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Upturn AI SWOT - About
iShares MSCI South Africa ETF (EZA)
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Upturn Advisory Summary
10/24/2025: EZA (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 4.61% | Avg. Invested days 57 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.26 | 52 Weeks Range 39.19 - 54.29 | Updated Date 06/30/2025 |
52 Weeks Range 39.19 - 54.29 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares MSCI South Africa ETF
ETF Overview
Overview
The iShares MSCI South Africa ETF (EZA) seeks to track the investment results of the MSCI South Africa Index, providing exposure to South African equities. It focuses on large and mid-sized companies in South Africa, offering investors a way to participate in the South African economy. The ETF employs a representative sampling strategy.
Reputation and Reliability
iShares is a well-established and reputable ETF provider with a long track record in the market.
Management Expertise
iShares benefits from the extensive investment management expertise of BlackRock, a global leader in asset management.
Investment Objective
Goal
To track the investment results of the MSCI South Africa Index.
Investment Approach and Strategy
Strategy: The ETF uses a 'representative sampling' strategy to achieve its investment objective, holding a selection of securities that, in the aggregate, approximate the full Index in terms of key characteristics.
Composition The ETF holds primarily stocks of South African companies across various sectors.
Market Position
Market Share: EZA's market share is relatively concentrated due to the limited number of dedicated South Africa ETFs.
Total Net Assets (AUM): 22574631
Competitors
Key Competitors
- FLZA
Competitive Landscape
The competitive landscape is limited with few funds dedicated to South Africa. EZA benefits from greater AUM and liquidity, but FLZA may provide a lower expense option.
Financial Performance
Historical Performance: Historical performance data can be obtained from financial websites. Note that the performance is subject to market risks and currency fluctuations.
Benchmark Comparison: The ETF's performance should be compared to the MSCI South Africa Index to assess tracking effectiveness.
Expense Ratio: 0.59
Liquidity
Average Trading Volume
The ETF generally has moderate average trading volume, which may affect the ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread is typically narrow, indicating relatively efficient trading.
Market Dynamics
Market Environment Factors
Economic conditions in South Africa, global market sentiment, commodity prices, and currency fluctuations influence the ETF's performance.
Growth Trajectory
Growth is tied to South Africa's economic performance and global investor appetite for emerging market exposure.
Moat and Competitive Advantages
Competitive Edge
EZA benefits from the brand recognition and distribution network of iShares/BlackRock. Its established presence and relatively higher AUM provide a liquidity advantage. However, smaller ETFs might differentiate themselves with lower expense ratios. The key is tracking the index efficiently while managing costs.
Risk Analysis
Volatility
The ETF's volatility is linked to the volatility of South African equities and emerging markets in general.
Market Risk
Specific risks include political instability in South Africa, currency risk (Rand/USD exchange rate), and commodity price fluctuations.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to the South African equity market for diversification purposes.
Market Risk
Suitable for investors with a moderate to high risk tolerance, seeking long-term growth and portfolio diversification in emerging markets.
Summary
iShares MSCI South Africa ETF (EZA) offers exposure to South African equities by tracking the MSCI South Africa Index. Its performance is tied to South Africa's economic health and global market conditions. While EZA enjoys the advantages of being issued by iShares, investors should consider the associated risks, including political and currency volatility. Investors should also compare it to alternatives like FLZA and ensure it meets their risk tolerance, investment timeframe and diversification needs. EZA is suitable for investors seeking targeted exposure to the South African equity market within their broader portfolio strategy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- MSCI Index Fact Sheet
- Financial data providers (e.g., Yahoo Finance, 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 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 South Africa 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 equity market in South Africa. The underlying index uses a capping methodology that limits the weight of any single "group entity" to a maximum of 25% of the underlying index weight. 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.