We have qualitatively reviewed this strategy and reaffirmed its Above Average People and Process ratings. The following text is from May 1, 2023.
iShares MSCI EAFE Small-Cap ETF SCZ
Morningstar’s Analysis SCZ
Will SCZ outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 2.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Banco de Sabadell SA | 0.41 | 38.9 Mil | Financial Services |
JPY CASH | 0.35 | 33.1 Mil | Cash and Equivalents |
Trelleborg AB Class B | 0.32 | 30.5 Mil | Industrials |
Ebara Corp | 0.30 | 28.3 Mil | Industrials |
Intermediate Capital Group PLC | 0.29 | 28.1 Mil | Financial Services |
ASICS Corp | 0.28 | 26.7 Mil | Consumer Cyclical |
Nextdc Ltd | 0.26 | 24.8 Mil | Technology |
B&M European Value Retail SA | 0.26 | 24.4 Mil | Consumer Defensive |
Weir Group PLC | 0.25 | 24.3 Mil | Industrials |
Marks & Spencer Group PLC | 0.25 | 23.8 Mil | Consumer Cyclical |