IEUSiShares MSCI Europe Small-Cap ETF
IEUS Fund Description
IEUS tracks a market-cap-weighted index of companies in developed countries of Europe.
IEUS Factset Analytics Insight
IEUS offers exposure to Europe’s small caps. The fund offers “vanilla” exposure in the segment. The index is composed of approximately 14% of the free float-adjusted market capitalization of the 15 developed countries in Europe, as classified by MSCI. The index is reviewed quarterly starting every February with semi-annual index reviews in May and November. Note that the fund’s long term performance record includes roughly seven years tracking a materially different index which included Asia-Pacific stocks (under a different ticker, IFSM). The index change occurred on Sep. 2, 2014.
IEUS MSCI ESG Analytics Insight
iShares MSCI Europe Small-Cap ETF has an MSCI ESG Fund Rating of AA based on a score of 7.65 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 Europe Small-Cap ETF ranks in the 86th percentile within its peer group and in the 28th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IEUS 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.
IEUS Portfolio Data
IEUS Index Data
IEUS Portfolio Management
IEUS Tax Exposures
IEUS Fund Structure
IEUS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IEUS. IEUS is rated a 5 out of 5.
IEUS Sector/Industry Breakdown
IEUS Top 10 Holdings[View All]
IEUS Economic Development
IEUS Performance Statistics
IEUS MSCI ESG Ratings
IEUS Benchmark Comparison Summary
IEUS Benchmark Comparison Market Cap Size