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Upturn AI SWOT - About
iShares MSCI Brazil Small-Cap ETF (EWZS)
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Upturn Advisory Summary
08/14/2025: EWZS (1-star) is currently NOT-A-BUY. Pass it for now.
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 -10.2% | Avg. Invested days 39 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.1 | 52 Weeks Range 9.02 - 13.28 | Updated Date 06/30/2025 |
52 Weeks Range 9.02 - 13.28 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares MSCI Brazil Small-Cap ETF
ETF Overview
Overview
The iShares MSCI Brazil Small-Cap ETF (EWZS) seeks to track the investment results of a broad-market index composed of small-capitalization Brazilian equities. It offers exposure to a segment of the Brazilian market that is often overlooked, providing potential for higher growth but also higher volatility. The fund's strategy is focused on replicating the performance of the MSCI Brazil Small Cap Index.
Reputation and Reliability
iShares, managed by BlackRock, is a reputable and reliable ETF provider with a long track record in the market.
Management Expertise
BlackRock possesses significant expertise in managing ETFs and tracking various indices globally.
Investment Objective
Goal
The investment goal of EWZS is to track the investment results of the MSCI Brazil Small Cap Index.
Investment Approach and Strategy
Strategy: EWZS aims to replicate the MSCI Brazil Small Cap Index, a market-capitalization-weighted index.
Composition The ETF holds stocks of small-cap companies in Brazil, primarily focusing on sectors like financials, materials, and consumer discretionary.
Market Position
Market Share: EWZS's market share within the Brazil small-cap ETF segment is substantial but it is smaller than EWZ which represents the entire Brazilian market.
Total Net Assets (AUM): 84540000
Competitors
Key Competitors
- EWZ
Competitive Landscape
The Brazilian ETF market is dominated by larger funds like EWZ (iShares MSCI Brazil ETF). EWZS focuses on small-cap companies, offering a more targeted exposure, which may appeal to investors seeking higher growth potential. However, EWZS is riskier than more diversified funds due to its specific focus on smaller companies, it is also significantly smaller than EWZ.
Financial Performance
Historical Performance: Historical performance data should be obtained from financial data providers.
Benchmark Comparison: The ETF's performance should be compared to the MSCI Brazil Small Cap Index to assess tracking effectiveness.
Expense Ratio: 0.0059
Liquidity
Average Trading Volume
EWZS exhibits a moderate average trading volume, sufficient for most investors but potentially less liquid than larger, more diversified ETFs.
Bid-Ask Spread
The bid-ask spread for EWZS varies, but is typically around 0.10%.
Market Dynamics
Market Environment Factors
Economic indicators in Brazil, global market conditions, commodity prices (especially those related to Brazilian exports), and political stability can all affect EWZS's performance.
Growth Trajectory
EWZS's growth trajectory is linked to the performance of Brazilian small-cap companies and investor interest in emerging markets.
Moat and Competitive Advantages
Competitive Edge
EWZS's competitive advantage lies in its focused exposure to Brazilian small-cap stocks, which offer higher growth potential compared to larger companies. Its affiliation with BlackRock's iShares brand provides credibility and trust. The ETF's targeted index provides specific exposure for investors seeking diversification within the Brazilian equity market. It provides niche market focus. It also benefit from iShares well-known reputation.
Risk Analysis
Volatility
EWZS experiences higher volatility than broader market ETFs due to its focus on small-cap companies and emerging market exposure.
Market Risk
EWZS is subject to market risk, currency risk (fluctuations in the Brazilian Real), and political and economic instability in Brazil.
Investor Profile
Ideal Investor Profile
The ideal investor for EWZS is someone with a high-risk tolerance who seeks exposure to the growth potential of Brazilian small-cap companies and is willing to accept greater volatility.
Market Risk
EWZS is more suitable for long-term investors seeking capital appreciation rather than short-term traders seeking quick profits.
Summary
The iShares MSCI Brazil Small-Cap ETF (EWZS) offers targeted exposure to the small-cap segment of the Brazilian equity market. It's managed by BlackRock's iShares, a reputable provider. Its returns are linked to the performance of Brazilian small-cap companies. It's suitable for investors with a high-risk tolerance seeking growth potential in emerging markets, but it comes with increased volatility and market-specific risks. It offers unique focus on Brazil.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a 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 Brazil Small-Cap ETF
Exchange NASDAQ | 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 the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index is a free float-adjusted market capitalization-weighted index designed to measure primarily the performance of equity securities of small capitalization companies listed on stock exchanges in Brazil.
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.