EWU

iShares MSCI United Kingdom ETF
A

95
*Unless otherwise stated, data provided by FactSet.

EWU Fund Description

EWU 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

iShares MSCI United Kingdom ETF has an MSCI ESG Fund Rating of AA based on a score of 8.06 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 United Kingdom ETF ranks in the 98th percentile within its peer group and in the 78th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

EWU 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.

EWU Charts And Performance

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Total Return Chart (%)
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Select ETFs to compare their performance:
PERFORMANCE [as of 10/10/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
EWU -1.97% -5.81% 5.85% -4.49% 3.35% 0.03% 3.77%
EWU (NAV) -1.64% -5.20% 6.19% -3.10% 3.66% 0.37% 3.87%
MSCI United Kingdom Index -1.59% -5.06% 6.64% -2.57% 4.19% 0.87% 3.87%
MSCI United Kingdom IMI -1.70% -4.71% 6.98% -2.98% 4.32% 1.30% 4.89%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

EWU Summary Data

Blackrock
iShares
03/12/96
Open-Ended Fund
0.47%
$2.08B
$78.40M
0.03%

EWU Portfolio Data

$77.38B
15.58
1.71
4.79%
12/16/19
99

EWU Index Data

Market Cap
Market Cap
MSCI United Kingdom IMI

EWU Portfolio Management

0.47%
-0.51%
-0.44%
-0.55%

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
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

EWU Factset Analytics Block Liquidity

As of 10/11/19
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

2,565,800
$78.40M
2,245,394
$69.00M
0.03%
$0.01
0.02%
1.68% / -2.39%
None
31.00%
100,000
22.45
0.12%
0.07%
50,696
$30.52
5

EWU Sector/Industry Breakdown


EWU
Segment Benchmark
19.87%
20.79%
17.95%
15.68%
17.83%
15.95%
11.26%
10.57%
9.46%
11.00%
9.22%
10.95%
7.33%
7.28%
3.10%
2.80%
3.09%
2.87%
0.90%
2.11%

EWU Top 10 Holdings[View All]

6.88%
5.79%
5.68%
5.23%
4.86%
4.83%
4.48%
3.64%
3.02%
2.57%
46.98%

EWU Countries


EWU
Segment Benchmark
100.00%
100.00%

EWU Regions


EWU
Segment Benchmark
100.00%
100.00%

EWU Economic Development


EWU
Segment Benchmark
100.00%
100.00%

EWU Performance Statistics

0.99
0.99
0.99
1.00
0.09%
MSCI United Kingdom IMI

EWU MSCI ESG Ratings

AA
8.06 / 10
78.18
97.61
17.05%
2.05%
111.32

EWU Benchmark Comparison Holdings

99
363
96
85.04%

EWU Benchmark Comparison Summary


EWU
Segment Benchmark
99
363
$77.38B
$66.21B
15.58
16.51
1.71
1.72
4.67%
4.46%
Medium
Medium

EWU Benchmark Comparison Market Cap Size


EWU
Segment Benchmark
82.84%
70.44%
17.16%
21.17%
0.00%
7.52%
0.00%
0.87%