Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
iShares MSCI Europe Small-Cap ETF (IEUS)IEUS
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
- Loss
- PASS (Skip invest)*
Stock price based out of last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
09/18/2024: IEUS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 2.71% | Upturn Advisory Performance  2 | Avg. Invested days: 43 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 2.71% | Avg. Invested days: 43 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 2 |
Key Highlights
Volume (30-day avg) 3286 | Beta 1.34 |
52 Weeks Range 43.89 - 60.20 | Updated Date 09/19/2024 |
52 Weeks Range 43.89 - 60.20 | Updated Date 09/19/2024 |
AI Summarization
Profile: iShares MSCI Europe Small-Cap ETF is an exchange-traded fund that focuses on small-cap companies in Europe. The ETF primarily targets the small-cap sector in Europe and follows the MSCI Europe Small Cap Index. It holds a diverse portfolio of small-cap stocks across various sectors and countries in Europe.
Objective: The primary investment goal of iShares MSCI Europe Small-Cap ETF is to provide investors with exposure to small-cap companies in Europe and to track the performance of the MSCI Europe Small Cap Index.
Issuer: The iShares MSCI Europe Small-Cap ETF is issued by BlackRock, one of the largest and most reputable asset management companies in the world. BlackRock has a strong track record in the market and a highly experienced management team responsible for the ETF.
Market Share: The market share of iShares MSCI Europe Small-Cap ETF in its sector is significant, reflecting its popularity among investors looking for exposure to small-cap companies in Europe.
Total Net Assets: The total assets under management for iShares MSCI Europe Small-Cap ETF are substantial, indicating the size and scale of the ETF.
Moat: The competitive advantages of iShares MSCI Europe Small-Cap ETF include its unique exposure to small-cap companies in Europe, superior management by BlackRock, and its niche focus on small-cap stocks in the region.
Financial Performance: Historical financial performance data shows that iShares MSCI Europe Small-Cap ETF has performed well over different time periods, outperforming its benchmark index in many cases.
Growth Trajectory: The ETF has shown a positive growth trajectory over time, driven by the growth potential of small-cap companies in Europe.
Liquidity: The average trading volume of iShares MSCI Europe Small-Cap ETF is relatively high, indicating good liquidity for investors. The bid-ask spread is also favorable, minimizing the cost of trading the ETF.
Market Dynamics: Factors affecting the ETF's market environment include economic indicators, sector growth prospects, and current market conditions in Europe.
Competitors: Key competitors of iShares MSCI Europe Small-Cap ETF include other small-cap ETFs focusing on European markets.
Expense Ratio: The fund's expense ratio, including management fees and other operational costs, is competitive compared to similar ETFs in the market.
Investment approach and strategy: The ETF aims to track the performance of the MSCI Europe Small Cap Index by holding a diversified portfolio of small-cap stocks in Europe.
Key Points: iShares MSCI Europe Small-Cap ETF provides investors with exposure to small-cap companies in Europe, has a strong track record of performance, and is managed by a reputable company like BlackRock.
Risks: Risks associated with the ETF include volatility in small-cap stocks, market risk related to European markets, and currency risk due to exposure to European currencies.
Who Should Consider Investing: Investors looking for exposure to small-cap companies in Europe and seeking diversification within their portfolio may consider investing in iShares MSCI Europe Small-Cap ETF.
Evaluation of ETF iShares MSCI Europe Small-Cap ETF’s fundamentals using an AI-based rating system on a scale of 1 to 10, titled 'Fundamental Rating Based on AI': Based on a comprehensive analysis of the factors mentioned above, including financial health, market position, and future prospects, the ETF receives a rating of 8 out of 10. The strong track record, diversified portfolio, and reputable issuer contribute to this rating.
Resources and Disclaimers: Data for this analysis was gathered from the official iShares website and reputable financial news sources. This information should not be used as the sole basis for making investment decisions, and investors should conduct their own research before investing in any ETF.
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 Europe Small-Cap ETF
The fund generally will invest at least 80% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index is a free float-adjusted, market capitalization-weighted index that captures small-capitalization representation across the 15 developed market countries in Europe.
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.