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IS3U

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Analysis and statistics

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About

IS3U.XETRA represents the iShares MSCI World SRI UCITS ETF, traded on the XETRA exchange. This Exchange Traded Fund (ETF) aims to replicate the performance of the MSCI World SRI (Socially Responsible Investment) index, which focuses on companies with high environmental, social, and governance (ESG) ratings while excluding those involved in controversial activities. Therefore, it offers investors exposure to a diversified portfolio of global stocks that meet specific ethical and sustainability criteria, allowing them to invest in a socially conscious manner.
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Factors

Index Performance: The ETF price closely mirrors the underlying MSCI USA SRI index's performance. Strong index gains typically boost the ETF's price, and vice versa.

Supply and Demand: High demand for IS3U shares drives up its price, while increased selling pressure can lower it. Market sentiment plays a significant role.

Management Fees: The ETF's expense ratio, though relatively low, impacts returns. Higher fees can slightly reduce the overall price appreciation over time.

Currency Fluctuations: As the ETF invests in US equities, changes in the EUR/USD exchange rate affect its price for Euro-based investors. A stronger USD increases the ETF price.

Dividend Payments: Dividends paid by companies within the MSCI USA SRI index are passed on to ETF holders, potentially impacting the share price around distribution dates.

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