EZUiShares MSCI Eurozone ETF
EZU Fund Description
EZU tracks a market-cap-weighted index of large- and midcap companies from countries that use the euro.
EZU Factset Analytics Insight
EZU holds a well-run and accessible portfolio of large- and midcap Eurozone companies from 10 developed countries in the EMU. By design, it excludes firms from countries that don't use the euro, most notably the UK, Switzerland, and Sweden that account for roughly half of European market cap. This distinction steers the fund away from the broader market, which could appeal to currency-focused investors. The fund is heavily concentrated in France and Germany, but sector biases are modest. The index is reviewed quarterly to reflect changes in the markets in a timely manner and rebalanced semiannually.
EZU MSCI ESG Analytics Insight
iShares MSCI Eurozone ETF has an MSCI ESG Fund Rating of AA based on a score of 7.59 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 Eurozone ETF ranks in the 84th percentile within its peer group and in the 24th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
EZU 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.
EZU Summary Data
EZU Portfolio Data
EZU Index Data
EZU Portfolio Management
EZU Tax Exposures
EZU Fund Structure
EZU Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EZU. EZU is rated a 5 out of 5.
EZU Sector/Industry Breakdown
EZU Top 10 Holdings[View All]
EZU Economic Development
EZU Performance Statistics
EZU MSCI ESG Ratings
EZU Benchmark Comparison Summary
EZU Benchmark Comparison Market Cap Size