Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
iShares MSCI Brazil ETF (EWZ)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/01/2025: EWZ (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 -26.06% | Avg. Invested days 32 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 23514746 | Beta 1.05 | 52 Weeks Range 22.26 - 30.53 | Updated Date 04/2/2025 |
52 Weeks Range 22.26 - 30.53 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares MSCI Brazil ETF
ETF Overview
Overview
The iShares MSCI Brazil ETF (EWZ) seeks to track the investment results of the MSCI Brazil Index, providing exposure to large and mid-sized companies in Brazil. It primarily focuses on Brazilian equities and utilizes a representative sampling strategy. The investment strategy is to closely match the index's performance through investments in its constituent stocks.
Reputation and Reliability
iShares (BlackRock) is a leading global provider of ETFs with a strong reputation and extensive track record.
Management Expertise
BlackRock has significant expertise in managing ETFs and index-tracking strategies, ensuring effective fund management.
Investment Objective
Goal
To track the investment results of the MSCI Brazil Index.
Investment Approach and Strategy
Strategy: The ETF employs a 'representative sampling' strategy, holding a selection of stocks that collectively mirror the characteristics of the underlying MSCI Brazil Index.
Composition The ETF primarily holds stocks of Brazilian companies, focusing on large and mid-cap segments of the market.
Market Position
Market Share: The iShares MSCI Brazil ETF holds a significant market share among Brazil-focused ETFs.
Total Net Assets (AUM): 4912687752
Competitors
Key Competitors
- BRZU
- BZUN
- BRAZ
Competitive Landscape
The competitive landscape includes other ETFs focused on Brazilian equities. EWZ benefits from high liquidity and established brand recognition. However, competitors like BRZU offer leveraged exposure, while BZUN may provide alternative weighting schemes, creating different risk/return profiles.
Financial Performance
Historical Performance: Past performance is not indicative of future results. Investors should consult recent fund fact sheets for current performance data.
Benchmark Comparison: The ETF's performance is generally compared to the MSCI Brazil Index to assess tracking accuracy.
Expense Ratio: 0.57
Liquidity
Average Trading Volume
The ETF has a high average trading volume, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread is typically narrow, reflecting the ETF's high liquidity.
Market Dynamics
Market Environment Factors
Economic growth in Brazil, commodity prices (especially iron ore and oil), political stability, and currency fluctuations significantly affect the ETF's performance.
Growth Trajectory
The ETF's growth trajectory is tied to the overall performance of the Brazilian economy and equity market. Changes in strategy and holdings are rare but can occur due to index rebalancing.
Moat and Competitive Advantages
Competitive Edge
EWZ's competitive edge lies in its first-mover advantage, brand recognition, and high liquidity. The ETF benefits from BlackRock's extensive resources and expertise in ETF management. Its large AUM facilitates tighter bid-ask spreads, reducing trading costs. The ETFu2019s tracking of the MSCI Brazil index is well established. The ETF is considered a liquid investment vehicle for exposure to Brazilian markets.
Risk Analysis
Volatility
The ETF's volatility is high due to the inherent volatility of the Brazilian equity market and currency fluctuations.
Market Risk
The ETF is subject to market risk related to the Brazilian economy, political instability, and global economic conditions. Currency risk is also a significant factor.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking exposure to the Brazilian equity market and willing to accept the associated risks, including currency and political risks.
Market Risk
The ETF may be suitable for long-term investors seeking diversification in emerging markets or active traders taking short-term positions on Brazilian equities.
Summary
The iShares MSCI Brazil ETF provides exposure to the Brazilian equity market, tracking the MSCI Brazil Index. Managed by BlackRock, it benefits from high liquidity and a recognized brand. The ETF is subject to risks associated with the Brazilian economy, currency fluctuations, and political instability. It is suitable for investors seeking emerging market exposure, willing to tolerate higher volatility, and understand its inherent risks.
Similar Companies
BRAZ
Global X Funds
BRAZ
Global X Funds
BRZU
Direxion Daily MSCI Brazil Bull 2X Shares
BRZU
Direxion Daily MSCI Brazil Bull 2X Shares
BZUN
Baozun Inc
BZUN
Baozun Inc
FBZ
First Trust Brazil AlphaDEX® Fund
FBZ
First Trust Brazil AlphaDEX® Fund
Sources and Disclaimers
Data Sources:
- iShares website
- MSCI website
- Morningstar
- Yahoo Finance
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. Investors should 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 Brazil 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 a free float-adjusted market capitalization-weighted index designed to measure the performance of the large- and mid- capitalization segments of the equity market in Brazil. The fund is non-diversified.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.