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IWFS ETF · iShares MSCI World Mid-Cap Equal Weight UCITS ETF
Performance & flows
Historic performance and flows
| 1M | 3M | 1Y | 3Y | 5Y | MTD | QTD | YTD | ||
|---|---|---|---|---|---|---|---|---|---|
| Perf. | -5.80%  | +0.17%  | +18.67%  | +41.34% | +27.98% | +1.69% | +1.69% | +0.72% | |
| Flows |
Key fund info
Enterprise
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Risk profile
Historical risk/return profile
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Returns | +0.17% | +18.67% | +41.34% | +27.98% |
| Volatility | ||||
| Perf./Volatility | ||||
| Max drawdown |
Exposure
Sustainability
ESG Consensus® by Conser
Our partner Conser gathers the industry's consensus on the business practices of the underlying holdings. We have computed the following metrics about IWFS ETF's sustainability, based on their methodology.
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.
IWFS’s has a Final Sustainability Grade of either C+, C, C-, or D.
Replication
Issuer
| AuM | ||
|---|---|---|
IVV | iShares Core S&P 500 ETF | €629.43B |
IEFA | iShares Core MSCI EAFE ETF | €148.47B |
AGG | iShares Core U.S. Aggregate Bond ETF | €118.75B |
IEMG | iShares Core MSCI Emerging Markets ETF | €117.32B |
CSSPX | iShares Core S&P 500 UCITS ETF | €111.03B |
Frequently asked questions about IWFS
What does iShares MSCI World Mid-Cap Equal Weight UCITS ETF, IWFS, invest in?
IWFS is a Passive ETF. This ETF provides exposure to Equally Weighted Mid Cap Developed markets Equities.
Which benchmark or index does IWFS replicate?
IWFS tracks the MSCI World Mid-Cap Equal Weighted Net Total Return Index - USD, through a optimized sampling replication method.
What is the Total Expense ratio (TER) of IWFS?
IWFS carries a total expense ratio (TER) of 0.3%, indicating the annual cost for holding the fund.
When was IWFS launched?
IWFS was introduced to the market on October 3, 2014. It trades on Finland, among other exchanges
Who is the ETF issuer of IWFS?
iShares MSCI World Mid-Cap Equal Weight UCITS ETF, IWFS, is provided by iShares. Learn more about iShares here.
What is the current assets under management (AUM) of IWFS?
IWFS oversees €373M in assets as of April 2, 2026.
How has IWFS performed lately?
Based on data from April 2, 2026, IWFS returned -5.80% over the past month, 0.17% over the last three months and 0.72% year-to-date.
What are the latest inflows or outflows for IWFS?
As of April 2, 2026, IWFS recorded net flows of +€15M over the last month and +€29M year-to-date.
Does IWFS distribute dividends?
IWFS follows a capitalizing, meaning it reinvests income within the fund.
What are the main country or region exposures of IWFS?
As of February 28, 2026, IWFS has significant geographic allocations in USA, Japan and Canada.
In which sector or theme does IWFS invest in?
As of February 28, 2026, IWFS focuses largely on Industrials, Financials and Information Technology.
How many securities does IWFS hold and how diversified is it?
As of February 28, 2026, IWFS holds 777 positions in its portfolio, with 3.22% of assets concentrated in its top 15 holdings.
What are the main positions in IWFS?
As of February 28, 2026, IWFS top three holdings include SUMITOMO MTL MIN, JP3379550001 and HELVETIA HOLDING.
What is the base currency of IWFS?
The base currency of IWFS is USD.
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