(IEDI) iShares Evolved U.S. - Ratings and Ratios

The iShares Evolved U.S. Discretionary Spending ETF (BATS:IEDI) is a targeted equity fund designed to capture opportunities in the U.S. consumer discretionary sector through a rules-based, evolved sector classification. The fund invests at least 80% of its net assets in U.S. listed common stocks of consumer discretionary spending companies across large-, mid-, and small-capitalization tiers. Its investment strategy emphasizes companies with higher U.S. Consumer Scores relative to the broader Consumer Discretionary Spending Evolved Sector, aiming to align with domestic spending trends. The fund is non-diversified, allowing for concentrated exposure to its investment universe.

Based on the provided technical and fundamental data, the 3-month forecast indicates potential volatility as the funds price (53.05) currently trades below its 20-day (55.59) and 50-day (55.08) moving averages, suggesting near-term weakness. However, the 200-day moving average (51.61) remains below the current price, signaling a bullish long-term trend. The Average True Range (0.67) suggests moderate price fluctuations. With an AUM of 33.18M USD and average daily volume of 6,718 shares, liquidity is limited but manageable for small to moderate positions.