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Upturn AI SWOT - About
iShares MSCI Europe Financials ETF (EUFN)
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Upturn Advisory Summary
09/11/2025: EUFN (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star 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 11.45% | Avg. Invested days 43 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/11/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1 | 52 Weeks Range 20.10 - 31.69 | Updated Date 06/29/2025 |
52 Weeks Range 20.10 - 31.69 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares MSCI Europe Financials ETF
ETF Overview
Overview
The iShares MSCI Europe Financials ETF (EUFN) seeks to track the investment results of an index composed of European equities in the financial sector. It provides exposure to companies primarily involved in banking, insurance, and other financial services within Europe.
Reputation and Reliability
iShares is a well-established and reputable ETF issuer with a long track record in the market, known for its diverse range of ETFs and strong brand recognition.
Management Expertise
BlackRock, the parent company of iShares, has extensive experience and expertise in asset management, with a dedicated team managing the ETF.
Investment Objective
Goal
The investment objective is to track the performance of the MSCI Europe Financials Index.
Investment Approach and Strategy
Strategy: EUFN aims to replicate the MSCI Europe Financials Index by holding stocks in proportion to their weighting in the index.
Composition The ETF holds a basket of stocks representing companies in the financials sector across various European countries. The portfolio consists predominantly of equities.
Market Position
Market Share: Data unavailable, market share fluctuates.
Total Net Assets (AUM): 154880000
Competitors
Key Competitors
- FEUZ
- DBEU
Competitive Landscape
The European Financials ETF market is competitive. EUFN's advantage is its brand recognition and liquidity. Disadvantages are related to potential tracking error and specific index composition choices compared to competitors.
Financial Performance
Historical Performance: Historical performance data is readily available from various financial data providers.
Benchmark Comparison: The ETF's performance should be compared to the MSCI Europe Financials Index to assess tracking effectiveness.
Expense Ratio: 0.09
Liquidity
Average Trading Volume
EUFN's liquidity is considered moderate with average trading volumes facilitating ease of entry and exit for most investors.
Bid-Ask Spread
The bid-ask spread for EUFN is typically tight, indicating relatively low transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, inflation, and regulatory changes in Europe significantly impact EUFN. The sector's growth is linked to the overall health of the European economy.
Growth Trajectory
Growth trends for EUFN depend on the performance of European financial institutions and the broader economic climate in Europe. Changes in strategy usually reflect adjustments to the underlying index methodology.
Moat and Competitive Advantages
Competitive Edge
EUFN's competitive edge lies in the iShares brand recognition and deep understanding of the ETF market. The fund offers a convenient and low-cost way to access European financial stocks. It's backed by BlackRock's expertise in asset management. The ETF benefits from the liquidity afforded by the iShares brand, facilitating trading.
Risk Analysis
Volatility
EUFN's volatility is tied to the volatility of the European financial sector, which can be influenced by macroeconomic factors and regulatory changes.
Market Risk
The ETF is exposed to market risk, interest rate risk, credit risk, and regulatory risk associated with the European financial sector.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking targeted exposure to the European financial sector. Suitable for those who want to diversify their portfolio with international exposure.
Market Risk
EUFN is suitable for long-term investors or active traders seeking tactical exposure to the European financial sector. It may also appeal to passive index followers looking for a focused sector ETF.
Summary
The iShares MSCI Europe Financials ETF (EUFN) provides targeted exposure to European financial stocks. It offers a convenient and low-cost way to access this sector. While it's subject to risks associated with the financial sector and European markets, its liquidity and backing from iShares make it a suitable option for investors seeking focused exposure. Performance is directly tied to the health of European financial institutions and macroeconomic conditions. Its key benefit lies in its straightforward approach to tracking the MSCI Europe Financials Index.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- MSCI website
- Financial data providers (e.g., Bloomberg, Reuters)
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should consult with a qualified 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 Europe Financials 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 designed to measure the combined equity market performance of the financials sector of developed market countries in Europe.
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.