EZUiShares MSCI Eurozone ETF
EZU Fund Description
The iShares MSCI Eurozone tracks a market-cap-weighted index of large- and midcap companies from countries that use the euro.
EZU Factset Analytics Insight
EZU holds a well-run and accessible portfolio of large- and midcap Eurozone companies. By design, it excludes firms from countries that don't use the euro—most notably the UK, Switzerland and Sweden—that together account for roughly half of European market cap. This distinction steers the fund away from the broader market but earns a place on our Opportunity List, as the strategy could appeal to currency-focused investors. EZU is heavily concentrated in France and Germany, but sector biases are modest. It charges a relatively steep fee, but investors could see reasonable all-in expenses due to strong liquidity and securities lending revenue.
EZU 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 Eurozone ETF MSCI ESG Fund Quality Score is 7.17 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. EZU ranks in the 78th percentile within its peer group and in the 96th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
EZU CHARTS AND PERFORMANCE
EZU Top 10 Countries
EZU Top 10 Sectors
EZU Top 10 Holdings [View All]
EZU Portfolio Management
EZU Tax Exposures
EZU Fund Structure
EZU Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EZU. EZU is rated a 5 out of 5.
EZU Sector/Industry Breakdown
EZU TOP 10 HOLDINGS[View All]
EZU Economic Development
EZU Performance Statistics
EZU MSCI ESG Ratings
EZU BENCHMARK COMPARISON SUMMARY
EZU 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.