EWZ iShares MSCI Brazil ETF

*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 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.

PERFORMANCE [as of 09/27/22] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
EWZ -8.87% 4.55% 8.87% -1.37% -6.47% -2.27% -2.71%
EWZ (NAV) -9.02% 4.67% 9.09% -1.43% -6.44% -2.31% -2.68%
MSCI Brazil 25/50 Index -8.39% 5.12% 10.41% -0.48% -5.51% -1.45% -1.94%
MSCI Brazil IMI -8.43% 5.29% 8.30% -3.90% -5.86% -1.54% -1.95%
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
0.57%
$4.90B
$710.64M
0.03%

EWZ Portfolio Data

$36.90B
4.80
1.44
12.49%
12/13/22
51

EWZ Index Data

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

EWZ Portfolio Management

0.57%
-0.68%
-0.53%
-1.11%

EWZ Tax Exposures

20.00% / 39.60%
--
Ordinary income
No

EWZ Fund Structure

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

EWZ Factset Analytics Block Liquidity

As of 09/28/22
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

23,652,360
$710.64M
23,724,552
$718.57M
0.03%
$0.01
0.00%
1.69% / -1.13%
None
84.62%
50,000
474.49
0.14%
0.07%
2,805,507
$29.17
5

EWZ Sector/Industry Breakdown


EWZ
Segment Benchmark
28.26%
--
18.32%
--
15.46%
--
9.73%
--
6.55%
--
6.36%
--
3.06%
--
2.62%
--
2.53%
--
2.24%
--

EWZ Top 10 Holdings[View All]

15.25%
7.80%
7.44%
6.73%
5.15%
4.26%
3.92%
3.06%
2.76%
2.57%
58.94%

EWZ Countries


EWZ
Segment Benchmark
99.61%
100.00%
0.14%
--

EWZ Regions


EWZ
Segment Benchmark
99.61%
100.00%
0.14%
--

EWZ Economic Development


EWZ
Segment Benchmark
99.61%
100.00%
0.14%
0.00%

EWZ Performance Statistics

0.99
0.98
0.99
1.00
0.17%
MSCI Brazil IMI

EWZ Benchmark Comparison Holdings

51
152
48
83.45%

EWZ Benchmark Comparison Summary


EWZ
Segment Benchmark
51
152
$36.90B
$32.47B
4.80
5.09
1.44
1.39
8.04%
7.47%
High
High

EWZ Benchmark Comparison Market Cap Size


EWZ
Segment Benchmark
64.91%
57.48%
30.58%
26.15%
0.53%
10.80%
0.00%
1.24%

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