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Upturn AI SWOT - About
iShares MSCI Emerging Markets Small-Cap ETF (EEMS)
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Upturn Advisory Summary
08/14/2025: EEMS (1-star) is a SELL. SELL since 5 days. Profits (12.12%). Updated daily EoD!
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 15.48% | Avg. Invested days 50 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.84 | 52 Weeks Range 49.72 - 64.51 | Updated Date 06/29/2025 |
52 Weeks Range 49.72 - 64.51 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares MSCI Emerging Markets Small-Cap ETF
ETF Overview
Overview
The iShares MSCI Emerging Markets Small-Cap ETF (EEMS) seeks to track the investment results of the MSCI Emerging Markets Small Cap Index, which represents small-cap companies in emerging markets. It provides exposure to a diversified portfolio of small-cap equities across various emerging economies.
Reputation and Reliability
BlackRock, the issuer of iShares ETFs, is one of the world's largest asset managers, known for its extensive experience and reliability in the ETF market.
Management Expertise
BlackRock has a dedicated team of experienced portfolio managers and analysts who specialize in managing various ETFs, including those focused on emerging markets.
Investment Objective
Goal
The primary investment objective of EEMS is to track the performance of the MSCI Emerging Markets Small Cap Index.
Investment Approach and Strategy
Strategy: EEMS employs a passive management strategy, seeking to replicate the performance of the MSCI Emerging Markets Small Cap Index.
Composition The ETF primarily holds stocks of small-cap companies located in emerging market countries. The sector allocation reflects the composition of the underlying index.
Market Position
Market Share: EEMS holds a notable share within the emerging markets small-cap ETF category, although its exact percentage fluctuates with market conditions and investor flows.
Total Net Assets (AUM): 648678076.9
Competitors
Key Competitors
- SPDR S&P Emerging Markets Small Cap ETF (EWX)
Competitive Landscape
The emerging markets small-cap ETF market is relatively concentrated. EEMS has a first-mover advantage and established brand recognition. EWX offers a similar investment strategy based on a different index, which can result in slight performance variations.
Financial Performance
Historical Performance: Historical performance varies depending on the time horizon and market conditions, influenced by factors such as economic growth, political stability, and currency fluctuations in emerging markets.
Benchmark Comparison: EEMS's performance closely tracks the MSCI Emerging Markets Small Cap Index. Deviations can occur due to tracking error.
Expense Ratio: 0.69
Liquidity
Average Trading Volume
EEMS generally has moderate liquidity, but trading volumes can vary.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting its trading volume.
Market Dynamics
Market Environment Factors
Economic growth in emerging markets, interest rate policies, geopolitical events, and currency movements significantly impact EEMS's performance.
Growth Trajectory
Growth depends on the performance of underlying emerging market small-cap companies and overall investor sentiment toward emerging markets.
Moat and Competitive Advantages
Competitive Edge
EEMS benefits from BlackRock's extensive ETF management experience and brand recognition. It offers broad diversification within the emerging markets small-cap segment. The ETF closely tracks its benchmark index and maintains a reasonable expense ratio. Its first-mover advantage and established presence in the market provide a competitive edge.
Risk Analysis
Volatility
EEMS is subject to higher volatility compared to developed market ETFs due to the inherent risks associated with investing in emerging markets.
Market Risk
Market risk stems from economic and political instability in emerging markets, currency fluctuations, and regulatory changes.
Investor Profile
Ideal Investor Profile
The ideal investor is one with a long-term investment horizon and a higher risk tolerance, seeking exposure to the growth potential of emerging markets small-cap companies.
Market Risk
EEMS is more suitable for long-term investors than active traders.
Summary
The iShares MSCI Emerging Markets Small-Cap ETF (EEMS) offers diversified exposure to small-cap companies within emerging markets. It tracks the MSCI Emerging Markets Small Cap Index and is managed by BlackRock. Investing in EEMS carries higher risks due to the volatility of emerging markets and the nature of small-cap companies. It is suitable for long-term investors with a higher risk tolerance seeking growth potential.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar.com
- ETFdb.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and a thorough understanding of the risks involved.
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 Emerging Markets Small-Cap 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 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 designed to measure the performance of equity securities of small-capitalization companies in emerging market countries.
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.