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September 2026what changed

iShares STOXX USA Equity Multifactor UCITS ETF · IE00BG13YZ23 · UFSD · snapshots compared: 20 Aug31 August 2026
In brief: 0 holdings added and 0 removed from the basket · large-holding weights nearly unchanged · monthly return +3.1% · costs and key facts unchanged.

Basket — holdings added (0)

None.

Basket — holdings removed (0)

None.

Holdings compared (excluding cash instruments): 269 → 269.

Holding weights

No change beyond ±0.25 points. The largest: MICROSOFT, 3.99%4.17%.

Top 10 — before and after

Holding6 Aug31 Aug
NVIDIA7.70%7.69%
APPLE6.27%6.31%
ALPHABET CLASS C5.27%4.92%
MICROSOFT4.14%4.17%
BROADCOM INC3.70%3.23%
BANK OF NEW YORK MELLON CORP2.89%2.91%
AMAZON.COM INC2.65%2.51%
JPMORGAN CHASE & CO2.08%2.06%
GENERAL MOTORS1.78%1.76%
MARATHON PETROLEUM (enters top 10)1.33%1.64%
ABBVIE (leaves the top 10)1.40%1.46%

Combined top-10 weight: 37.9% → 37.2%.

Sectors — where the weight moved

Energy
3.54.1
Health Care
10.010.4
Industrials
6.25.8
Consumer Discretionary
11.010.7
Information Technology
37.137.4

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

Countries

Country6 Aug31 Aug
United States98.6%98.5%
Netherlands0.8%0.7%
Sweden0.6%0.7%

Nearly unchanged: beyond the largest countries, every move stays within ±0.2 points.

Monthly return

+3.1% in USD (NAV 11.2911.64, 31 Jul31 Aug). No distributions in the month.

Assets over the month

3 mln $3 mln $3 Aug31 Aug

3 mln $3 mln $ (issuer’s daily series).

Costs and key facts

TER0.20% — unchanged
Transaction costs (KID)0.01% — 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.