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Upturn AI SWOT - About
iShares MSCI France ETF (EWQ)
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Upturn Advisory Summary
04/01/2025: EWQ (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
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 4.83% | Avg. Invested days 39 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 512020 | Beta 1.19 | 52 Weeks Range 35.22 - 42.09 | Updated Date 04/2/2025 |
52 Weeks Range 35.22 - 42.09 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares MSCI France ETF
ETF Overview
Overview
The iShares MSCI France ETF (EWQ) seeks to track the investment results of an index composed of French equities. It offers exposure to a broad range of companies in France and provides a convenient way to invest in the French stock market. The ETF primarily holds stocks and its investment strategy focuses on replicating the MSCI France Index.
Reputation and Reliability
iShares, managed by BlackRock, is a well-established and reputable provider of ETFs with a long track record in the market.
Management Expertise
BlackRock has extensive experience and expertise in managing ETFs and passive investment strategies.
Investment Objective
Goal
To track the investment results of an index composed of French equities.
Investment Approach and Strategy
Strategy: The ETF aims to track the MSCI France Index.
Composition The ETF's assets consist primarily of stocks of companies located in France.
Market Position
Market Share: Unavailable
Total Net Assets (AUM): 533500000
Competitors
Key Competitors
- DBEU
- FEZ
- VGK
Competitive Landscape
The competitive landscape consists of ETFs that offer exposure to European or Eurozone equities. EWQ provides a focused approach specifically on French equities, which can be an advantage for investors seeking targeted exposure. Competitors offer broader European coverage, which may be more diversified but less focused.
Financial Performance
Historical Performance: Historical financial performance data is needed to review the ETFu2019s performance over different time periods to understand its track record.
Benchmark Comparison: Comparison of the ETFu2019s performance to its benchmark index is needed to gauge its effectiveness.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
The ETF exhibits reasonable liquidity based on its average daily trading volume, facilitating relatively easy buying and selling.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating relatively low transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators in France and the Eurozone, sector growth prospects within the French economy, and overall global market conditions impact EWQ.
Growth Trajectory
Growth trends depend on the performance of the French economy and its constituent companies. Changes to strategy and holdings are generally minimal, as the ETF aims to track a defined index.
Moat and Competitive Advantages
Competitive Edge
EWQ's advantage lies in its specific focus on French equities, allowing investors to target exposure to the French market directly. It offers transparency through its index-tracking methodology and benefits from the established reputation and resources of iShares/BlackRock. This targeted approach is ideal for those looking to complement broader European or global portfolios with a specific allocation to France.
Risk Analysis
Volatility
Volatility is related to the volatility of the French stock market.
Market Risk
Specific risks include economic slowdown in France, political instability, and currency fluctuations between the Euro and the US dollar.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking targeted exposure to the French equity market as part of a broader international portfolio.
Market Risk
EWQ is suitable for long-term investors seeking to diversify their portfolios with exposure to French equities, or active traders who want to make tactical allocations to France.
Summary
The iShares MSCI France ETF (EWQ) provides a convenient way to invest in the French stock market by tracking the MSCI France Index. Managed by BlackRock's iShares, it offers targeted exposure and benefits from the issuer's strong reputation. Investors should consider the risks associated with investing in a single country and the impact of currency fluctuations. EWQ is a suitable tool for those seeking to complement broader European portfolios or make tactical allocations to France.
Similar Companies
DBEU
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
Xtrackers MSCI Europe Hedged Equity ETF
FEZ
SPDR® EURO STOXX 50 ETF
FEZ
SPDR® EURO STOXX 50 ETF
HEDJ
WisdomTree Europe Hedged Equity Fund
HEDJ
WisdomTree Europe Hedged Equity Fund
IEUR
iShares Core MSCI Europe ETF
IEUR
iShares Core MSCI Europe ETF
VGK
Vanguard FTSE Europe Index Fund ETF Shares
VGK
Vanguard FTSE Europe Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.
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 France ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest 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 index is designed to measure the performance of the large- and mid-capitalization segments of the French equity market. The fund is non-diversified.
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