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iShares Edge MSCI World Momentum Factor UCITS ETF

Ticker: IWFM ISIN: IE00BP3QZ825
Add to portfolio Portfolio analysis in 2min
ETF
Morningstar
★★★★★
TER
0.25%
Fund size
GBX 2.62B
Holdings
50
Top 10
27.7%
Issuer
BlackRock Asset Management Ireland - ETF
GBX 8,408.00 -1.61%
Price as of 2026-08-24 · LSE

Performance by timeframe

Rolling returns
1 Month +0.41%
6 Months +13.06%
1 Year +23.30%
5 Years +11.95% p.a.+75.73%
10 Years +14.49% p.a.+286.57%
Since inception +15.30% p.a.+442.80%
Calendar year returns
YTD +16.00%
2025 +12.72%
2024 +32.62%
2023 +5.85%
2022 -8.21%
2021 +15.58%

Key stats

AUM
2.62B
Expense ratio
0.25%
Holdings
50
1Y return
23.30%
Volatility (1Y)
20.64%
52-week range
5,241.00 - 6,948.42
Section 1

Fund overview

Fund profile data from fundamentals.

Category Global Large-Cap Growth Equity
Issuer BlackRock Asset Management Ireland - ETF
Domicile UK
Section 2

Exposure breakdown

Exposure breakdown shows how the fund is allocated across assets, sectors, regions, and size buckets.

Asset allocation

Stock US
60.81%
Stock non-US
38.83%
Other
0.32%
Cash
0.05%

Sectors

Financial Services
29.97%
Technology
16.32%
Industrials
12.88%
Communication Services
10.54%
Consumer Defensive
9.97%
Healthcare
7.25%
Consumer Cyclicals
4.07%
Utilities
4.04%

Regions

North America
67.00%
Europe Developed
18.84%
Japan
5.25%
United Kingdom
4.68%
Australasia
2.40%
Asia Developed
1.04%
Africa/Middle East
0.68%
Asia Emerging
0.09%

Market cap mix

Mega
43.78%
Big
41.86%
Medium
13.67%
Small
0.02%
Section 3

Top holdings

Top holdings show which underlying securities drive the fund most.

Broadcom Inc
4.31%
Netflix Inc
3.56%
Berkshire Hathaway Inc
3.38%
Palantir Technologies Inc. Class A Common Stock
2.99%
JPMorgan Chase & Co
2.74%
Visa Inc. Class A
2.72%
Walmart Inc
2.58%
Philip Morris International Inc
2.15%
Costco Wholesale Corp
1.78%
SAP SE
1.53%
Section 4

Performance & risk

Historical return and risk indicators over fixed windows.

Returns

YTD return 14.35%
1M return 0.41%
6M return 13.06%
1Y return 23.30%
3Y return 19.78%
5Y return 75.73%
10Y return 12.76%

Risk

Volatility (1Y) 20.64%
Volatility (3Y) 15.33%
Sharpe ratio (3Y) 0.88
Beta 0.00
52-week range 5,241.00 - 6,948.42
Section 5

Portfolio characteristics

Fund concentration and composition metrics from source fields.

Overview

Holdings count 50
Top 10 weight 27.74%
Expense ratio 0.25%
Fund size 2.62B
Turnover 0.00%
Avg. market cap 139.66K

Details

Instrument metadata and source update timestamps.

Symbol IWFM
Name iShares Edge MSCI World Momentum Factor UCITS ETF
Asset type ETF
Exchange LSE
Currency GBX
ISIN IE00BP3QZ825
Country UK
Code + exchange IWFM.LSE
Fundamentals updated 2025-08-25

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