iShares U.S. Consumer Focused ETF (IEDI)
BATS BATS Primary Summary
IEDI Chart
4 ETF Areas to Win Amid Slowing Retail Sales in May
Retail sales dropped 0.9% in May, but select sectors like online, apparel, and furniture retail defied the downturn with gains. ETFs like ONLN, RTH, XRT and IEDI should benefit.
IEDI: Consumer Discretionary ETF With Low Volatility
iShares U.S. Consumer Focused ETF offers a unique, AI-driven approach of consumer discretionary, with a more defensive profile than traditional ETFs in this sector. While IEDI has average fundamentals, it has historically delivered superior risk-adjusted performance compared to competitors. IEDI has a few drawbacks: low assets under management, limited liquidity, portfolio concentration, and recent underperformance.
4 ETF Sectors to Win Despite Moderate Retail Sales in December
Retail sales grew at a slower pace than Wall Street had expected in December.
iShares U.S. Consumer Focused ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Bobby Adusumilli SJS Investment Consulting Inc. | 61 | $2,948.74 | $3,356.83 | $408.09 | 13.84% |
| DP Dean Pelos Commonwealth Retirement Investments LLC | 3,975 | $218,835.9 | $218,076.45 | -$759.45 | -0.35% |
 Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 2 | $76 | $111.6 | $35.6 | 46.84% |
 Christopher C. Powers Farther Finance Advisors, LLC | 27 | $1,060.34 | $1,490.69 | $430.35 | 40.59% |
iShares U.S. Consumer Focused ETF (IEDI) FAQ
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iShares U.S. Consumer Focused ETF Profile
| BATS Exchange | US Country |
Overview
The fund operates with the core objective of maximizing its investment returns by allocating at least 80% of its net assets primarily into U.S. listed common stocks spanning across large-, mid-, and small-capitalization consumer discretionary spending companies. This investment strategy focuses on engaging with companies that are active within the Consumer Discretionary Spending Evolved Sector, ensuring a deliberate inclination towards firms that showcase higher U.S. Consumer Scores in comparison to others within the same sector. The fund is characterized by its non-diversified status, highlighting a concentrated approach in its investment choices within the consumer discretionary spending sector.
Products and Services
- Investment in U.S. Listed Common Stock
The fund invests a significant portion of its assets, at least 80%, in the common stock of companies across large, mid, and small capitalization that are a part of the U.S. consumer discretionary sector. This strategic choice underscores the fund's commitment to leveraging the growth potential within the consumer discretionary market, aiming at companies with robust U.S. Consumer Scores.
- Focus on Consumer Discretionary Spending Evolved Sector
The specialized focus on companies within the Consumer Discretionary Spending Evolved Sector allows the fund to target investments in businesses that are believed to have the potential for growth and innovation. By prioritizing companies with higher U.S. Consumer Scores, it seeks to optimize returns by capitalizing on consumer trends and spending behavior patterns.
- Non-Diversified Fund Strategy
As a non-diversified fund, there is a strategic decision to not spread investments across a wide array of sectors. Instead, the emphasis is placed on investing in a selected number of companies within the consumer discretionary sector. This approach allows for a more focused investment strategy, potentially leading to higher yields from select high-performing companies within the targeted sector.
