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Upturn AI SWOT - About
iShares MSCI Europe Financials ETF (EUFN)
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Upturn Advisory Summary
07/09/2025: 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 6.26% | Avg. Invested days 38 | 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 07/09/2025 |
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 a broad range of financial companies in developed European countries, offering a way to invest in the performance of the European financial sector as a whole.
Reputation and Reliability
iShares, managed by BlackRock, is a well-established and reputable ETF provider with a long track record of managing a wide variety of ETFs.
Management Expertise
BlackRock's management team has extensive experience in managing ETFs and index-tracking funds, providing significant expertise in the field.
Investment Objective
Goal
The fund seeks to track the investment results of the MSCI Europe Financials Index, which measures the performance of the financial sector in developed European markets.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to replicate the composition and weighting of the MSCI Europe Financials Index.
Composition The ETF primarily holds stocks of companies classified in the financial sector within developed European markets, including banks, insurance companies, and other financial service providers.
Market Position
Market Share: Insufficient public data available to provide an exact market share figure.
Total Net Assets (AUM): 316886916.9
Competitors
Key Competitors
- FEUZ
- DBEU
Competitive Landscape
The European financials ETF market includes various providers, with iShares being a major player. EUFN's advantage lies in iShares' brand recognition and established track record. Disadvantages could include slight differences in index tracking methodology compared to competitors and expense ratios.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved from financial data providers.
Benchmark Comparison: Benchmark comparison needs to be retrieved from financial data providers.
Expense Ratio: 0.09
Liquidity
Average Trading Volume
The ETF's liquidity is generally good, with an average trading volume that facilitates relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread for EUFN is typically tight, indicating good liquidity and relatively low transaction costs.
Market Dynamics
Market Environment Factors
The ETF's performance is affected by economic conditions in Europe, interest rates, regulatory changes in the financial sector, and global market sentiment.
Growth Trajectory
Growth patterns are driven by the performance of European financial stocks and their response to the economic environment, with adjustments to holdings based on index reconstitution.
Moat and Competitive Advantages
Competitive Edge
iShares MSCI Europe Financials ETF benefits from the established reputation of BlackRock's iShares brand, offering investors a trusted and reliable vehicle for investing in the European financial sector. The ETFu2019s large asset base provides liquidity and can attract investors seeking exposure to this sector. Moreover, it tracks a well-known MSCI index that offers broad coverage and provides a diversified exposure to the European financial sector. Its low expense ratio also makes it relatively attractive to cost-conscious investors.
Risk Analysis
Volatility
The ETF's volatility is linked to the inherent volatility of the financial sector and broader European market fluctuations.
Market Risk
Specific risks include exposure to economic downturns in Europe, changes in interest rates, regulatory risks impacting financial institutions, and currency fluctuations.
Investor Profile
Ideal Investor Profile
This ETF is suitable for investors seeking exposure to the European financial sector, who have a moderate to high risk tolerance, and understand the potential for volatility in the financial industry.
Market Risk
This ETF is suitable for long-term investors looking to diversify their portfolio with exposure to the European financial sector, as well as active traders seeking to capitalize on short-term market movements.
Summary
The iShares MSCI Europe Financials ETF (EUFN) provides targeted exposure to the European financial sector by tracking the MSCI Europe Financials Index. Managed by BlackRock, it offers a reputable and liquid investment option. The ETF's performance is subject to economic conditions in Europe and the risks inherent in the financial sector. With a low expense ratio, it appeals to cost-conscious investors seeking to diversify their portfolios and gain exposure to this sector. Investors should be aware of the volatility associated with the financials industry and the potential impact of currency fluctuations.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- MSCI.com
- ETF.com
- Bloomberg
- SEC Filings
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered as financial advice. Investment decisions should be made based on individual circumstances and consultation with a financial advisor. Market share data may not be available or fully accurate.
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.