iShares Edge MSCI USA Momentum Factor UCITS ETF

The iShares Edge MSCI USA Momentum Factor UCITS ETF is an exchange-traded fund designed to track the performance of an index comprising a subset of MSCI USA stocks that demonstrate relatively high price momentum, focusing on large- and mid-capitalization U.S. equities exhibiting upward price trends. This momentum factor strategy aims to capture ongoing trends in stock prices by selecting securities with strong recent performance, providing investors with targeted exposure to this investment style within the U.S. equity market. As a UCITS-compliant ETF domiciled in Ireland and managed by iShares (BlackRock), it adheres to strict EU regulations ensuring diversification—no single holding exceeds 10% of net asset value—liquidity, asset segregation by an independent custodian, and limited use of derivatives or leverage, enhancing investor protection. Available in both accumulating and distributing share classes with a total expense ratio of 0.20% p.a., it employs full physical replication to mirror the index, holding approximately 125 stocks across various sectors. This ETF plays a key role in factor-based investing, allowing European and global investors to access U.S. momentum strategies through a regulated, transparent vehicle traded on multiple exchanges.