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IWMO ETF · iShares Edge MSCI World Momentum Factor UCITS ETF
The IWMO Exchange Traded Fund (ETF) is provided by iShares. It is built to track an index: MSCI World Momentum Index. The IWMO ETF provides physical exposure, so by buying it you actually own parts of all the 350 underlying holdings. The dividend policy is capitalization.
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This fund is part ofDeveloped Market Blended Cap1M perf.-4.66%
Last price
$94.70
1M perf.
-4.11%
1M flows
+€44M
AuM
€3.36B
E/R
0.25%
Rating
ESG Consensus®
IWMO
$94.70
Performance & flows
Segment for quartile rank
December 12, 2025 → March 12, 2026
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IWMO
$95.33
-0.74%
Developed Market Blended Cap
-0.49%
Historic performance and flows
| 1M | 3M | 1Y | 3Y | 5Y | MTD | QTD | YTD | ||
|---|---|---|---|---|---|---|---|---|---|
| Perf. | -4.11%  | -0.74% | +20.50% | +80.56%  | +62.85%  | -5.53% | -1.53% | -1.53% | |
| Flows |
Key fund info
Segment for quartile rank
Main characteristics
More details
NAV
3/12/2026
$95.49
1D NAV change
-1.89%
Dividend policy
Replication method
Direct (Physical)
Replication model
Optimized sampling
No. of holdings
350
Inception date
10/3/2014
Jurisdiction
Ireland
Distribution
Portugal
Netherlands
France
Germany
Saudi Arabia (Qualified Investor)
Legal structure
Open-end Investment Company
Base currency
USD
Classification
Investment strategy
The Fund seeks to track the performance of an index composed of a sub-set of MSCI World stocks that have been experiencing an upward price trend.
Tax optimisation
PEA
France
UK Reporting Status
United Kingdom
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Enterprise Fund page features include:
Legal documents
Powerful buy-list integration
Fund data exports
Advanced risk metrics
Advanced replication analysis
Advanced exposure look-through
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Enterprise
Trackinsight Enterprise helps professional and institutional ETF investors tackle operational, regulatory, and analytical challenges at every stage of the investment process.
Learn more about Trackinsight EnterpriseSimilar ETFs
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E/R
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Risk profile
Segment for quartile rank
Historical risk/return profile
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Returns | -0.74% | +20.50% | +80.56% | +62.85% |
| Volatility | ||||
| Perf./Volatility | ||||
| Max drawdown |
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Synthetic Risk and Reward Indicator (SRRI)
UCITS
1
2
3
4
5
6
7
PRIIPS
1
2
3
4
5
6
7
Built for professionals: access exclusive risk metrics in Trackinsight Enterprise.
Enterprise
Trackinsight Enterprise helps professional and institutional ETF investors tackle operational, regulatory, and analytical challenges at every stage of the investment process.
Learn more about Trackinsight EnterpriseExposure
Countries
USA
55.88%
Japan
8.31%
Canada
6.64%
United Kingdom
5.71%
Spain
3.72%
Germany
3.65%
Netherlands
2.68%
Italy
2.08%
Unavailable
0.58%
Other
10.75%
Sectors
Information Technology
31.91%
Financials
22.70%
Industrials
16.86%
Communication Services
6.42%
Consumer Discretionary
3.30%
Materials
3.18%
Health Care
2.87%
Utilities
2.83%
Unavailable
6.77%
Other
3.16%
Diversification
Total weight of top 15 holdings out of 350
Top 15 holdings
Data as of January 31, 2026
BROADCOM LIMITED
NVIDIA
MICROSOFT-T
JPMORGAN CHASE
PALANTIR TECHNOLOGIES
ALPHABET INC-CL
MICRON TECHNOLOGY
GENERAL ELECTRIC
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US36828A1016
ALPHABET INC-CL
ORACLE SYS
AMPHENOL
BANCO SANTANDER SA
ADVANCED MICRO DEVICES
RAYTHEON TECHNOLOGIES CORPORD
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Built for professionals: access exclusive exposure metrics in Trackinsight Enterprise.
Enterprise
Trackinsight Enterprise helps professional and institutional ETF investors tackle operational, regulatory, and analytical challenges at every stage of the investment process.
Learn more about Trackinsight EnterpriseSustainability
Integrates ESG criteria
No
SDG
ESG Consensus® by Conser
Data as of December 31, 2025
MethodologyOur partner Conser gathers the industry's consensus on the business practices of the underlying holdings. We have computed the following metrics about IWMO ETF's sustainability, based on their methodology.
