Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
iShares MSCI United Kingdom ETF (EWU)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
07/10/2025: 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 -4.56% | Avg. Invested days 41 | 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 07/10/2025 |
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 an index composed of United Kingdom equities. It provides exposure to a broad range of UK companies, reflecting the overall UK equity market and is primarily focused on tracking the MSCI United Kingdom Index. The ETF uses a replication strategy, investing in all or substantially all of the securities in the underlying index.
Reputation and Reliability
iShares, a division of BlackRock, is one of the largest and most reputable ETF providers globally, known for its extensive range of ETFs and strong track record.
Management Expertise
BlackRock has a highly experienced management team with deep expertise in investment management, ETF creation, and index tracking.
Investment Objective
Goal
To track the investment results of an index composed of United Kingdom equities.
Investment Approach and Strategy
Strategy: The ETF aims to track the MSCI United Kingdom Index.
Composition The ETF primarily holds stocks of companies located in the United Kingdom.
Market Position
Market Share: Data Unavailable
Total Net Assets (AUM): 2458000000
Competitors
Key Competitors
- FXUK
- GBDX
- FKU
Competitive Landscape
The competitive landscape includes ETFs focused on UK equities, each with varying expense ratios and tracking methodologies. EWU benefits from iShares' brand recognition and liquidity, but competitors may offer lower fees or slightly different index exposures.
Financial Performance
Historical Performance: Historical performance data is best obtained from financial data providers such as Yahoo Finance or Bloomberg, but generally correlates with the performance of the MSCI United Kingdom Index.
Benchmark Comparison: The ETF's performance should closely track the MSCI United Kingdom Index. Deviations may occur due to expenses and tracking error.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
EWU generally exhibits good liquidity with a relatively high average trading volume.
Bid-Ask Spread
The bid-ask spread for EWU is typically tight, reflecting its high trading volume and investor interest.
Market Dynamics
Market Environment Factors
Economic indicators in the UK, such as GDP growth, inflation, and interest rates, along with global market conditions, significantly impact EWU's performance.
Growth Trajectory
Growth trends depend on the overall health of the UK economy and the performance of the companies included in the MSCI United Kingdom Index. There have been no major changes to strategy or holdings, as the objective is to track the index.
Moat and Competitive Advantages
Competitive Edge
EWU's competitive advantage lies in its brand recognition as an iShares ETF, its substantial assets under management, and its high liquidity. It benefits from being a well-established ETF with a straightforward investment strategy focused on tracking a widely recognized index. Furthermore, its size allows for efficient trading and lower transaction costs for investors. EWU offers targeted exposure to the UK equity market, appealing to investors seeking geographic diversification or specific investment mandates.
Risk Analysis
Volatility
EWU's volatility is influenced by the volatility of the underlying UK equity market and global economic factors.
Market Risk
The primary risk is market risk, as the ETF's value fluctuates with the performance of UK equities. Currency risk is also present, as the ETF's returns are affected by changes in the exchange rate between the US dollar and the British pound.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to the United Kingdom equity market for diversification purposes or to express a view on the UK economy are the ideal investors.
Market Risk
EWU is suitable for long-term investors and passive index followers seeking broad exposure to UK stocks.
Summary
The iShares MSCI United Kingdom ETF (EWU) is a popular choice for investors seeking broad exposure to the UK equity market. It tracks the MSCI United Kingdom Index, offering diversification across various sectors within the UK economy. As an iShares ETF, it benefits from strong brand recognition and liquidity. Investors should consider the expense ratio and potential currency risks. EWU is well-suited for long-term investors looking to incorporate international exposure into their portfolios.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- MSCI website
- Yahoo Finance
- BlackRock
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be made after consulting with a qualified financial advisor and conducting thorough research.
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.
