USD | 5,217m |
Category | US Large-Cap Blend Equity |
IPO / Inception | 2018-12-07 |
36B6 ETF Ratings
Growth Rating | 61.8 |
Fundamental | - |
Dividend Rating | 59.6 |
Rel. Strength | -9.68 |
Analysts | - |
Fair Price Momentum | 11.04 EUR |
Fair Price DCF | - |
36B6 Dividends
Dividend Yield 12m | 1.03% |
Yield on Cost 5y | 1.91% |
Annual Growth 5y | 10.04% |
Payout Consistency | 99.2% |
Payout Ratio | % |
36B6 Growth Ratios
Growth Correlation 3m | 68% |
Growth Correlation 12m | 4% |
Growth Correlation 5y | 91.8% |
CAGR 5y | 13.17% |
CAGR/Max DD 5y | 0.55 |
Sharpe Ratio 12m | 0.74 |
Alpha | -9.20 |
Beta | 0.769 |
Volatility | 11.00% |
Current Volume | 26.9k |
Average Volume 20d | 23.9k |
As of July 04, 2025, the stock is trading at EUR 9.71 with a total of 26,872 shares traded.
Over the past week, the price has changed by +1.79%, over one month by +0.76%, over three months by +7.90% and over the past year by +3.69%.
Yes. Based on ValueRay's Analyses, iShares MSCI USA SRI USD (XETRA:36B6) is currently (July 2025) a good stock to buy. It has a ValueRay Growth Rating of 61.75 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 36B6 is around 11.04 EUR . This means that 36B6 is currently undervalued and has a potential upside of +13.7% (Margin of Safety).
iShares MSCI USA SRI USD has no consensus analysts rating.
According to our own proprietary Forecast Model, 36B6 iShares MSCI USA SRI USD will be worth about 12.7 in July 2026. The stock is currently trading at 9.71. This means that the stock has a potential upside of +30.9%.
Issuer | Target | Up/Down from current |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 12.7 | 30.9% |