Weekly Feature | Nasdaq Dorsey Wright

Weekly Feature

Published: January 2, 2026

This content is for informational purposes only. This should not be construed as solicitation. The general public should consult their financial advisor for additional information related to investment decisions.

There are no changes to any of the iShares models this week. As we do each quarter, today we review the performance of the models covered in this report.

There are no changes to any of the iShares models this week. As we do each quarter, today we review the performance of the models covered in this report. US equities continued to advance in the fourth quarter as the S&P 500 (SPX) gained 2.35%. The iShares Sector Rotation Model (ISHRSECT) finished the quarter in positive territory but trailed its benchmark by a little over 1% as the model’s exposure to utilities and software weighed on performance. For the year, ISHRSECT gained 13.44%, but trailed its benchmarks. The iShares Tactical Model (ISHRTACT) finished the quarter with a gain of 5.65%; the model was aided by its exposure to gold and silver. ISHRTACT finished 2025 with a gain of 20.42%, outpacing both of its benchmarks.

International equities also advanced in Q4 as the iShares MSCI EAFE ETF (EFA) and iShares MSCI Emerging Markets ETF (EEM) each gained more than 2%. The iShares International Model (ISHRINTL]) handily outperformed both benchmarks gaining more than 10% for the quarter. ISHRINTL benefited from exposure to South Korea, Peru, Israel, and Poland. For the calendar year, ISHRINTL finished with a gain of 54.25%, outpacing both EFA and EEM by more than 20%.

The iShares US Core Bond ETF (AGG) was down slightly in the fourth quarter as long-term yields rose. The iShares Fixed Income Model (ISHRFIXED) finished the quarter up roughly 0.5%. The model finished the year up almost 7%, outperforming AGG by more than 3%.

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DISCLOSURE

**Unless otherwise stated, the performance numbers herein are based on price returns and do not include dividends or all transaction costs. Past performance is not indicative of future results. Potential for profits is accompanied by possibility of loss. BlackRock sponsors the Dorsey Wright iShares ETF Models. However, analysis, models and recommendations are created and provided solely by Dorsey, Wright & Associates (Dorsey Wright). Neither BlackRock, BlackRock Advisors and its affiliates, nor SEI Investments Distribution Co. or its affiliates (SEI) are affiliated with Dorsey Wright. Neither BlackRock nor SEI provides investment advice or recommendations regarding any security, fund or market. Analysis, models and recommendations should not be considered an offer to purchase or sell, or a solicitation of an offer to buy or purchase any security, including iShares. The examples presented do not take into consideration commissions, tax implications, or other transactions costs. No individual risk management tools are used in maintaining this model. This model may not be suitable for all investors. As the investment professional making the final decision with respect to allocations, remember to adhere to NASD Rules 2090 and 2111 (formerly NYSE Rule 405, Know Your Customer). The percentage of the portfolio devoted to any iShares strategy, as well as final individual weightings are at the sole discretion of the financial advisor and not Dorsey, Wright & Associates, BlackRock or SEI Investments Distribution Co. or its affiliates (SEI) . If you are not familiar with the Point & Figure methodology, we suggest you read "Point & Figure Charting, 4th Edition" by Thomas J. Dorsey or visit the PnF University at www.dorseywright.com. If you are not familiar with the iShares products, or Exchange Traded Funds (ETFs), we suggest you visit www.ishares.com for more information.