EWZ

iShares MSCI Brazil Capped ETF
B

93
  • Overview
  • Efficiency
  • Tradability
  • Fit

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 November 19, 2017 the iShares MSCI Brazil Capped ETF MSCI ESG Fund Quality Score is 5.31 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 75th percentile within its peer group and in the 47th 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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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
0.63%
$6.71B
$744.64M
0.02%

EWZ Portfolio Data

$40.48B
22.13
1.92
1.7%
12/19/17
52

EWZ Index Data

MSCI Brazil 25/50 Index
Market Cap
Market Cap
MSCI Brazil Investable Markets

Related ETFs to EWZ

DBBR, FBZ
Total Return
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max

EWZ Portfolio Management

0.63%
-1.01%
-0.74%
-2.09%

EWZ Tax Exposures

20% / 39.6%
--
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
SHARES/SIZEPRICE
ASKS----
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BIDS----
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LAST 10 TRADES
TIMEPRICESHARES
16:08:4140.15200
16:08:0640.17200
16:07:4140.201,100
16:07:4140.20300
16:03:5440.20300
16:01:2140.25200
16:01:2140.25300
16:01:1340.25300
16:01:1240.25118
16:01:0940.25182
Bats BZX Real-time Quote - 18:05:32
Daily Spread
Premium/Discount
Volume

EWZ Factset Analytics Block Liquidity

As of 11/20/17
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

18,106,351
$744.64M
17,159,699
$716.49M
0.02%
$0.01
0.03%
2.89% / -2.62%
None
85%
50,000
343.19
0.13%
0.15%
1,714,330
$39.64
5

EWZ Sector/Industry BreakdownView All

EWZSegment Benchmark
37.08% 40.10%
15.72% 16.66%
11.81% 12.89%
8.29% 8.09%
10.63% 7.60%
6.16% 6.05%
5.66% 4.31%
1.53% 1.49%

EWZ Geographic Exposure

EWZSegment Benchmark
100.00% 100.00%

EWZSegment Benchmark
100.00% 100.00%
0.00% / 0.00% 0.00% / 0.00%

EWZ Performance Statistics

1
1
1.01
1
0.1%
MSCI Brazil Investable Markets

EWZ MSCI ESG Ratings

5.31 / 10
75
47.22
10.84%
1.61%
226.49

EWZ BENCHMARK COMPARISON

    EWZ
    52 Holdings
    Segment Benchmark
    113 Constituents
    Shared Holdings
    52 (Count)
     
    86.51% (Weight)
EWZSegment Benchmark
60.87% 64.20%
30.56% 34.39%
8.19% 1.41%
0.38% 0.00%
1.86% 1.90%
High High