BL

BLACKROCK LIFEPATH SMART BETA 2040 FUND

Mutual Fund
BlackRock Funds II
Last update 2021-09-17 17 Stocks (0 new)
Value $13.00 Mil Turnover 20 %
Countries:
Top Holdings: MTUM(15.91%)VLUE(10.53%)USMV(8.30%)QUAL(8.07%)IEMG(7.98%)
Summary Stock Picks Current Portfolio
BLACKROCK LIFEPATH SMART BETA ... Top Holdings of 2020-04-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MTUM
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
18,573
2,209.1
+296.77%
15.910
+11.90%
0.030
+22.63%
+16.07%
17,703.4
 
VLUE
iShares MSCI USA Value Factor ETF
20,901
1,462.7
+8.50%
10.530
+0.82%
0.020
+16.31%
+9.33%
6,690.0
 
USMV
iShares MSCI USA Min Vol Factor ETF
19,508
1,152.3
-32.37%
8.300
-3.92%
0.010
+3.59%
+5.42%
23,553.1
 
QUAL
iShares MSCI USA Quality Factor ETF
12,320
1,121.0
-52.64%
8.070
-8.60%
0.010
+14.25%
+3.80%
53,112.1
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
25,371
1,107.7
+22.65%
7.980
+1.47%
0.000
+18.91%
+18.34%
99,158.0
 
IMTM
iShares MSCI Intl Momentum Factor ET
iShares MSCI Intl Momentum Factor ET
34,176
967.5
+376.25%
6.970
+5.51%
0.150
+12.93%
+21.74%
3,068.0
 
IQLT
iShares MSCI Intl Quality Factor ETF
iShares MSCI Intl Quality Factor ETF
34,250
936.7
-23.29%
6.750
-2.06%
0.030
+8.60%
+16.32%
11,817.6
 
IVLU
iShares MSCI Intl Value Factor ETF
34,881
645.6
0%
4.650
0%
0.060
+11.83%
+22.76%
2,279.3
 
EFAV
iShares MSCI EAFE Min Vol Factor ETF
iShares MSCI EAFE Min Vol Factor ETF
9,541
614.7
-35.98%
4.430
-2.49%
0.010
+5.43%
+19.37%
5,409.1
 
SIZE
iShares MSCI USA Size Factor ETF
7,328
594.5
+1.68%
4.280
+0.07%
0.220
+14.93%
+6.20%
352.3
 

BLACKROCK LIFEPATH SMART BETA 2040 FUND's Historical Top Holdings Breakdowns

BLACKROCK LIFEPATH SMART BETA 2040 FUND Total Holding History ($B)

To

BLACKROCK LIFEPATH SMART BETA 2040 FUND's Asset Allocation

To

BLACKROCK LIFEPATH SMART BETA 2040 FUND Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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BLACKROCK LIFEPATH SMART BETA 2040 FUND's Hypothetical Growth since 2020-04-30

BLACKROCK LIFEPATH SMART BETA 2040 FUND's Yearly Returns

Year Portfolio % % Excess Gain %

BLACKROCK LIFEPATH SMART BETA 2040 FUND's Holdings Heat Map

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BLACKROCK LIFEPATH SMART BETA 2040 FUND's Holdings Bubble Chart

BLACKROCK LIFEPATH SMART BETA 2040 FUND News

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