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Global ETF Survey 2026

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Global ETF Survey 2026
›ETF Issuers›iShares›IWMO
ETF screener
IWMO
IE00BP3QZ825
Passive ETFEquity

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 358 underlying holdings. The dividend policy is capitalization.
Last update 6/5/2026, 7:00 AM UTC
LIVE
CLOSED
This fund is part ofDeveloped Market Blended Cap1M perf.+3.49%
Last price
$116.18
1M perf.
+3.85%
1M flows
+€244M
AuM
€4.37B
TER
0.25%
Rating
ESG Consensus®
esg grade icon
IWMO
$116.18

Performance & flows

Segment for quartile rank
March 5, 2026 → June 5, 2026
0-10-50510152025%APRMAYJUNAPRMAYJUN
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IWMO
$113.92
+17.99%
Developed Market Blended Cap
+8.36%

Historic performance and flows

1M3M1Y3Y5YMTDQTDYTD
Perf.
+3.85%
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+17.98%
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+28.78%
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+109.04%
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+81.08%
icon
-2.10%
+23.12%
+17.67%
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Flows

Key fund info

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Main characteristics
Issuer
ISIN
IE00BP3QZ825
AuM
€4.37B
icon
TER
0.25%
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Replication rating
icon
ESG Consensus®
esg grade icon
icon
More details
NAV
6/5/2026
$114.11
1D NAV change
-4.20%
Dividend policy
Replication method
Direct (Physical)
Replication model
Optimized sampling
No. of holdings
358
Inception date
10/3/2014
Jurisdiction
Ireland
Distribution
Slovakia
Sweden
United Kingdom
Luxembourg
Italy
Legal structure
Open-end Investment Company
Base currency
USD
Classification
Product type
Asset class
Factors
N/A
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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Risk profile

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Historical risk/return profile

3M1Y3Y5Y
Returns
+17.98%
icon
+28.78%
icon
+109.04%
icon
+81.08%
icon
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
More exposure metrics are available, exclusively in Trackinsight Enterprise

Exposure

Countries
USA
51.54%
Japan
12.04%
Canada
7.02%
United Kingdom
5.68%
Switzerland
3.31%
Netherlands
3.30%
Spain
3.28%
France
1.90%
Unavailable
0.42%
Other
11.50%
Sectors
Information Technology
22.81%
Industrials
15.99%
Financials
13.07%
Energy
10.50%
Health Care
9.22%
Communication Services
6.88%
Materials
5.51%
Utilities
3.66%
Unavailable
7.73%
Other
4.63%
Diversification
Total weight of top 15 holdings out of 358
Top 15 holdings
Data as of April 30, 2026
MICRON TECHNOLOGY
EXXON
ALPHABET INC-CL
JOHNSON&JOHNSON
ASML HOLDING
ALPHABET INC-CL
CATERPILLAR
ADVANCED MICRO DEVICES
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US5128073062
US36828A1016
INTEL-T
APPLIED MATERIAL
WESTERN DIGITAL
CISCO-T
HSBC HOLDINGS
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More risk metrics are available, exclusively in Trackinsight Enterprise

Sustainability

Integrates ESG criteria
No
SDG

ESG Consensus® by Conser

Data as of March 31, 2026
Methodology

Our 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.

Learn more about Conser

ESG Consensus®
esg grade icon

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.

This fund’s exact Final Sustainability Grade is available in Trackinsight Enterprise.
Learn more about Trackinsight Enterprise
Holdings review
66.32% of holdings have positive scoring
33.87% of holdings have negative scoring
13.38%
34.21%
18.72%
7.55%
20.03%
6.29%
Consensus levels
Strong
Medium
Weak
More sustainability metrics are available, exclusively in Trackinsight Enterprise

Replication

Trackinsight replication rating:
1-year trailing difference
As of May 29, 2026
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IWMO
N/A
Replication quality
Calculated over 12m, as of May 29, 2026
Tracking error
Tracking difference
1-year cumulative return difference
Best
Worst
Daily return difference
Average
Worst
Replication information
Index
Index ticker
Index dividend policy
Replication method
Replication model

Issuer

iShares
iShares ID Card
Number of funds
1771
Total AuM
€5.34T
Expense ratio range
0.03% - 1.51%
Average expense ratio
0.2829%
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IWDA
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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 Slovakia, 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 €4.37B in assets as of June 5, 2026.

How has IWMO performed lately?

Based on data from June 5, 2026, IWMO returned 3.85% over the past month, 17.98% over the last three months and 17.67% year-to-date.

What are the latest inflows or outflows for IWMO?

As of June 5, 2026, IWMO recorded net flows of +€242M over the last month and +€753M 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 April 30, 2026, IWMO has significant geographic allocations in USA, Japan and Canada.

In which sector or theme does IWMO invest in?

As of April 30, 2026, IWMO focuses largely on Information Technology, Industrials and Financials.

How many securities does IWMO hold and how diversified is it?

As of April 30, 2026, IWMO holds 358 positions in its portfolio, with 33.17% of assets concentrated in its top 15 holdings.

What are the main positions in IWMO?

As of April 30, 2026, IWMO top three holdings include MICRON TECHNOLOGY, EXXON and ALPHABET INC-CL.

What is the base currency of IWMO?

The base currency of IWMO is USD.

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