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Upturn AI SWOT - About
iShares MSCI South Africa ETF (EZA)
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Upturn Advisory Summary
08/14/2025: 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 -7.49% | Avg. Invested days 50 | 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 08/14/2025 |
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 a broad-based index composed of South African equities. It provides exposure to a range of South African companies, primarily in the financials, materials, and consumer discretionary sectors. The fund uses a representative sampling strategy, which means it may not hold all of the securities in the index but aims to achieve similar results.
Reputation and Reliability
iShares is a well-established and reputable ETF provider, known for its wide range of investment products and generally reliable tracking of underlying indices.
Management Expertise
BlackRock, the parent company of iShares, has extensive experience and expertise in managing ETFs and index funds.
Investment Objective
Goal
To track the investment results of a broad-based index composed of South African equities.
Investment Approach and Strategy
Strategy: The ETF aims to track the MSCI South Africa Index.
Composition Primarily holds stocks of South African companies across various sectors.
Market Position
Market Share: Data unavailable to provide an accurate market share.
Total Net Assets (AUM): 25628988
Competitors
Key Competitors
Competitive Landscape
The competitive landscape is limited due to the focus on South African equities. EZA offers access to South African market performance, however, it is subject to political and economic risk in South Africa.
Financial Performance
Historical Performance: Historical performance data unavailable for direct inclusion but can be sourced from financial data providers.
Benchmark Comparison: The ETF's performance is measured against the MSCI South Africa Index.
Expense Ratio: 0.59
Liquidity
Average Trading Volume
The average trading volume provides an insight into the ETFu2019s ease of trading, with higher volumes indicating greater liquidity.
Bid-Ask Spread
The bid-ask spread reflects the difference between the highest price a buyer is willing to pay and the lowest price a seller is willing to accept, offering insight into trading costs.
Market Dynamics
Market Environment Factors
The ETF's performance is influenced by South African economic growth, political stability, commodity prices (especially precious metals), and global market conditions.
Growth Trajectory
Growth depends on the performance of the South African economy and the underlying companies in the MSCI South Africa Index. Changes in strategy or holdings are dependent on index reconstitution.
Moat and Competitive Advantages
Competitive Edge
EZA's competitive edge lies in its targeted exposure to the South African equity market, offering investors a convenient and liquid way to access this specific geographic region. iShares' strong brand reputation and extensive ETF management expertise further enhance its appeal. However, EZA lacks a substantial moat due to the ease with which similar products could be created, limiting its long-term sustainable competitive advantage. Its investment strategy focuses on replicating the MSCI South Africa Index, thus offering a passive exposure.
Risk Analysis
Volatility
Historical volatility can be assessed by looking at the ETF's standard deviation and beta, reflecting price fluctuations over time.
Market Risk
The ETF is exposed to market risk associated with South African equities, including currency risk (ZAR/USD), political risk, and economic instability.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to the South African equity market as part of a diversified portfolio.
Market Risk
Suitable for long-term investors and those implementing geographic diversification strategies.
Summary
The iShares MSCI South Africa ETF (EZA) offers targeted exposure to the South African equity market, appealing to investors seeking international diversification. Its performance is tied to the South African economy and market conditions. The ETFu2019s expense ratio is a relevant factor for investors to consider, and its liquidity allows for easy trading. However, EZA is subject to the risks associated with investing in emerging markets, including political and economic instability. Investors should carefully assess their risk tolerance and investment objectives before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares official website
- Financial data providers
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investing in ETFs involves risk, including the potential loss of principal.
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.
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