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September 2026what changed

iShares World Equity Factor Rotation Active UCITS ETF · IE0009Y1MQJ2 · FACT · snapshots compared: 20 Aug31 August 2026
In brief: 104 holdings added and 30 removed from the basket · 14 weight changes beyond ±0.25 points · monthly return +2.9% · costs and key facts unchanged.

Basket — holdings added (104)

HoldingWeight on entry
DBS GROUP HOLDINGS LTD0.35%
ADOBE INC0.20%
INTUIT0.20%
HSBC HOLDINGS PLC0.20%
PALO ALTO NETWORKS0.18%
PROCTER & GAMBLE0.16%
MARVELL TECHNOLOGY0.16%
VOLVO CLASS B0.12%
and 96 more0.11%

Basket — holdings removed (30)

HoldingWeight on exit
NORDEA BANK0.33%
SINGAPORE TELECOMMUNICATIONS LTD0.30%
SINGAPORE TECHNOLOGIES ENGINEERING0.23%
DEUTSCHE BOERSE AG0.19%
NORTHERN STAR RESOURCES LTD0.14%
CREDIT AGRICOLE SA0.08%
EVERSOURCE ENERGY0.08%
LASERTEC0.07%
and 22 more0.07%

Holdings compared (excluding cash instruments): 325 → 399.

Holding weights

Holdingfromto
LAM RESEARCH1.73%1.12%
SALESFORCE0.69%1.24%
BERKSHIRE HATHAWAY INC CLASS B0.73%0.20%
EXXONMOBIL HOLDINGS CORP2.44%1.95%
CISCO SYSTEMS INC1.56%1.16%
HARTFORD INSURANCE GROUP0.86%0.51%
NVIDIA6.28%5.95%
APPLE5.65%5.37%
APPLIED MATERIAL INC1.16%0.88%
DEERE0.68%0.41%
and 4 more beyond ±0.25 points

Top 10 — before and after

Holding6 Aug31 Aug
NVIDIA6.29%5.95%
APPLE5.63%5.37%
MICROSOFT3.72%3.54%
AMAZON.COM INC3.01%3.05%
JPMORGAN CHASE & CO2.72%2.55%
EXXONMOBIL HOLDINGS CORP2.26%1.95%
BROADCOM INC2.18%1.92%
ALPHABET CLASS A1.88%1.76%
BANK OF AMERICA (enters top 10)1.62%1.58%
META PLATFORMS CLASS A (enters top 10)1.62%1.55%
CISCO SYSTEMS INC (leaves the top 10)1.71%1.16%
LAM RESEARCH (leaves the top 10)1.69%1.12%

Combined top-10 weight: 31.1% → 29.2%.

Sectors — where the weight moved

Financials
20.319.3
Health Care
6.97.9
Communication
9.68.9
Consumer Staples
2.63.0
Information Technology
31.331.8

Bars scaled to the change: orange = up, grey = down. Basket percentages at the two snapshots.

Countries

Country6 Aug31 Aug
United States72.9%72.5%
Norway0.5%0.7%
Finland0.7%0.4%

The three countries that moved the most between the two snapshots.

Monthly return

+2.9% in USD (NAV 6.516.7, 31 Jul31 Aug). Accumulating fund: no distributions.

Assets over the month

257 mln $261 mln $3 Aug31 Aug

257 mln $257 mln $ (issuer’s daily series).

Costs and key facts

TER0.30% — unchanged
Transaction costs (KID)0.05% — unchanged
Index, name, policyno change in the period
Issuer-declared basket snapshots, compared by Rebalix. Each section states its own dates: the basket comparison uses the issuer file dates; top 10 and breakdowns the dates of the two archived snapshots. Weight changes are shown above ±0.25 points (the archive records them from ±0.1). We record the past: nothing on this page is a recommendation.