EWZ

iShares MSCI Brazil ETF
B

97
*Unless otherwise stated, data provided by FactSet.

EWZ Fund Description

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

EWZ Factset Analytics Insight

EWZ is the segment powerhouse, dwarfing the asset tally and volume of its peers. EWZ also delivers outstanding, marketlike exposure; it tracks a version of our segment benchmark that skimps a bit on small-caps but performs almost identically. All-in costs are low: The fund has massive trading volume and tight spreads, while good tracking means that holding costs are typically in line with the headline fee. The fund carries a huge asset base and long track record too. In all, EWZ is the best choice for investors looking for relatively cheap, neutral exposure to Brazil, and anyone treating Brazil as a trading strategy. EWZ is easily our Analyst Pick for the segment.

EWZ MSCI ESG Analytics Insight

iShares MSCI Brazil ETF has an MSCI ESG Fund Rating of BB based on a score of 2.88 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 Brazil ETF ranks in the 7th percentile within its peer group and in the 44th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

EWZ 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.

EWZ Charts And Performance

Price Chart ($)
Total Return Chart (%)
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  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
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Select ETFs to compare their performance:
PERFORMANCE [as of 09/12/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
EWZ -3.14% -0.46% 12.96% 41.33% 11.58% -0.69% -2.23%
EWZ (NAV) 1.02% 0.81% 13.64% 40.92% 11.56% 0.30% -0.73%
MSCI Brazil 25/50 Index 1.05% 0.99% 14.23% 42.08% 12.33% 0.96% -0.73%
MSCI Brazil IMI 0.57% 1.30% 14.50% 42.58% 13.60% 1.21% 0.24%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

EWZ Summary Data

Blackrock
iShares
07/10/00
Open-Ended Fund
0.59%
$8.55B
$1.01B
0.02%

EWZ Portfolio Data

$41.93B
17.84
2.11
2.59%
12/16/19
58

EWZ Index Data

Market Cap
Market Cap
MSCI Brazil IMI

EWZ Portfolio Management

0.59%
-0.78%
-0.37%
-1.23%

EWZ Tax Exposures

20.00% / 39.60%
--
Ordinary income
No

EWZ Fund Structure

Open-Ended Fund
No
No
80% / 20%
N/A
N/A
Low
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

EWZ Factset Analytics Block Liquidity

As of 09/13/19
5
4
3
2
1

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

23,506,600
$1.01B
22,137,047
$952.90M
0.02%
$0.01
-0.02%
2.84% / -3.55%
None
85.00%
50,000
442.74
0.11%
0.10%
3,761,771
$43.00
5

EWZ Sector/Industry Breakdown


EWZ
Segment Benchmark
37.38%
36.38%
13.77%
12.95%
12.98%
12.71%
12.95%
11.64%
7.75%
8.12%
6.02%
7.14%
5.63%
6.57%
2.38%
1.80%
1.14%
2.02%

EWZ Top 10 Holdings[View All]

9.77%
8.63%
7.83%
6.29%
4.78%
4.42%
4.33%
3.00%
2.59%
2.59%
54.23%

EWZ Countries


EWZ
Segment Benchmark
100.00%
100.00%

EWZ Regions


EWZ
Segment Benchmark
100.00%
100.00%

EWZ Economic Development


EWZ
Segment Benchmark
100.00%
100.00%

EWZ Performance Statistics

1.00
1.00
0.99
1.00
0.06%
MSCI Brazil IMI

EWZ MSCI ESG Ratings

BB
2.88 / 10
43.88
7.01
6.56%
1.76%
239.15

EWZ Benchmark Comparison Holdings

58
122
52
85.81%

EWZ Benchmark Comparison Summary


EWZ
Segment Benchmark
58
122
$41.93B
$39.70B
17.84
17.90
2.11
2.11
3.04%
3.02%
High
High

EWZ Benchmark Comparison Market Cap Size


EWZ
Segment Benchmark
63.84%
59.43%
36.16%
31.08%
0.00%
9.09%
0.00%
0.40%

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