Ishares Msci Eafe Etf Profile
| SCZ Etf | USD 62.97 0.38 0.61% |
Performance0 of 100
| Odds Of DistressLess than 9
|
IShares MSCI is trading at 62.97 as of the 28th of November 2024; that is 0.61 percent increase since the beginning of the trading day. The etf's open price was 62.59. IShares MSCI has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Note, on May 6, 2024, Senator John Boozman of US Senate acquired $15k to $50k worth of iShares MSCI EAFE's common stock.
The fund generally will invest at least 80 percent 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. More on iShares MSCI EAFE
Moving together with IShares Etf
| 0.9 | VSS | Vanguard FTSE All | PairCorr |
| 0.98 | GWX | SPDR SP International | PairCorr |
| 0.94 | ISCF | iShares MSCI Intl | PairCorr |
| 0.97 | DFIS | Dimensional ETF Trust | PairCorr |
Moving against IShares Etf
IShares Etf Highlights
| Thematic Ideas | (View all Themes) |
| Old Names | [STANDARD CHARTERED BANK ZAMBIA PLC, iShares Trust - iShares MSCI EAFE Small-Cap ETF] |
| Business Concentration | Small Cap ETFs, Size And Style ETFs, Foreign Small/Mid Blend, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2007-12-10 |
| Benchmark | MSCI EAFE Small Cap Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 8.48 Billion |
| Average Trading Valume | 1.28 Million |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Small Cap |
| Market Concentration | Developed Markets |
| Region | Developed Markets |
| Administrator | State Street Bank and Trust Company |
| Advisor | BlackRock Fund Advisors |
| Custodian | State Street Bank and Trust Company |
| Distributor | BlackRock Investments, LLC |
| Portfolio Manager | Diane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Jul |
| Exchange | NASDAQ |
| Number of Constituents | 2,114 |
| Market Maker | Flow Traders |
| Total Expense | 0.4 |
| Management Fee | 0.39 |
| Country Name | USA |
| Returns Y T D | 2.58 |
| Name | iShares MSCI EAFE Small-Cap ETF |
| Currency Code | USD |
| Open Figi | BBG000T1G7X6 |
| In Threey Volatility | 19.49 |
| 1y Volatility | 16.78 |
| 200 Day M A | 63.4246 |
| 50 Day M A | 64.7836 |
| Code | SCZ |
| Updated At | 27th of November 2024 |
| Currency Name | US Dollar |
iShares MSCI EAFE [SCZ] is traded in USA and was established 2007-12-10. The fund is classified under Foreign Small/Mid Blend category within iShares family. The entity is thematically classified as Small Cap ETFs. iShares MSCI EAFE at this time have 9.02 B in assets. , while the total return for the last 3 years was -1.8%.
Check IShares MSCI Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares MSCI EAFE Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
iShares MSCI EAFE Currency Exposure
iShares MSCI EAFE holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of IShares MSCI will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in iShares MSCI EAFE.
Top iShares MSCI EAFE Etf Constituents
| AALBF | Aalberts NV | Pink Sheet | Specialty Industrial Machinery | |
| TMNSF | Temenos AG | Pink Sheet | Software—Application | |
| AER | AerCap Holdings NV | Stock | Industrials | |
| ARGX | argenx NV ADR | Stock | Health Care | |
| ASM | Avino Silver Gold | Stock | Materials | |
| AUKUF | ams AG | Pink Sheet | Semiconductors | |
| LOGN | Logansport Financial Corp | OTC Stock | Financials | |
| GLPG | Galapagos NV ADR | Stock | Health Care |
IShares MSCI Top Holders
| LPVAX | Blackrock Lifepath Dynamic | Mutual Fund | Target-Date 2055 | |
| LPVIX | Blackrock Lifepath Dynamic | Mutual Fund | Target-Date 2055 | |
| LPJIX | Blackrock Lifepath Dynamic | Mutual Fund | Target-Date 2035 | |
| LPREX | Blackrock Lifepath Dynamic | Mutual Fund | Target-Date 2040 | |
| LPRDX | Blackrock Lifepath Dynamic | Mutual Fund | Target-Date 2030 | |
| LPSGX | Blackrock Lifepath Dynamic | Mutual Fund | Target-Date 2050 | |
| LPRKX | Blackrock Lifepath Dynamic | Mutual Fund | Target-Date 2040 | |
| LEJKX | Blackrock Lifepath Esg | Mutual Fund | Target-Date 2035 |
iShares MSCI EAFE Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares MSCI. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | (0.07) | |||
| Jensen Alpha | (0.14) | |||
| Total Risk Alpha | (0.22) | |||
| Treynor Ratio | (0.19) |
IShares MSCI Against Markets
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in iShares MSCI EAFE. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.
The market value of iShares MSCI EAFE is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares MSCI's value that differs from its market value or its book value, called intrinsic value, which is IShares MSCI's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares MSCI's market value can be influenced by many factors that don't directly affect IShares MSCI's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares MSCI's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares MSCI is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares MSCI's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.