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iShares Europe ETF (IEV)



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Upturn Advisory Summary
07/08/2025: IEV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit -6.54% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta 1.12 | 52 Weeks Range 50.39 - 63.47 | Updated Date 06/30/2025 |
52 Weeks Range 50.39 - 63.47 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares Europe ETF
ETF Overview
Overview
The iShares Europe ETF (IEV) provides exposure to a broad range of companies in developed European countries, offering diversification across various sectors and market capitalizations. It aims to provide investment results that correspond to the price and yield performance of the S&P Europe 350 Index. The fund employs a replication strategy, holding all or substantially all of the component securities of its underlying index. It targets exposure to large and mid-sized European companies.
Reputation and Reliability
iShares, a part of BlackRock, is a leading provider of ETFs with a strong reputation for reliability and innovation in the ETF market. BlackRock is one of the world's largest asset managers.
Management Expertise
BlackRock's iShares benefits from extensive experience and expertise in managing index-tracking and actively managed investment products. Their team has significant experience in European markets and portfolio management.
Investment Objective
Goal
To provide investment results that correspond to the price and yield performance of the S&P Europe 350 Index.
Investment Approach and Strategy
Strategy: The ETF tracks the S&P Europe 350 Index, employing a replication strategy. This involves holding all or substantially all of the securities in the index.
Composition The ETF primarily holds stocks of large and mid-cap companies located in developed European countries.
Market Position
Market Share: IEV holds a considerable market share in the European equity ETF category, but faces competition from other similar funds.
Total Net Assets (AUM): 1670000000
Competitors
Key Competitors
- VGK
- FEZ
- EZU
Competitive Landscape
The European equity ETF market is competitive, with several large players offering similar exposure. IEV's advantages include its well-established brand and liquid trading, while its disadvantages may include a slightly higher expense ratio compared to some competitors. Competitors offer similar exposure but may have different weightings or underlying indexes, potentially affecting performance.
Financial Performance
Historical Performance: Historical performance varies depending on the period, influenced by European economic conditions and market cycles. Five-year annualized return data is available from fund provider websites.
Benchmark Comparison: The ETF's performance should closely track the S&P Europe 350 Index. Tracking error can occur due to fund expenses and replication differences.
Expense Ratio: 0.16
Liquidity
Average Trading Volume
The average trading volume for IEV is relatively high, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread for IEV is typically tight, reflecting its high trading volume.
Market Dynamics
Market Environment Factors
European economic growth, interest rates, currency fluctuations (EUR/USD), and geopolitical events all significantly impact IEV's performance.
Growth Trajectory
Growth trends depend on the European economy and the overall performance of the companies included in the S&P Europe 350 Index. Holdings may change based on the underlying index methodology.
Moat and Competitive Advantages
Competitive Edge
IEV benefits from the strong brand recognition and distribution network of iShares/BlackRock. The fund's size and liquidity make it attractive to large institutional investors. Its strategy of tracking a well-known index provides transparency and predictability. The broad diversification within the European market also reduces concentration risk. Finally, the established reputation reduces investor uncertainty.
Risk Analysis
Volatility
IEV's volatility is generally comparable to that of the broader European equity market. Past volatility is not an indicator of future volatility.
Market Risk
The ETF is subject to market risk, including economic downturns, political instability, and currency fluctuations specific to Europe. Sector-specific risks within the European market also apply.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking broad exposure to European equities as part of a diversified portfolio.
Market Risk
IEV is suitable for long-term investors seeking to gain exposure to the European market. It can also be used by active traders for tactical asset allocation.
Summary
iShares Europe ETF (IEV) offers a convenient way to invest in the developed European equity market by tracking the S&P Europe 350 Index. Its low expense ratio and high liquidity make it a cost-effective choice for gaining broad exposure to large- and mid-cap European companies. Performance will depend on the overall health of the European economy and the success of the companies it holds. Investors should be aware of the currency risk and potential market volatility associated with international investing. IEV provides a valuable tool for portfolio diversification and strategic asset allocation.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares official website
- Morningstar
- Bloomberg
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and a thorough understanding of the risks involved. Past performance is not indicative of future results.
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 Europe ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The index measures the performance of the securities of leading companies in the following countries: Austria, Belgium, Denmark, Finland, Germany, Ireland, Italy, Luxembourg, the Netherlands, Norway, Portugal, Spain, Sweden and Switzerland). 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.

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