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Upturn AI SWOT - About
iShares MSCI Sweden ETF (EWD)
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Upturn Advisory Summary
08/14/2025: EWD (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.
Analysis of Past Performance
Type ETF | Historic Profit -10.97% | Avg. Invested days 36 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.38 | 52 Weeks Range 35.69 - 46.30 | Updated Date 06/29/2025 |
52 Weeks Range 35.69 - 46.30 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares MSCI Sweden ETF
ETF Overview
Overview
The iShares MSCI Sweden ETF (EWD) seeks to track the investment results of an index composed of Swedish equities. It provides exposure to the Swedish stock market, focusing on large- and mid-capitalization companies across various sectors. The fund aims to provide investors with a convenient way to access the Swedish equity market.
Reputation and Reliability
iShares is a reputable and reliable ETF provider with a long track record in the market. They are known for their well-managed and transparent ETFs.
Management Expertise
BlackRock, the issuer of iShares ETFs, has extensive experience and expertise in managing investment products, including international equity ETFs.
Investment Objective
Goal
The investment seeks to track the investment results of the MSCI Sweden IMI 25/50 Index, a market-capitalization-weighted index designed to measure the performance of the large, mid and small capitalization segments of the Swedish market.
Investment Approach and Strategy
Strategy: The ETF aims to track the MSCI Sweden IMI 25/50 Index.
Composition The ETF holds stocks of companies based in Sweden across various sectors.
Market Position
Market Share: EWD has a notable market share as one of the primary US-listed ETFs providing exposure to the Swedish equity market.
Total Net Assets (AUM): 444634213
Competitors
Key Competitors
- FLSW (Franklin FTSE Sweden ETF)
Competitive Landscape
The competitive landscape for Swedish equity ETFs is relatively concentrated, with EWD being a dominant player. EWD has the advantage of greater liquidity and a longer trading history compared to FLSW. FLSW often has a lower expense ratio, providing a cost-conscious alternative.
Financial Performance
Historical Performance: Historical performance data is not provided, but can be found on financial websites such as Yahoo Finance and Bloomberg.
Benchmark Comparison: The ETF's performance should be compared to the MSCI Sweden IMI 25/50 Index to assess its tracking effectiveness.
Expense Ratio: 0.48
Liquidity
Average Trading Volume
The ETF has moderate liquidity, with an average daily trading volume that facilitates relatively easy buying and selling.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting its moderate liquidity and efficient trading.
Market Dynamics
Market Environment Factors
The ETF's performance is influenced by Swedish economic indicators, global market conditions, and currency exchange rates (USD/SEK).
Growth Trajectory
Growth trends depend on the overall performance of the Swedish economy and the global demand for Swedish products and services. Any change to the index it tracks will affect its holdings.
Moat and Competitive Advantages
Competitive Edge
iShares MSCI Sweden ETF benefits from the established reputation and distribution network of BlackRock. Its substantial AUM provides greater liquidity and trading efficiency. EWD's long-standing presence in the market allows it to maintain a strong market position. It offers a pure play on Swedish equities, appealing to investors seeking targeted exposure.
Risk Analysis
Volatility
The ETF's volatility is influenced by the volatility of the Swedish stock market and currency fluctuations.
Market Risk
The ETF is subject to market risk, currency risk (USD/SEK), and concentration risk due to its focus on a single country.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking exposure to the Swedish equity market for diversification or specific investment strategies.
Market Risk
The ETF is suitable for long-term investors seeking international diversification and those who believe in the growth potential of the Swedish economy.
Summary
The iShares MSCI Sweden ETF offers investors a liquid and accessible way to invest in the Swedish stock market. Its performance is closely tied to the Swedish economy and the performance of its underlying holdings. With a moderate expense ratio and good liquidity, EWD is suitable for investors seeking targeted international exposure. However, investors should consider the risks associated with single-country investing and currency fluctuations.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- MSCI website
- Yahoo Finance
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
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 Sweden 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 its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The index is designed to measure the performance of the large- and mid-capitalization segments of the equity market in Sweden. The fund is non-diversified.
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.