EWZ

iShares MSCI Brazil ETF
B

94
*Unless otherwise stated, data provided by FactSet.

EWZ Fund Description

The iShares MSCI Brazil fund tracks a market-cap-weighted index of Brazilian firms covering the entire market-cap spectrum.

EWZ Factset Analytics Insight

EWZ is the segment powerhouse, dwarfing the asset tally and volume of its peers. EWZ also delivers outstanding, marketlike exposure; it tracks a version of our segment benchmark that skimps a bit on small-caps but performs almost identically. All-in costs are low: The fund has massive trading volume and tight spreads, while good tracking means that holding costs are typically in line with the headline fee. The fund carries a huge asset base and long track record too. In all, EWZ is the best choice for investors looking for relatively cheap, neutral exposure to Brazil, and anyone treating Brazil as a trading strategy. EWZ is easily our Analyst Pick for the segment.

EWZ 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 18, 2018 the iShares MSCI Brazil ETF MSCI ESG Fund Quality Score is 4.93 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. EWZ ranks in the 69th percentile within its peer group and in the 30th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

EWZ CHARTS AND PERFORMANCE

  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
COMPARE
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Select ETFs to compare their performance:
PERFORMANCE [as of 06/18/18] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
EWZ -14.96% -26.99% -19.48% -2.77% 0.34% -4.98% -8.93%
EWZ (NAV) -15.31% -27.20% -19.44% -3.19% 0.21% -4.66% -7.08%
MSCI Brazil 25/50 Index -15.32% -27.13% -19.19% -2.69% 0.82% -4.07% -7.08%
MSCI Brazil Investable Markets -19.19% -27.55% -18.64% -0.87% 3.12% -4.03% -5.83%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

EWZ Top 10 Countries

EWZ Top 10 Sectors

EWZ Top 10 Holdings [View All]

EWZ Summary Data

BlackRock
iShares
07/10/00
Open-Ended Fund
0.62%
$6.64B
$1.06B
0.02%

EWZ Portfolio Data

$46.46B
18.68
1.94
2.13%
06/19/18
50

EWZ Index Data

Market Cap
Market Cap
MSCI Brazil Investable Markets

EWZ Portfolio Management

0.62%
-0.72%
-0.49%
-1.04%

EWZ Tax Exposures

20.00% / 39.60%
--
Ordinary income
No

EWZ Fund Structure

Open-Ended Fund
No
No
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

EWZ Factset Analytics Block Liquidity

As of 06/19/18
5
4
3
2
1

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

EWZ Tradability

28,699,395
$1.06B
21,343,521
$869.59M
0.02%
$0.01
0.04%
3.09% / -2.72%
None
85.00%
50,000
426.87
0.15%
0.11%
3,274,378
$32.44
5

EWZ Sector/Industry Breakdown


EWZ
Segment Benchmark
39.78%
32.28%
17.10%
15.96%
12.64%
12.60%
12.02%
13.33%
8.42%
7.13%
5.79%
5.17%
3.31%
5.17%
3.11%
2.32%
1.29%
1.34%

EWZ TOP 10 HOLDINGS[View All]

13.27%
10.30%
6.99%
4.54%
4.21%
3.97%
3.60%
2.92%
2.15%
2.09%
54.04%

EWZ Countries


EWZ
Segment Benchmark
104.10%
100.00%
0.06%
--

EWZ Regions


EWZ
Segment Benchmark
104.10%
100.00%
0.06%
--

EWZ Economic Development


EWZ
Segment Benchmark
100.00%
100.00%

EWZ Performance Statistics

1.00
0.99
1.00
0.98
0.08%
MSCI Brazil Investable Markets

EWZ MSCI ESG Ratings

4.93 / 10
68.60
29.75
7.81%
1.73%
248.76

EWZ BENCHMARK COMPARISON HOLDINGS

50
112
48
82.67%

EWZ BENCHMARK COMPARISON SUMMARY


EWZ
Segment Benchmark
50
112
$46.46B
$45.62B
18.68
19.85
1.94
1.97
1.75%
1.74%
High
--

EWZ BENCHMARK COMPARISON MARKET CAP SIZE


EWZ
Segment Benchmark
63.12%
63.96%
34.45%
27.04%
2.43%
8.48%
0.00%
0.53%

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