EWU
iShares MSCI United Kingdom ETFEWU 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 7.37 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 93th percentile within its peer group and in the 45th 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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EWU Summary Data
EWU Portfolio Data
EWU Portfolio Management
EWU Tax Exposures
EWU Fund Structure
EWU Factset Analytics Block Liquidity
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
EWU Sector/Industry Breakdown
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EWU TOP 10 HOLDINGS[View All]
EWU Countries
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EWU Regions
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EWU Economic Development
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EWU Performance Statistics
EWU MSCI ESG Ratings
EWU BENCHMARK COMPARISON SUMMARY
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EWU BENCHMARK COMPARISON MARKET CAP SIZE
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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.