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 Europe Small-Cap ETF (IEUS)
- 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: IEUS (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 0.34% | Avg. Invested days 46 | 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) 18635 | Beta 1.31 | 52 Weeks Range 51.55 - 60.83 | Updated Date 04/2/2025 |
52 Weeks Range 51.55 - 60.83 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares MSCI Europe Small-Cap ETF
ETF Overview
Overview
The iShares MSCI Europe Small-Cap ETF (IEUS) aims to track the investment results of an index composed of small-capitalization European equities, providing exposure to smaller companies across developed European markets.
Reputation and Reliability
iShares is a well-established and reputable ETF issuer known for its wide range of investment products and reliable tracking of underlying indices.
Management Expertise
BlackRock, the parent company of iShares, has extensive experience and expertise in managing ETFs and other investment vehicles.
Investment Objective
Goal
To track the investment results of an index composed of small-capitalization European equities.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to replicate the MSCI Europe Small Cap Index.
Composition Primarily holds stocks of small-capitalization companies located in Europe.
Market Position
Market Share: Information on IEUS market share is unavailable in the current context.
Total Net Assets (AUM): 224300000
Competitors
Key Competitors
- SPDR EURO STOXX Small Cap ETF (SMEZ)
- Vanguard FTSE Europe ETF (VGK)
Competitive Landscape
The competitive landscape involves other ETFs offering exposure to European equities. IEUS focuses on small-cap stocks, which can provide diversification benefits. Competitors like SMEZ focus on the Eurozone, while VGK offers broader European exposure. IEUS is advantaged by BlackRock's size and reputation, but disadvantaged due to potentially higher expense ratios or lower liquidity than larger competitors.
Financial Performance
Historical Performance: Historical performance data not available in current context.
Benchmark Comparison: Benchmark comparison requires historical performance data.
Expense Ratio: 0.004
Liquidity
Average Trading Volume
The ETF's average trading volume determines how easily its shares can be bought or sold without significantly impacting its price.
Bid-Ask Spread
The bid-ask spread signifies the difference between the highest price a buyer is willing to pay (bid) and the lowest price a seller is willing to accept (ask).
Market Dynamics
Market Environment Factors
Economic indicators in Europe, growth prospects of European small-cap companies, and overall market sentiment towards European equities influence IEUS.
Growth Trajectory
Growth trends depend on the performance of European small-cap equities, economic growth in Europe, and investor demand for this specific asset class. Changes to strategy and holdings are implemented to maintain the tracking accuracy of the underlying index.
Moat and Competitive Advantages
Competitive Edge
IEUS benefits from BlackRock's established brand and distribution network, providing access to a wide investor base. Its focus on European small-cap stocks offers diversification benefits and potential for higher growth compared to large-cap stocks. The ETF's passive management strategy aims to replicate the MSCI Europe Small Cap Index, providing transparent and predictable investment exposure. Its low expense ratio enhances investor returns. The ETF's narrow focus compared to broader European market ETFs can be advantageous.
Risk Analysis
Volatility
IEUS's volatility reflects the fluctuations in the European small-cap equity market, which tends to be higher than large-cap stocks.
Market Risk
Specific risks include economic slowdown in Europe, currency fluctuations (especially EUR/USD), and political instability within European countries.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to European small-cap equities for diversification purposes, or those who believe in the growth potential of smaller European companies, would be ideal investors.
Market Risk
Suitable for long-term investors seeking growth, but less suitable for risk-averse investors due to the higher volatility associated with small-cap stocks.
Summary
The iShares MSCI Europe Small-Cap ETF (IEUS) offers exposure to the European small-cap equity market by tracking the MSCI Europe Small Cap Index. It is suitable for investors seeking diversification benefits and potential growth from smaller European companies. However, it is important to consider the higher volatility associated with small-cap stocks. BlackRock's brand and passive management strategy provide a reliable and transparent investment vehicle. Investors should carefully assess their risk tolerance and investment goals before investing.
Similar Companies
SCZ
iShares MSCI EAFE Small-Cap ETF
SCZ
iShares MSCI EAFE Small-Cap ETF
VGK
Vanguard FTSE Europe Index Fund ETF Shares
VGK
Vanguard FTSE Europe Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- iShares website
- MSCI website
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Past performance is not indicative of future results. Investment decisions should be 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 Europe Small-Cap ETF
Exchange NASDAQ | 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 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.