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iShares MSCI Europe Financials ETF (EUFN)
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Upturn Advisory Summary
11/05/2025: EUFN (2-star) is currently NOT-A-BUY. Pass it for now.
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 8.61% | Avg. Invested days 46 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/05/2025 |
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 offers exposure to companies that provide financial services, including banks, insurance firms, and other financial institutions, in developed markets across Europe. The ETF employs a representative sampling strategy, holding a portfolio of stocks designed to replicate the performance of the underlying index.
Reputation and Reliability
iShares is a well-established and reputable ETF provider with a long track record of offering diverse and reliable investment products.
Management Expertise
iShares, managed by BlackRock, benefits from the firm's extensive expertise in investment management and ETF operations.
Investment Objective
Goal
To track the investment results of an index composed of European equities in the financial sector.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the performance of the MSCI Europe Financials Index.
Composition The ETF primarily holds stocks of companies in the European financial sector, including banks, insurance companies, and other financial service providers.
Market Position
Market Share: EUFN's market share within the European financials ETF category is significant, but specific, real-time market share data fluctuates.
Total Net Assets (AUM): 137448957
Competitors
Key Competitors
- FEUZ
- DBEU
Competitive Landscape
The European financials ETF market includes several providers. EUFN benefits from the iShares brand and BlackRock's expertise but faces competition from other ETFs offering similar exposure, potentially with different expense ratios or index methodologies. EUFN's advantage lies in its liquidity and widespread recognition.
Financial Performance
Historical Performance: Historical performance varies with market conditions; check official iShares website or financial data providers for specific returns.
Benchmark Comparison: The ETF's performance should closely track the MSCI Europe Financials Index; deviations reflect tracking error and expenses.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
The average trading volume of EUFN is generally moderate, providing adequate liquidity for most investors.
Bid-Ask Spread
The bid-ask spread for EUFN is typically tight, reflecting the ETF's liquidity and trading activity.
Market Dynamics
Market Environment Factors
Economic indicators in Europe, regulatory changes affecting the financial sector, and interest rate policies significantly impact EUFN's performance.
Growth Trajectory
Growth depends on the overall health and performance of the European financial sector; changes to strategy are infrequent.
Moat and Competitive Advantages
Competitive Edge
EUFN benefits from the iShares brand recognition and BlackRock's management expertise. The ETF offers focused exposure to European financial companies, making it a convenient tool for investors seeking to target this specific sector. Its liquidity and relatively low expense ratio compared to actively managed funds are also advantages. The ETF's broad diversification across the European financial sector provides stability and reduces company-specific risk.
Risk Analysis
Volatility
EUFN's volatility is closely tied to the volatility of the European financial sector, which can be affected by macroeconomic events and regulatory changes.
Market Risk
The ETF is exposed to market risk related to the financial sector, including interest rate risk, credit risk, and regulatory risk in Europe.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the European financial sector, those with a higher risk tolerance, and those bullish on European financial institutions are suitable investors.
Market Risk
EUFN is better suited for long-term investors with a specific view on the European financial sector, rather than active traders seeking short-term gains.
Summary
The iShares MSCI Europe Financials ETF (EUFN) offers investors targeted exposure to the European financial sector. Managed by BlackRock, the fund seeks to replicate the performance of the MSCI Europe Financials Index. While offering diversification within the sector and benefits from the iShares brand, it is subject to market risks specific to the European financial environment and requires careful consideration of economic indicators and regulatory changes. EUFN suits long-term investors with a bullish outlook on European financials.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock
- MSCI
- Financial data providers (e.g., Bloomberg, Reuters)
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share percentages are approximate and may vary. Past performance is not indicative of future results.
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.