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Upturn AI Summary
iShares MSCI EAFE Small-Cap ETF(SCZ)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SCZ
11/06/2026: SCZ (2-star) is currently NOT-A-BUY. Pass it for now.
The iShares MSCI EAFE Small-Cap ETF (SCZ) provides diversified exposure to thousands of small-capitalization companies in developed markets outside North America. As one of the largest and most liquid funds in its category, it offers a reliable, low-cost way to capture growth in foreign small-cap stocks. While it serves as an excellent tool for geographic and size-based diversification, investors should be mindful of its inherent volatility, currency risk, and sensitivity to global economic health. It is best suited for investors with a long-term horizon who are comfortable with the risks of international small-cap equity markets.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | International small-caps offer higher long-term growth potential compared to domestic large-caps. |
| Momentum investor | Strong fit while signal remains positive | The fund can capture strong momentum in foreign small-cap stocks during cyclical economic expansions. |
| Value investor | Mixed fit | Small-caps often trade at different valuation multiples than large-caps, though this is not a pure value-factor fund. |
| Dividend/Income investor | Mixed fit | While many holdings pay dividends, the primary goal is capital appreciation rather than high-yield income generation. |
| Low-risk investor | Weak fit | Small-cap volatility and currency exposure make this unsuitable for conservative, capital-preservation-focused investors. |
Investor Profile
Ideal Investor Profile
Investors seeking to diversify their portfolio beyond large-cap stocks and U.S. markets with a long-term time horizon.
Suitability
Best suited for long-term investors looking for a core satellite position in international small-cap equities.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Small-cap stocks historically experience greater price swings than larger companies. |
| Market risk | Medium / high | General global economic downturns typically have a magnified impact on small-cap equities. |
| Concentration | Medium | While geographically diversified, the fund is concentrated in specific foreign market small-cap factors. |
| Tracking/expense | Low | BlackRock's efficient management keeps tracking error minimal relative to the index. |
| Liquidity | Low | The ETF itself is very liquid, though individual underlying small-cap stocks may occasionally face liquidity constraints. |
| Business/sector quality | Medium | Smaller firms often have less diversified revenue streams and shorter track records than large multinationals. |
Risk Analysis
Volatility
SCZ displays higher historical volatility than large-cap international indices, typical for the small-cap segment.
Market Risk
Risks include currency fluctuations, foreign geopolitical instability, and higher sensitivity to global economic growth.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Japan | 25 | Japan represents the largest single-country allocation, providing significant exposure to its small-cap corporate sector. |
| Geography | United Kingdom | 18 | The UK provides exposure to a variety of small-cap industrial and financial firms within the developed European market. |
| Geography | Germany | 10 | German holdings offer access to a strong manufacturing and engineering base within the small-cap segment. |
| Geography | Australia | 9 | Australia provides exposure to resource-linked and domestic small-cap companies in the Pacific region. |
| Geography | Other Developed Markets | 38 | Diversification across smaller developed economies reduces single-country risk within the international small-cap portfolio. |
Analysis of Past Performance
Type ETF | Historic Profit 8.83% | Avg. Invested days 60 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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