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Upturn AI SWOT - About
iShares MSCI United Kingdom ETF (EWU)
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Upturn Advisory Summary
08/29/2025: 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 -1.74% | Avg. Invested days 46 | 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 08/29/2025 |
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 primarily focuses on providing exposure to large and mid-sized companies in the UK, aiming for broad market representation. The ETF uses a replication strategy to mirror the MSCI United Kingdom Index.
Reputation and Reliability
iShares is a well-established and reputable ETF provider with a long track record in the market, known for its robust and reliable ETF offerings.
Management Expertise
BlackRock, the parent company of iShares, has extensive expertise in investment management and ETF operations, ensuring professional management of the fund.
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 using a replication strategy, holding all or a representative sample of the index's components.
Composition The ETF holds a portfolio of stocks representing a broad range of sectors within the UK equity market, primarily focusing on large and mid-cap companies.
Market Position
Market Share: The iShares MSCI United Kingdom ETF (EWU) holds a significant portion of the market share among UK-focused ETFs.
Total Net Assets (AUM): 2351920960
Competitors
Key Competitors
- First Trust United Kingdom AlphaDEX ETF (FKU)
- Franklin FTSE United Kingdom ETF (FLGB)
Competitive Landscape
The competitive landscape involves other ETFs that track UK equities. EWU benefits from its size, liquidity, and low expense ratio but faces competition from more targeted or factor-based UK equity ETFs. EWU's main advantage is high liquidity; however, it doesn't offer specialized investment strategies compared to its competitors.
Financial Performance
Historical Performance: Historical performance varies with market conditions in the UK and globally. Performance data is readily available from financial data providers.
Benchmark Comparison: The ETF's performance is typically compared against the MSCI United Kingdom Index to evaluate its tracking efficiency.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
The iShares MSCI United Kingdom ETF generally has high average trading volume, making it easy to buy and sell shares.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating good liquidity and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic growth in the UK, political stability, currency fluctuations (GBP/USD), and global market conditions affect the ETF's performance.
Growth Trajectory
The growth trajectory is tied to the performance of UK equities, which can be influenced by macroeconomic factors and company-specific news.
Moat and Competitive Advantages
Competitive Edge
EWUu2019s competitive edge stems from its brand recognition as an iShares product, high liquidity due to its large asset base, and a relatively low expense ratio compared to some competitors. It benefits from being one of the oldest and largest UK-focused ETFs. These factors make it a popular choice for investors seeking broad exposure to UK equities. Its size and liquidity also attract institutional investors.
Risk Analysis
Volatility
The ETF's volatility depends on the volatility of the underlying UK equities market.
Market Risk
Market risk includes factors such as economic downturns in the UK, currency risk (GBP/USD), and geopolitical events.
Investor Profile
Ideal Investor Profile
Investors seeking broad exposure to the UK equity market for diversification purposes, particularly those with a global investment strategy, are ideal investors.
Market Risk
This ETF is suitable for long-term investors seeking passive exposure to the UK market as part of a diversified portfolio.
Summary
The iShares MSCI United Kingdom ETF (EWU) provides a convenient way to invest in a broad portfolio of UK equities. It offers high liquidity, a relatively low expense ratio, and a replication strategy that closely tracks the MSCI United Kingdom Index. Investors should consider the risks associated with investing in the UK market, including currency risk and economic conditions. EWU is suitable for long-term investors seeking diversified exposure to the UK equity market as part of a global investment strategy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- MSCI
- Financial data providers (e.g., Bloomberg, Reuters)
Disclaimers:
This information is for informational purposes only and does not constitute investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share estimates are approximate.
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.
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