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Upturn AI SWOT - About
iShares MSCI United Kingdom ETF (EWU)
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Upturn Advisory Summary
10/24/2025: EWU (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 1.39% | Avg. Invested days 51 | 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 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.95 | 52 Weeks Range 32.10 - 39.99 | Updated Date 06/30/2025 |
52 Weeks Range 32.10 - 39.99 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares MSCI United Kingdom ETF
ETF Overview
Overview
The iShares MSCI United Kingdom ETF (EWU) seeks to track the investment results of the MSCI United Kingdom Index, representing the UK equity market. It focuses on providing exposure to a broad range of UK companies, offering investors a diversified approach to participate in the performance of the UK economy. Asset allocation is primarily in equities. The investment strategy involves holding a portfolio of stocks that mirror the index.
Reputation and Reliability
iShares, a brand of BlackRock, is a leading provider of ETFs, known for its robust fund management and reliable tracking of indices.
Management Expertise
BlackRock has extensive experience in managing index-tracking funds, leveraging a large team of portfolio managers and analysts.
Investment Objective
Goal
To track the investment results of the MSCI United Kingdom Index.
Investment Approach and Strategy
Strategy: Tracks the MSCI United Kingdom Index.
Composition Primarily holds stocks of companies based in the United Kingdom.
Market Position
Market Share: EWU has a substantial market share in the UK-focused ETF segment.
Total Net Assets (AUM): 2438000000
Competitors
Key Competitors
- Franklin FTSE United Kingdom ETF (FLGB)
- WisdomTree United Kingdom Hedged Equity Fund (DXPS)
- First Trust United Kingdom AlphaDEX Fund (FKU)
Competitive Landscape
The UK ETF market is dominated by a few key players. EWU benefits from iShares' brand recognition and established tracking methodology, but faces competition from funds offering alternative weighting strategies or currency hedging. FLGB offers similar exposure at a lower cost, while DXPS hedges currency risk. FKU uses an alphaDEX methodology to select stocks.
Financial Performance
Historical Performance: Performance data should be obtained from reliable financial data providers to assess returns over different time periods.
Benchmark Comparison: Compare EWU's returns against the MSCI United Kingdom Index to evaluate tracking accuracy.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
EWU generally exhibits high trading volume, facilitating easy entry and exit for investors.
Bid-Ask Spread
The bid-ask spread is typically narrow, reflecting good liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, political stability, currency fluctuations, and sector-specific growth prospects in the UK all affect EWU's performance.
Growth Trajectory
Growth depends on the overall performance of the UK economy and global market sentiment towards UK equities; changes to holdings reflect index updates.
Moat and Competitive Advantages
Competitive Edge
EWU's competitive advantage stems from its large AUM, established tracking methodology, and the backing of BlackRock's resources. It provides broad exposure to the UK market, making it a simple and accessible option for investors. The fund's high liquidity further enhances its appeal. Brand recognition contributes to investor confidence. This combined with a long-standing track record gives EWU a competitive advantage.
Risk Analysis
Volatility
Volatility is influenced by the fluctuations in the UK equity market and global economic conditions.
Market Risk
Market risk includes exposure to the UK economy, political risks (e.g., Brexit), currency risk (GBP/USD), and sector-specific risks within the UK equity market.
Investor Profile
Ideal Investor Profile
Investors seeking diversified exposure to the UK equity market as part of a broader global portfolio.
Market Risk
Suitable for long-term investors seeking passive index exposure, but also used by active traders for tactical allocation.
Summary
The iShares MSCI United Kingdom ETF (EWU) offers a straightforward way to invest in the UK equity market by tracking the MSCI United Kingdom Index. Its strengths lie in its brand reputation, substantial AUM, and high liquidity, making it a convenient option for investors seeking broad exposure to UK stocks. However, investors should be aware of the specific risks associated with investing in a single-country ETF, including currency and political risks. Competitors offer different approaches, such as currency hedging or alternative weighting schemes. Despite the competition, EWU remains a dominant player due to brand recognition and a large asset base.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Official Website
- MSCI Index Fact Sheet
- Morningstar
- ETFdb.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data is an estimate and may vary depending on the source and calculation methodology. 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 United Kingdom 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 underlying index is designed to measure the performance of the large- and mid-capitalization segments of the UK market. 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.