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Upturn AI SWOT - About
iShares MSCI Australia ETF (EWA)
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Upturn Advisory Summary
02/27/2025: EWA (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -22.48% | Avg. Invested days 35 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/27/2025 |
Key Highlights
Volume (30-day avg) 1544692 | Beta 1.24 | 52 Weeks Range 22.34 - 26.78 | Updated Date 04/2/2025 |
52 Weeks Range 22.34 - 26.78 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares MSCI Australia ETF
ETF Overview
Overview
The iShares MSCI Australia ETF (EWA) seeks to track the investment results of an index composed of Australian equities. It provides exposure to a broad range of Australian companies, aiming to replicate the performance of the Australian stock market. Asset allocation primarily focuses on large and mid-cap Australian equities, using a representative sampling strategy.
Reputation and Reliability
iShares, managed by BlackRock, is a well-established and reputable issuer with a long track record of providing reliable ETF products.
Management Expertise
BlackRock possesses extensive experience and expertise in managing a wide variety of investment products, including ETFs.
Investment Objective
Goal
The fund seeks to track the investment results of the MSCI Australia Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the MSCI Australia Index using a representative sampling strategy.
Composition The ETF primarily holds stocks, specifically large and mid-cap Australian equities.
Market Position
Market Share: iShares MSCI Australia ETF holds a significant market share among ETFs focused on Australian equities.
Total Net Assets (AUM): 1580000000
Competitors
Key Competitors
- FXA
Competitive Landscape
EWA dominates the market for ETFs providing exposure to Australian equities. A competitive disadvantage of EWA could be a slightly higher expense ratio compared to similar funds or ETFs from other issuers that are newer to the market. A competitive advantage is BlackRock's reputation and size offering trust to new and seasoned investors alike.
Financial Performance
Historical Performance: Historical performance data is readily available from various financial data providers.
Benchmark Comparison: The ETF's performance is typically compared to the MSCI Australia Index.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity with a healthy average daily trading volume.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators in Australia, commodity prices (particularly iron ore), and global market sentiment affect the ETF's performance.
Growth Trajectory
The ETF's growth is dependent on the performance of the Australian stock market and investor demand for exposure to Australian equities.
Moat and Competitive Advantages
Competitive Edge
iShares MSCI Australia ETF benefits from BlackRock's established brand, large AUM, and deep understanding of the ETF landscape. Its competitive edge lies in its liquidity, tight tracking error, and recognition as a leading provider of Australian equity exposure. The scale and expertise of BlackRock ensure efficient management and cost-effectiveness. Furthermore, the fund's well-diversified holdings within the Australian market make it an attractive option for investors seeking broad exposure.
Risk Analysis
Volatility
The ETF's volatility is linked to the volatility of the Australian stock market.
Market Risk
Specific risks include fluctuations in the Australian dollar, exposure to the Australian economy, and commodity price sensitivity.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking exposure to the Australian equity market for diversification or specific investment strategies.
Market Risk
The ETF is suitable for long-term investors seeking broad exposure to the Australian stock market and diversification benefits.
Summary
The iShares MSCI Australia ETF (EWA) provides a convenient and liquid way to invest in the Australian stock market. Backed by BlackRock's expertise, EWA offers a broad exposure with cost-effective management. Its performance closely tracks the MSCI Australia Index, making it suitable for investors seeking efficient access to Australian equities. Investors should consider the specific risks and market dynamics affecting Australia before investing. In conclusion, EWA stands as a reliable tool for those targeting the Australian market within their broader investment strategy.
Similar Companies
FXA
Invesco CurrencyShares® Australian Dollar Trust
FXA
Invesco CurrencyShares® Australian Dollar Trust
Sources and Disclaimers
Data Sources:
- iShares website
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares MSCI Australia ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The underlying index is designed to measure the performance of large- and mid-capitalization segments of the Australian equity market. The fund is non-diversified.
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