EWU

iShares MSCI United Kingdom ETF
A

94
  • Overview
  • Efficiency
  • Tradability
  • Fit

EWU Fund Description

The iShares MSCI United Kingdom Index Fund tracks a market-cap-weighted index of British companies. It covers the top 85% of British companies by market cap.

EWU Factset Analytics Insight

EWU holds a fairly concentrated basket of British large- and midcaps that, nevertheless, captures the UK space well. Its top holdings include big names like Royal Dutch Shell, HSBC and BP. EWU separates itself from competitors by providing neutral, unhedged market-cap-weighted exposure to the U.K. EWU features abundant liquidity and trades well but its expense ratio seems slightly high for a fund holding only the biggest companies. Despite our reservations about the fund's fee, its solid coverage and deep liquidity make it the clear Analyst Pick in the segment.

EWU 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 April 22, 2018 the iShares MSCI United Kingdom ETF MSCI ESG Fund Quality Score is 6.34 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. EWU ranks in the 14th percentile within its peer group and in the 79th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
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EWU Top 10 Countries

EWU Top 10 Sectors

EWU Top 10 Holdings View All

EWU Summary Data

BlackRock
iShares
03/12/96
Open-Ended Fund
0.49%
$2.02B
$86.38M
0.03%

EWU Portfolio Data

$86.42B
14.75
1.85
3.86%
06/19/18
102

EWU Index Data

Market Cap
Market Cap
MSCI United Kingdom Investable Markets

Related ETFs to EWU

FLGB, HEWU, DBUK, FKU, DXPS
Total Return
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max

EWU Portfolio Management

0.49%
-0.55%
-0.48%
-0.62%

EWU Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

EWU Fund Structure

Open-Ended Fund
No
Yes
80% / 20%
N/A
N/A
Low
Daily
Bats Book Viewer
TOP OF BOOK
LAST 10 TRADES
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

EWU Factset Analytics Block Liquidity

As of 04/23/18
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of EWU. EWU is rated a 5 out of 5.

EWU Tradability

2,469,516
$86.38M
1,855,857
$64.55M
0.03%
$0.01
0.04%
2.30% / -3.30%
None
31.00%
100,000
18.56
0.10%
0.06%
10,448
$36.29
5

EWU Sector/Industry BreakdownView All

EWUSegment Benchmark
24.04% 23.99%
16.03% 18.43%
14.96% 16.79%
8.76% 9.23%
10.11% 7.67%
7.33% 7.11%
8.68% 6.60%
1.53% 1.56%
1.50% 0.59%

EWU Geographic Exposure

EWUSegment Benchmark
100.00% 100.00%
-- 0.03%

EWUSegment Benchmark
100.00% 100.00%
100.00% / 0.00% 100.00% / 0.03%

EWU Performance Statistics

0.99
1.00
1.01
0.99
0.07%
MSCI United Kingdom Investable Markets

EWU MSCI ESG Ratings

6.34 / 10
14.19
79.45
17.21%
2.94%
150.73

EWU BENCHMARK COMPARISON

    EWU
    102 Holdings
    Segment Benchmark
    362 Constituents
    Shared Holdings
    101 (Count)
     
    84.28% (Weight)
EWUSegment Benchmark
70.23% 83.38%
23.18% 16.56%
6.18% 0.06%
0.41% 0.00%
3.94% 4.14%
-- Medium