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iShares V Publishes Shareholder Letter on ETF Benchmark Changes

iShares V Publishes Shareholder Letter on ETF Benchmark Changes

BitgetBitget2026/10/30 11:18
  • iShares MSCI USA Climate Transition Aware UCITS ETF faces benchmark methodology changes on or around November 30, 2026.
  • MSCI will add Norges Bank Investment Management exclusions, broaden fast-exit criteria and replace country and sector caps with optimization.
  • At least 20% of parent-index constituents must be excluded; the existing 75% parent-index weight ceiling remains.
  • The Fund will bear estimated additional portfolio realignment costs of 1.8 basis points as part of the index rebalance.
  • The changes will not materially affect investment management or the Fund’s risk profile; its SFDR Article 8 classification remains unchanged.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. iShare V plc published the original content used to generate this news brief on October 30, 2026, and is solely responsible for the information contained therein.

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