ISZEiShares MSCI Intl Size Factor ETF
ISZE Fund Description
ISZE tracks an index of large- and midcap stocks in developed markets outside the US. Holdings are weighted by the inverse of the natural log of their market capitalization.
ISZE Factset Analytics Insight
ISZE provides total market international exposure that’s flipped on its head. The fund’s novel weighting method allocates larger positions to the smallest firms from its large- and midcap parent index. ISZE resembles an equal-weighted portfolio with a slight boost given to smaller firms. In addition to this small-size tilt, inverse weighting is likely to produce significant sector tilts relative to the parent index. The fund’s top holdings can change often as market movements and corporate actions push smaller midcap firms in and out of the large/mid universe, and the contrarian strategy requires ISZE to sell winners and buy losers at each semi-annual rebalance. Prior to December 3, 2018, ISZE tracked an index of international stocks weighted to favor low-volatility issues. This is a complementary fund to SIZE, which utilizes the same strategy in the US space.
ISZE MSCI ESG Analytics Insight
iShares MSCI Intl Size Factor ETF has an MSCI ESG Fund Rating of A based on a score of 6.79 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 Intl Size Factor ETF ranks in the 75th percentile within its peer group and in the 26th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
ISZE 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.
ISZE Summary Data
ISZE Portfolio Data
ISZE Index Data
ISZE Portfolio Management
ISZE Tax Exposures
ISZE Fund Structure
ISZE Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of ISZE. ISZE is rated a 4 out of 5.
ISZE Sector/Industry Breakdown
ISZE Top 10 Holdings[View All]
ISZE Economic Development
ISZE Performance Statistics
ISZE MSCI ESG Ratings
ISZE Benchmark Comparison Summary
ISZE Benchmark Comparison Market Cap Size