EWUS

iShares MSCI United Kingdom Small Cap ETF
*Unless otherwise stated, data provided by FactSet.

EWUS Fund Description

EWUS tracks a market-cap-weighted index of small-cap United Kingdom companies.

EWUS Factset Analytics Insight

EWUS offers targeted exposure to small-cap companies in the United Kingdom which covers approximately 14% of the UK investable universe. It tracks an index that focuses its selection and weighting on market capitalization and may include securities from various sectors. This underlying index is based on MSCI Global Investable Market Indexes (GIMI) Methodology. Overall, EWUS effectively captures the UK small-cap space and can be used as a complement to EWU which on the other hand, focuses on large- and midcap equities. The index constituents are reviewed on a quarterly basis.

EWUS MSCI ESG Analytics Insight

iShares MSCI United Kingdom Small Cap ETF has an MSCI ESG Fund Rating of AA based on a score of 8.08 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 Small Cap ETF ranks in the 87th percentile within its peer group and in the 35th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

EWUS 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.

PERFORMANCE [as of 10/21/21] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
EWUS -0.55% 5.02% 13.63% 39.55% 9.84% 9.65% --
EWUS (NAV) -1.78% 2.51% 13.62% 38.17% 9.98% 9.73% --
MSCI United Kingdom Small Cap Index -1.39% 3.26% 14.31% 39.17% 10.67% 10.43% 10.37%
MSCI United Kingdom Small Cap Index -1.39% 3.26% 14.31% 39.17% 10.67% 10.43% 10.37%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

EWUS Summary Data

Blackrock
iShares
01/25/12
Open-Ended Fund
0.59%
$117.44M
$477.58K
0.27%
N/A

EWUS Portfolio Data

$3.99B
-79.02
2.36
1.34%
12/13/21
265

EWUS Index Data

Market Cap
Market Cap
MSCI United Kingdom Small Cap Index

EWUS Portfolio Management

0.59%
-0.66%
0.00%
-2.47%

EWUS Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

EWUS Fund Structure

Open-Ended Fund
No
Yes
-- / --
N/A
N/A
Low
Daily

EWUS Factset Analytics Block Liquidity

As of 10/22/21
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of EWUS. EWUS is rated a 4 out of 5.

EWUS Tradability

10,330
$477.58K
8,477
$370.80K
0.27%
$0.13
0.30%
2.31% / -1.26%
None
29.00%
50,000
0.17
0.09%
0.24%
4
$47.73
4

EWUS Sector/Industry Breakdown


EWUS
Segment Benchmark
23.32%
--
22.05%
--
18.56%
--
11.02%
--
6.44%
--
5.94%
--
4.18%
--
1.85%
--
1.36%
--
0.65%
--

EWUS Top 10 Holdings[View All]

1.54%
1.50%
1.47%
1.37%
1.35%
1.33%
1.29%
1.28%
1.14%
1.08%
13.35%

EWUS Countries


EWUS
Segment Benchmark
100.00%
--

EWUS Regions


EWUS
Segment Benchmark
100.00%
--

EWUS Economic Development


EWUS
Segment Benchmark
100.00%
--

EWUS Performance Statistics

0.96
0.97
0.99
0.93
0.22%
MSCI United Kingdom Small Cap Index

EWUS MSCI ESG Ratings

8.08 / 10
34.66
87.42
4.06%
--
101.06

EWUS Benchmark Comparison Holdings

265
--
--
0.00%

EWUS Benchmark Comparison Summary


EWUS
Segment Benchmark
265
--
$3.99B
--
-79.02
--
2.36
--
1.50%
--
Low
High

EWUS Benchmark Comparison Market Cap Size


EWUS
Segment Benchmark
0.00%
--
65.32%
--
33.83%
--
0.85%
--