What is EWZ?

EWZ tracks a market-cap-weighted index of Brazilian firms covering the entire market-cap spectrum.

PERFORMANCE [as of 11/29/22] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
EWZ -2.73% -5.26% 14.17% 17.53% -5.16% -0.72% -1.72%
EWZ (NAV) -2.80% -5.34% 14.52% 17.68% -5.20% -0.86% -1.75%
MSCI Brazil 25/50 Index -2.38% -5.16% 15.07% 18.83% -4.52% -0.17% -1.07%
MSCI Brazil IMI -3.28% -6.62% 11.32% 15.01% -5.49% -0.56% -1.23%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

EWZ Factset Analytics Insight

EWZ tracks an index of large- and midcap companies from the B3 exchange in Brazil. The index applies limits as imposed on regulated investment companies under the US Internal Revenue Code. No single issuer exceeds 25% and all issuers with a weight above 5% do not go above 50% of the index weight. The index is rebalanced quarterly, starting February.

EWZ Summary Data

Blackrock
07/10/00
0.57%
$5.17B
MSCI Brazil 25/50 Index
MSCI Brazil IMI
Open-Ended Fund

Peers

MSCI Brazil IMI

Fund Flows

$0.00B 5 Days
+$0.25B 30 Days
-$0.06B 90 Days

EWZ Portfolio Data

$33.87B
5.52
1.64
11.90%
12/13/22
51

EWZ Index Data

MSCI Brazil 25/50 Index
Market Cap
Market Cap
MSCI Brazil IMI

EWZ Portfolio Management

0.57%
-0.70%
-0.47%
-1.22%

EWZ Tax Exposures

20.00% / 39.60%
--
Ordinary income
No

EWZ Fund Structure

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

Factset Analytics Block Liquidity

As of 11/30/22

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

EWZ Tradability

30,474,350
$955.48M
29,226,719
$924.08M
0.03%
$0.01
-0.02%
0.44% / -1.13%
None
84.62%
50,000
584.53
0.14%
0.05%
3,367,672
$30.62
5

EWZ Sector/Industry Breakdown

EWZ Segment
Benchmark
26.17% --
22.19% --
13.62% --
10.29% --
6.33% --
5.58% --
3.81% --
2.86% --
2.58% --
1.99% --

EWZ Top 10 Holdings

18.47%
6.92%
6.53%
5.89%
4.14%
4.09%
4.04%
3.81%
2.67%
2.64%
59.19%

EWZ Performance Statistics

0.99
0.99
1.00
0.99
0.18%
MSCI Brazil IMI

EWZ Countries

EWZ Segment
Benchmark
99.71% 100.00%
0.28% --

EWZ Regions

EWZ Segment
Benchmark
99.71% 100.00%
0.28% --

EWZ Economic Development

EWZ Segment
Benchmark
99.71% 100.00%
0.28% 0.00%

EWZ Benchmark Comparison Holdings

51
152
48
83.72%

EWZ Benchmark Comparison Summary

EWZ Segment
Benchmark
51 152
$33.87B $29.60B
5.52 5.95
1.64 1.61
7.30% 6.79%
High High

EWZ Benchmark Comparison Market Cap Size

EWZ Segment
Benchmark
67.67% 58.73%
27.19% 24.75%
1.05% 10.82%
0.00% 1.19%

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