EWA
iShares MSCI Australia ETFEWA Fund Description
EWA tracks a market-cap-weighted index of Australian stocks. It captures 85% of the publicly available market, excluding most small-caps.
EWA Factset Analytics Insight
The iShares MSCI Australia ETF tracks a market-cap-weighted index of Australian stocks. It captures 85% of the publicly available market, excluding most small-caps. While its biases against our benchmark are small, it does tilt large due to the fact that it excludes about 150 of our benchmark's smaller companies from its selection universe. Still, EWA does a great job of capturing the space. It trades well with significant daily trading volume and low spreads, and its block liquidity score is perfect. EWA typically engages in securities lending, which brings revenues to the fund, at the cost of slight counterparty risk. It charges a middling fee in context, but tracking has historically been excellent and its true holding costs are often lower than the headline fee, which, combined with solid liquidity and coverage, is why it is our Analyst Pick.
EWA MSCI ESG Analytics Insight
iShares MSCI Australia ETF has an MSCI ESG Fund Rating of A based on a score of 6.54 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
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. iShares MSCI Australia ETF ranks in the 79th percentile within its peer group and in the 95th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
EWA MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
EWA CHARTS AND PERFORMANCE
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EWA Summary Data
EWA Portfolio Data
EWA Portfolio Management
EWA Tax Exposures
EWA Fund Structure
EWA Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EWA. EWA is rated a 5 out of 5.
EWA Tradability
EWA Sector/Industry Breakdown
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EWA TOP 10 HOLDINGS[View All]
EWA Countries
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EWA Regions
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EWA Economic Development
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EWA Performance Statistics
EWA MSCI ESG Ratings
EWA BENCHMARK COMPARISON SUMMARY
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EWA BENCHMARK COMPARISON MARKET CAP SIZE
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Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.