Morningstar

iShares MSCI Brazil Small-Cap ETF EWZS

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub
  • NAV / 1-Day Return 12.61  /  −1.62 %
  • Total Assets 134.2 Mil
  • Adj. Expense Ratio
    0.590%
  • Expense Ratio 0.590%
  • Distribution Fee Level —
  • Share Class Type —
  • Category Latin America Stock
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 3.66%
  • Turnover 50%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 1:01 AM GMT+0

Morningstar’s Analysis EWZS

Will EWZS outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EWZS’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EWZS management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of EWZS’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin iShares MSCI Brazil Small-Cap ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings EWZS

More EWZS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lojas Renner SA

6.83 9.3 Mil
Consumer Cyclical

ALLOS SA

3.24 4.4 Mil
Real Estate

GPS Participacoes E Empreendimentos SA

2.89 3.9 Mil
Industrials

Metalurgica Gerdau SA Participating Preferred

2.75 3.7 Mil
Basic Materials

Multiplan Empreendimentos Imobiliarios SA

2.73 3.7 Mil
Real Estate

Santos Brasil Participacoes SA

2.71 3.7 Mil
Industrials

Transmissora Alianca de Energia Eletrica SA Ctf de Deposito de Acoes Cons o

2.46 3.3 Mil
Utilities

Brava Energia Ordinary Shares

2.43 3.3 Mil
Energy

Azzas 2154 SA

2.31 3.1 Mil
Consumer Cyclical

Smartfit Escola DE Ginastica E Danca SA Ordinary Shares

2.20 3.0 Mil
Consumer Cyclical

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