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EWZS ETF Report: Ratings, Analysis, Quotes, Holdings | ETF.com

EWZS

iShares MSCI Brazil Small-Cap ETF
*Unless otherwise stated, data provided by FactSet.

EWZS Fund Description

EWZS tracks a market-cap-weighted index of Brazilian small-cap firms.

EWZS Factset Analytics Insight

EWZS is essentially a bet on the sectors that dominate the Brazillian small-cap market. That being said, it still invests in a variety of different sectors, giving it a broader classification. The index is rebalanced quarterly and uses market capitalization to select and weigh its constituents. The fund uses a representative sampling strategy, which means it will invest in a sample of securities that collectively have an investment profile similar to that of the underlying index. Overall, EWZS is a viable choice for investors who want neutral exposure to the Brazilian small-cap market.

EWZS MSCI ESG Analytics Insight

iShares MSCI Brazil Small-Cap ETF has an MSCI ESG Fund Rating of BB based on a score of 3.67 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 Small-Cap ETF ranks in the 10th percentile within its peer group and in the 25th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

EWZS 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 05/13/21] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
EWZS 8.36% 6.40% 4.51% 95.93% 6.51% 16.71% -2.68%
EWZS (NAV) 8.16% 6.47% 4.55% 102.18% 6.55% 17.43% -2.29%
MSCI Brazil Small Cap Index -- -- -- -- -- -- --
MSCI Brazil Small Cap Index -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

EWZS Summary Data

Blackrock
iShares
09/29/10
Open-Ended Fund
0.59%
$111.96M
$716.66K
0.29%
BRF

EWZS Portfolio Data

$1.73B
-524.72
1.65
1.10%
06/10/21
83

EWZS Index Data

Market Cap
Market Cap
MSCI Brazil Small Cap Index

EWZS Portfolio Management

0.59%
-0.47%
3.88%
-7.23%

EWZS Tax Exposures

20.00% / 39.60%
--
Ordinary income
No

EWZS 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 -

EWZS Factset Analytics Block Liquidity

As of 05/14/21
5
4
3
2
1

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

EWZS Tradability

44,706
$716.66K
29,754
$481.07K
0.29%
$0.05
-0.29%
2.44% / -2.22%
None
82.00%
50,000
0.60
0.00%
0.13%
0
$17.49
4

EWZS Sector/Industry Breakdown


EWZS
Segment Benchmark
20.30%
20.27%
16.99%
16.93%
16.22%
16.22%
14.23%
14.26%
8.76%
8.77%
8.05%
8.15%
4.84%
4.82%
3.73%
3.75%
3.20%
3.16%

EWZS Top 10 Holdings[View All]

3.88%
3.33%
3.21%
3.20%
3.13%
3.07%
2.84%
2.69%
2.35%
2.32%
30.02%

EWZS Countries


EWZS
Segment Benchmark
100.00%
100.00%

EWZS Regions


EWZS
Segment Benchmark
100.00%
100.00%

EWZS Economic Development


EWZS
Segment Benchmark
100.00%
100.00%

EWZS Performance Statistics

0.91
0.98
1.00
0.90
0.65%
MSCI Brazil Small Cap Index

EWZS MSCI ESG Ratings

3.67 / 10
25.19
10.01
2.92%
10.28%
575.59

EWZS Benchmark Comparison Holdings

83
83
83
99.44%

EWZS Benchmark Comparison Summary


EWZS
Segment Benchmark
83
83
$1.73B
$1.73B
-524.72
-480.17
1.65
1.65
1.82%
1.82%
Low
Low

EWZS Benchmark Comparison Market Cap Size


EWZS
Segment Benchmark
0.00%
0.00%
12.53%
12.55%
79.11%
79.12%
8.35%
8.33%