{"id":90090,"date":"2024-08-14T21:48:56","date_gmt":"2024-08-14T21:48:56","guid":{"rendered":"https:\/\/adamfayed.com\/?p=90090"},"modified":"2024-08-14T21:48:59","modified_gmt":"2024-08-14T21:48:59","slug":"ishares-global-tech-etf-review","status":"publish","type":"post","link":"https:\/\/adamfayed.com\/it\/review-articles\/ishares-global-tech-etf-review\/","title":{"rendered":"iShares Global Tech ETF Review"},"content":{"rendered":"

Let\u2019s review the iShares Global Tech ETF (IXN), an investment product from BlackRock’s iShares line of ETF<\/a>.<\/p>\n\n\n\n

The Fund seeks to mimic the investment results of the global technology equities included in the S&P Global 1200 Information Technology Index. Its total net assets stood at $4.7 billion as of August 12, 2024.<\/p>\n\n\n\n

Unveiled November 12, 2001, the NYSE Arca exchange-listed fund has a twice-yearly distribution schedule.<\/p>\n\n\n\n

Being an exchange-traded fund, only broker-dealers are authorized to acquire and offload individual shares in the secondary market.<\/p>\n\n\n\n

Se state cercando di investire come espatriati o individui con un alto patrimonio netto, che \u00e8 ci\u00f2 in cui sono specializzato, potete inviarmi un'e-mail (advice@adamfayed.com) o un messaggio WhatsApp (+44-7393-450-837).<\/p>\n\n\n\n

Questo vale anche per chi \u00e8 alla ricerca di alternative o di un secondo parere.<\/p>\n\n\n\n

Some facts based on the iShares Global Tech ETF fact sheet<\/a> might change from the time of writing, so potential investors shouldn’t invest or decide not to invest based off this review alone.<\/p>\n\n\n\n

Per una guida aggiornata, contattatemi.<\/p>\n\n\n\n

iShares Global Tech ETF Holdings<\/h3>\n\n\n\n

The investment option\u2019s top holdings include Microsoft with 18.42%, NVIDIA with 16.85%, and Apple with 8.96%.<\/p>\n\n\n\n

Sector-wise, semiconductors & semiconductor equipment has the largest allocation at 43.76%, trailed by software & services at 36.23%, then tech hardware & equip at 19.74%.<\/p>\n\n\n\n

In terms of geographical distribution, the US took the largest share with 79.85%.<\/p>\n\n\n\n

Meanwhile, 99.73% of the ETF\u2019s investments are injected into scorte<\/a>.<\/p>\n\n\n\n

iShares Global Tech ETF Fees<\/h3>\n\n\n\n
\"iShares<\/figure>\n\n\n\n

The charges imposed by the ETF include a 0.41% management fee. <\/p>\n\n\n\n

No acquired fund fees and foreign taxes are levied.<\/p>\n\n\n\n

However, brokerage commissions and other fees may be assessed.<\/p>\n\n\n\n

Ishares Global Tech ETF Performance<\/h3>\n\n\n\n

On average, the aggregate yearly returns recorded by the fund was 28% for one year, 22.20% for five years, and 11.03% from rollout.  <\/p>\n\n\n\n

Cumulative total return year-to-date through June 30, 2024 hit 21.90%.<\/p>\n\n\n\n

For calendar year total earnings, 52.78% was logged for 2023 and 29.45% for 2021. Positive returns were also hit in 2019 and 2020. Meanwhile, 2022% recorded a loss of 29.79%.<\/p>\n\n\n\n

Ishares Global Tech ETF Tax<\/h3>\n\n\n\n

The Fund intends to distribute profits that may be subject to capital gains or ordinary income taxes. Levies on payouts for investments through tax-deferred accounts like IRAs or 401ks are generally postponed until they are withdrawn.<\/p>\n\n\n\n

Pros and cons of iShares Global Tech ETF<\/h3>\n\n\n\n

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Global Tech ETF Advantages<\/h4>\n\n\n\n