Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
iShares MSCI Europe Small-Cap ETF (IEUS)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: IEUS (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 -13.01% | Avg. Invested days 45 | 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 1.34 | 52 Weeks Range 48.78 - 67.00 | Updated Date 06/30/2025 |
52 Weeks Range 48.78 - 67.00 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares MSCI Europe Small-Cap ETF
ETF Overview
Overview
The iShares MSCI Europe Small-Cap ETF (IEUS) seeks to track the investment results of an index composed of small-capitalization European equities. It provides exposure to a diversified portfolio of small-cap companies across developed European markets.
Reputation and Reliability
iShares, a brand of BlackRock, is a reputable and reliable ETF issuer with a long track record and significant assets under management.
Management Expertise
BlackRock has extensive expertise in managing ETFs and index-tracking funds, with a large team of professionals dedicated to portfolio management and research.
Investment Objective
Goal
To track the investment results of an index composed of small-capitalization European equities.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the MSCI Europe Small Cap Index.
Composition The ETF primarily holds stocks of small-cap companies located in developed European countries.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 337600000
Competitors
Key Competitors
- SCZ
- DFES
- XESM
Competitive Landscape
The competitive landscape consists of other ETFs targeting European small-cap equities. IEUS offers exposure through the MSCI index, while competitors may use different indices or weighting methodologies. iShares benefits from BlackRock's brand and scale, but smaller ETFs might offer niche exposure or lower fees in some cases. IEUS competes with other similar ETFs based on expense ratio, AUM, and tracking error.
Financial Performance
Historical Performance: Historical performance data is readily available from the iShares website and other financial data providers; however, specific numbers are not included here to maintain JSON structure.
Benchmark Comparison: The ETF's performance should be compared to the MSCI Europe Small Cap Index to evaluate its tracking effectiveness.
Expense Ratio: 0.0025
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, which allows for relatively easy entry and exit for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, suggesting good liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
Economic growth in Europe, interest rate policies of the European Central Bank, and geopolitical events can significantly influence the performance of European small-cap equities held by IEUS.
Growth Trajectory
The growth trajectory of IEUS depends on the performance of European small-cap companies, which are influenced by broader economic trends and investor sentiment. There have been no changes to strategy and holdings recently.
Moat and Competitive Advantages
Competitive Edge
iShares' scale and brand recognition give it a competitive edge. The ETF offers broad diversification across European small-cap equities using a well-established index. The low expense ratio makes it an attractive option for cost-conscious investors. The ETF's large AUM contributes to its liquidity and stability. Its well-defined index tracking approach helps it perform effectively.
Risk Analysis
Volatility
The ETF's volatility is expected to be higher than broader European equity ETFs due to the focus on small-cap companies.
Market Risk
The ETF is subject to market risk associated with investments in European equities, including economic downturns, political instability, and currency fluctuations.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to European small-cap equities as part of a diversified portfolio, especially those with a long-term investment horizon.
Market Risk
The ETF is suitable for long-term investors looking for diversified exposure to the European small-cap market. Active traders may also use it for tactical allocations.
Summary
The iShares MSCI Europe Small-Cap ETF offers a simple and cost-effective way to access the European small-cap equity market. Backed by BlackRock, the ETF benefits from robust management and a well-defined index-tracking strategy. Its performance depends heavily on the economic conditions and growth prospects of European small-cap companies. It is suitable for investors with a long-term perspective looking for geographical diversification.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- MSCI
- Financial data providers
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data was unavailable.
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 Europe 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 that captures small-capitalization representation across the 15 developed market countries in Europe.
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.