ESG Consensus®
ESG Consensus® is based on the Final Sustainability Grade, which itself consists of 10 grades. Our partner Conser calculates the exact grade, based on market intelligence, using their proprietary ESG Consensus® methodology.
IWMO’s has a Final Sustainability Grade of either C+, C, C-, or D.
A+
A
A-
B+
B
B-
C+
C
C-
D
This fund’s exact Final Sustainability Grade is available in Trackinsight Enterprise.
Learn more about Trackinsight EnterpriseHoldings review
64.59% of holdings have positive scoring
35.63% of holdings have negative scoring
15.59%
27.34%
21.66%
6.95%
17.86%
10.82%
Consensus levels
Strong
Medium
Weak
Built for professionals: access exclusive sustainability metrics in Trackinsight Enterprise.
Enterprise
Trackinsight Enterprise helps professional and institutional ETF investors tackle operational, regulatory, and analytical challenges at every stage of the investment process.
Learn more about Trackinsight EnterpriseReplication
Trackinsight replication rating:
Replication quality
Calculated over 12m, as of February 27, 2026
Tracking error
Tracking difference
Replication information
Index
MSCI World Momentum Net Total Return Index - USD
Index ticker
M1WOMOM Index
Index dividend policy
NTR
Replication method
Replication model
Built for professionals: access exclusive replication metrics in Trackinsight Enterprise.
Enterprise
Trackinsight Enterprise helps professional and institutional ETF investors tackle operational, regulatory, and analytical challenges at every stage of the investment process.
Learn more about Trackinsight EnterpriseIssuer
iShares
iShares ID Card
Number of funds
1720
Total AuM
€4.93T
Expense ratio range
0.03% - 1.51%
Average expense ratio
0.285%
Top 5 funds by iShares
| AuM | ||
|---|---|---|
IVV | iShares Core S&P 500 ETF | €614.83B |
IEFA | iShares Core MSCI EAFE ETF | €147.01B |
AGG | iShares Core U.S. Aggregate Bond ETF | €120.68B |
IEMG | iShares Core MSCI Emerging Markets ETF | €118.68B |
CSSPX | iShares Core S&P 500 UCITS ETF | €113.07B |
Frequently asked questions about IWMO
What does iShares Edge MSCI World Momentum Factor UCITS ETF, IWMO, invest in?
IWMO is a Passive ETF. This ETF provides exposure to Other Large and Mid-Cap Developed markets Equities.
Which benchmark or index does IWMO replicate?
IWMO tracks the MSCI World Momentum Net Total Return Index - USD, through a optimized sampling replication method.
What is the Total Expense ratio (TER) of IWMO?
IWMO carries a total expense ratio (TER) of 0.25%, indicating the annual cost for holding the fund.
When was IWMO launched?
IWMO was introduced to the market on October 3, 2014. It trades on Portugal, among other exchanges
Who is the ETF issuer of IWMO?
iShares Edge MSCI World Momentum Factor UCITS ETF, IWMO, is provided by iShares. Learn more about iShares here.
What is the current assets under management (AUM) of IWMO?
IWMO oversees €3.36B in assets as of March 12, 2026.
How has IWMO performed lately?
Based on data from March 12, 2026, IWMO returned -4.11% over the past month, -0.74% over the last three months and -1.53% year-to-date.
What are the latest inflows or outflows for IWMO?
As of March 12, 2026, IWMO recorded net flows of +€44M over the last month and +€385M year-to-date.
Does IWMO distribute dividends?
IWMO follows a capitalizing, meaning it reinvests income within the fund.
What are the main country or region exposures of IWMO?
As of January 31, 2026, IWMO has significant geographic allocations in USA, Japan and Canada.
In which sector or theme does IWMO invest in?
As of January 31, 2026, IWMO focuses largely on Information Technology, Financials and Industrials.
How many securities does IWMO hold and how diversified is it?
As of January 31, 2026, IWMO holds 350 positions in its portfolio, with 34.06% of assets concentrated in its top 15 holdings.
What are the main positions in IWMO?
As of January 31, 2026, IWMO top three holdings include BROADCOM LIMITED, NVIDIA and MICROSOFT-T.
What is the base currency of IWMO?
The base currency of IWMO is USD.
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