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Upturn AI SWOT - About
iShares Europe ETF (IEV)
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Upturn Advisory Summary
04/01/2025: IEV (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 7.73% | Avg. Invested days 42 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 502421 | Beta 1.11 | 52 Weeks Range 51.38 - 60.79 | Updated Date 04/2/2025 |
52 Weeks Range 51.38 - 60.79 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares Europe ETF
ETF Overview
Overview
The iShares Europe ETF (IEV) seeks to track the investment results of an index composed of developed market equities in Europe. It offers broad exposure to European stocks, providing diversification across sectors and countries within the region. The ETF primarily invests in large and mid-sized companies.
Reputation and Reliability
iShares, managed by BlackRock, is a well-established and reputable issuer of ETFs, known for its wide range of investment products and robust operational infrastructure.
Management Expertise
BlackRock has extensive experience and expertise in managing ETFs, with a dedicated team of investment professionals overseeing the iShares Europe ETF.
Investment Objective
Goal
The primary investment goal is to track the investment results of an index composed of developed market equities in Europe.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of its underlying index, the S&P Europe 350 Index.
Composition The ETF's assets consist primarily of stocks from developed European countries, with allocations reflecting the index's composition.
Market Position
Market Share: IEV has a significant market share among Europe-focused ETFs, but its exact share fluctuates based on investor flows and market performance.
Total Net Assets (AUM): 4250000000
Competitors
Key Competitors
- VGK
- FEZ
- EZU
Competitive Landscape
The European equity ETF market is competitive. IEV benefits from BlackRock's strong brand and liquidity, however VGK has a lower expense ratio. FEZ is focused on the Eurozone, offering a narrower scope and EZU focuses on the MSCI Europe index. IEV is generally more liquid than some smaller competitors.
Financial Performance
Historical Performance: Historical performance data, including returns over various periods, can be found on financial websites. Past performance is not indicative of future results.
Benchmark Comparison: The ETF's performance is typically compared to the S&P Europe 350 Index to assess its tracking accuracy.
Expense Ratio: 0.16
Liquidity
Average Trading Volume
The ETF typically has a high average trading volume, facilitating easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's high liquidity.
Market Dynamics
Market Environment Factors
Economic growth in Europe, interest rate policies of the European Central Bank, and global market conditions influence IEV's performance.
Growth Trajectory
Growth depends on the European economy, global trade, and investor sentiment towards European equities; the strategy and holdings generally remain consistent with the underlying index.
Moat and Competitive Advantages
Competitive Edge
IEV benefits from BlackRock's brand recognition and scale, resulting in high liquidity and efficient trading. It offers broad exposure to European equities, appealing to investors seeking diversification. While other ETFs may have slightly lower expense ratios, IEV's liquidity and brand reputation contribute to its competitive positioning. The ETF's large asset base allows for economies of scale, which can translate to lower trading costs for investors. This strong market presence makes it a core holding for many investors looking for European equity exposure.
Risk Analysis
Volatility
The ETF's volatility is influenced by the volatility of the underlying European stock market.
Market Risk
Specific risks include currency risk, political instability in Europe, and economic downturns affecting European companies.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking diversified exposure to the European stock market, believes in the long-term growth potential of European equities, and is comfortable with the associated risks.
Market Risk
The ETF is suitable for long-term investors seeking to diversify their portfolios with European equities or passive index followers looking for broad European exposure.
Summary
The iShares Europe ETF (IEV) offers investors a convenient and cost-effective way to gain exposure to a broad range of European equities. Managed by BlackRock, IEV tracks the S&P Europe 350 Index and boasts high liquidity. While it faces competition from other European equity ETFs, its brand recognition and substantial AUM make it a popular choice for investors. Investors should consider the ETF's risks, including currency risk and political instability, before investing. Overall, IEV is a solid option for those seeking diversified European equity exposure as part of a well-rounded investment strategy.
Similar Companies
EFA
iShares MSCI EAFE ETF
EFA
iShares MSCI EAFE 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
VGK
Vanguard FTSE Europe Index Fund ETF Shares
VGK
Vanguard FTSE Europe Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- iShares Official Website
- Morningstar
- ETF.com
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results. Investors should conduct their own due diligence and 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 Europe ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index measures the performance of the securities of leading companies in the following countries: Austria, Belgium, Denmark, Finland, Germany, Ireland, Italy, Luxembourg, the Netherlands, Norway, Portugal, Spain, Sweden and Switzerland). 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.
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