EWIiShares MSCI Italy ETF
EWI Fund Description
The iShares MSCI Italy ETF tracks a market-cap-weighted index of Italian companies. It covers the top 85% of Italian companies by market cap.
EWI Factset Analytics Insight
EWI does a great job of providing focused coverage of Italian equity with a small but comprehensive basket of large- and midcap stocks. Its exclusion of small-caps gives the fund a tilt toward larger firms, but thats a reasonable concession in this small market. Exposure to the largest names is pared back somewhat for RIC compliance, so EWI is only slightly more concentrated than our cap-weighted benchmark. The fund typically trades well, with strong daily volume and tight spreads. Keep in mind that Italian markets close just a few hours after EWI starts trading, so short-term premiums or discounts to NAV may simply reflect price discovery by the fund. EWI charges a reasonable fee and tracks its index tightly, keeping holding costs down. In all, EWI's large asset base, strong liquidity, and decent coverage make it a solid choice for those wanting vanilla exposure to Italy in an ETF.
EWI MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of June 21, 2018 the iShares MSCI Italy ETF MSCI ESG Fund Quality Score is 6.21 out of 10.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. EWI ranks in the 12nd percentile within its peer group and in the 75th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
EWI CHARTS AND PERFORMANCE
EWI Top 10 Countries
EWI Top 10 Sectors
EWI Top 10 Holdings [View All]
EWI Portfolio Management
EWI Tax Exposures
EWI Fund Structure
EWI Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EWI. EWI is rated a 5 out of 5.
EWI Sector/Industry Breakdown
EWI TOP 10 HOLDINGS[View All]
EWI Economic Development
EWI Performance Statistics
EWI MSCI ESG Ratings
EWI BENCHMARK COMPARISON SUMMARY
EWI BENCHMARK COMPARISON MARKET CAP SIZE
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.