EWYiShares MSCI South Korea ETF
EWY Fund Description
EWY tracks a market-cap-weighted index of large- and midcap Korean firms.
EWY Factset Analytics Insight
EWY provides unbiased exposure to the Korean equity market with significant exposure to Samsung. The fund tracks an index that ignores most small- and micro-cap stocks. To ensure diversification, the index applies certain investment limits with no single issuer exceeding 25% of the Underlying Index weight, and all issuers with a weight above 5% not cumulatively exceeding 50%. These limits are imposed on regulated investment companies (RICs) under the current US Internal Revenue Code. The index is rebalanced quarterly to coincide with the reporting requirements of RIC-compliant funds.
EWY MSCI ESG Analytics Insight
iShares MSCI South Korea ETF has an MSCI ESG Fund Rating of A based on a score of 5.79 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 South Korea ETF ranks in the 45th percentile within its peer group and in the 30th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
EWY 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.
EWY Portfolio Data
EWY Index Data
EWY Portfolio Management
EWY Tax Exposures
EWY Fund Structure
EWY Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EWY. EWY is rated a 5 out of 5.
EWY Sector/Industry Breakdown
EWY Top 10 Holdings[View All]
EWY Economic Development
EWY Performance Statistics
EWY MSCI ESG Ratings
EWY Benchmark Comparison Summary
EWY Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
Options allow you to customize investment outcomes. Using the strategy builders provided by Cboe Vest Technologies, you can construct some of the most common option strategies. Check out our user guide for more information on how to use the tool.
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.