All months·Fund page

September 2026what changed

iShares Edge MSCI Europe Value Factor UCITS ETF · IE00BG13YH41 · IEDL · snapshots compared: 20 Aug31 August 2026
In brief: 0 holdings added and 2 removed from the basket · large-holding weights nearly unchanged · monthly return −0.6% · costs and key facts unchanged.

This page pictures the ETF’s basket, not the index: the fund replicates by optimisation, so additions and removals are the manager’s choices within the index, not the official review list.

Basket — holdings added (0)

None.

Basket — holdings removed (2)

HoldingWeight on exit
ROCKWOOL CLASS B0.06%
OCTAVE INTELLIGENCE SDR PLC0.06%

Holdings compared (excluding cash instruments): 147 → 145.

Holding weights

No change beyond ±0.25 points. The largest: SIEMENS N AG, 4.08%4.21%.

Top 10 — before and after

Holding6 Aug31 Aug
SIEMENS N AG3.96%4.21%
SANOFI SA3.96%4.16%
BAYER AG3.22%3.25%
HSBC HOLDINGS PLC2.98%3.05%
BRITISH AMERICAN TOBACCO3.18%3.04%
GLAXOSMITHKLINE2.96%2.87%
BNP PARIBAS SA2.94%2.72%
BANCO SANTANDER3.96%2.52%
VINCI SA2.15%1.94%
DEUTSCHE POST AG (enters top 10)1.82%1.88%
INFINEON TECHNOLOGIES AG (leaves the top 10)1.97%1.87%

Combined top-10 weight: 29.9% → 29.6%.

Sectors — where the weight moved

Consumer Staples
8.17.7
Materials
5.35.6
Financials
27.327.0
Consumer Discretionary
5.45.6
Energy
5.05.1

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

Countries

Country6 Aug31 Aug
France23.9%23.2%
Germany24.1%24.5%
Denmark1.5%1.7%

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

Monthly return

0.6% in EUR (NAV 8.678.62, 31 Jul31 Aug). No distributions in the month.

Assets over the month

118 mln €121 mln €3 Aug31 Aug

116 mln €121 mln € (issuer’s daily series).

Costs and key facts

TER0.25% — unchanged
Transaction costs (KID)0.04% — 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.