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Upturn AI SWOT - About
iShares MSCI Brazil ETF (EWZ)
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Upturn Advisory Summary
09/16/2025: EWZ (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 1.26% | Avg. Invested days 40 | 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 09/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.97 | 52 Weeks Range 21.85 - 29.22 | Updated Date 06/30/2025 |
52 Weeks Range 21.85 - 29.22 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares MSCI Brazil ETF
ETF Overview
Overview
The iShares MSCI Brazil ETF (EWZ) seeks to track the investment results of an index composed of Brazilian equities. It provides exposure to a broad range of Brazilian companies, offering investors a convenient way to invest in the Brazilian stock market. The fund focuses on large and mid-sized companies and aims to replicate the performance of the MSCI Brazil Index.
Reputation and Reliability
iShares, managed by BlackRock, is a leading provider of ETFs with a strong reputation and extensive track record in the market. BlackRock is known for its rigorous fund management and diverse ETF offerings.
Management Expertise
BlackRock's management team possesses significant experience and expertise in managing ETFs, employing a disciplined investment approach to track the underlying index effectively.
Investment Objective
Goal
To track the investment results of an index composed of Brazilian equities.
Investment Approach and Strategy
Strategy: The ETF aims to track the MSCI Brazil Index, using a passive investment strategy.
Composition The ETF primarily holds stocks of Brazilian companies, reflecting the composition of the MSCI Brazil Index.
Market Position
Market Share: EWZ holds a significant market share within the Brazil-focused ETF market.
Total Net Assets (AUM): 5571000000
Competitors
Key Competitors
- Franklin FTSE Brazil ETF (FLBR)
- Xtrackers MSCI Brazil Equity ETF (DBBR)
- VanEck Brazil Small-Cap ETF (BRF)
Competitive Landscape
The Brazil ETF market is moderately concentrated, with EWZ holding a dominant position due to its first-mover advantage and higher AUM. Competitors like FLBR and DBBR offer similar exposure but with potentially lower expense ratios or different weighting methodologies. EWZ benefits from its higher liquidity and brand recognition, while competitors may attract investors seeking lower costs.
Financial Performance
Historical Performance: Historical performance data needs to be obtained from financial data providers.
Benchmark Comparison: The ETF's performance closely tracks the MSCI Brazil Index, but may slightly deviate due to expense ratios and tracking error.
Expense Ratio: 0.09
Liquidity
Average Trading Volume
EWZ generally exhibits high liquidity with robust average trading volume, facilitating easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread for EWZ is typically tight, reflecting its high liquidity and minimizing trading costs.
Market Dynamics
Market Environment Factors
Brazilian economic growth, political stability, commodity prices (particularly iron ore), and currency fluctuations significantly impact EWZ's performance.
Growth Trajectory
EWZ's growth trajectory depends on the overall performance of the Brazilian stock market, driven by economic conditions and investor sentiment toward emerging markets. No significant changes to strategy/holdings recently noted, focuses on tracking index.
Moat and Competitive Advantages
Competitive Edge
iShares MSCI Brazil ETF has a strong competitive edge due to its first-mover advantage, high liquidity, and large asset base. Its wide recognition and established brand attract a broad investor base. BlackRock's expertise in ETF management further supports its reputation and reliability. The ETF's efficient tracking of the MSCI Brazil Index and its accessibility contribute to its dominant market position. However, smaller and cheaper competitors are slowly gaining traction.
Risk Analysis
Volatility
EWZ exhibits higher volatility compared to developed market ETFs due to the inherent risks associated with emerging markets like Brazil.
Market Risk
EWZ is subject to market risk, including political instability, economic fluctuations, currency risk, and regulatory changes in Brazil.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to the Brazilian stock market and willing to accept emerging market risk are suitable for EWZ.
Market Risk
EWZ is more suitable for long-term investors with a higher risk tolerance, as it provides broad market exposure to Brazilian equities. While active traders may find use for EWZ, the focus should be on long-term growth prospects of Brazilian economy.
Summary
The iShares MSCI Brazil ETF (EWZ) provides broad exposure to the Brazilian stock market, tracking the MSCI Brazil Index. It is managed by BlackRock and offers high liquidity. Its performance is closely tied to the Brazilian economy, making it a suitable investment for those seeking emerging market exposure but comes with inherent risks associated with Brazil. EWZ is best suited for long-term investors willing to accept higher volatility for potential growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- Morningstar
- ETF.com
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual research and consultation with a financial advisor. Market data is subject to change.
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 Brazil 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 a free float-adjusted market capitalization-weighted index designed to measure the performance of the large- and mid- capitalization segments of the equity market in Brazil. The fund is non-diversified.
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