EAFE Small-Cap Etf Profile


USD 54.81  0.53  0.96%   

Market Performance
0 of 100
Odds Of Distress
Less than 50
EAFE Small-Cap is trading at 54.81 as of the 29th of June 2022; that is -0.96 percent down since the beginning of the trading day. The etf's open price was 55.34. EAFE Small-Cap has 50 percent odds of going through some form of financial distress in the next two years and has generated negative returns to investors over the last 90 days. Equity ratings for EAFE Small-Cap Ishares are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of April 2022 and ending today, the 29th of June 2022. Click here to learn more.
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 EAFE Small-Cap Ishares

Moving together with EAFE Small-Cap

0.69PGProcter Gamble Fiscal Year End 29th of July 2022 PairCorr
0.83CSCOCisco Systems Fiscal Year End 17th of August 2022 PairCorr
0.63HPQHp Inc Fiscal Year End 22nd of November 2022 PairCorr
0.94BACBank Of America Earnings Call  In Two WeeksPairCorr

EAFE Small-Cap Etf Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. EAFE Small-Cap's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding EAFE Small-Cap or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
EAFE Small-Cap generated a negative expected return over the last 90 days
EAFE Small-Cap has high likelihood to experience some financial distress in the next 2 years
The fund maintains 98.38% of its assets in stocks
CEOAndrew Okai
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of EAFE Small-Cap's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
DescriptioniShares MSCI EAFE Small-Cap ETF
Inception Date2007-12-10
BenchmarkMSCI EAFE Small Cap Index
Entity TypeRegulated Investment Company
Asset Under Management10.61 Billion
Average Trading Valume1.8 Million
Asset TypeEquity
CategorySize and Style
FocusSmall Cap
Market ConcentrationDeveloped Markets
RegionDeveloped Markets
AdministratorState Street Bank and Trust Company
AdvisorBlackRock Fund Advisors
CustodianState Street Bank and Trust Company
DistributorBlackRock Investments, LLC
Portfolio ManagerDiane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason
Transfer AgentState Street Bank and Trust Company
Fiscal Year End31-Dec
Number of Constituents2,400
Market MakerVirtu Financial
Total Expense0.39
Management Fee0.39
Nav Price59.27
Two Hundred Day Average68.88
Average Daily Volume In Three Month2.19M
Fifty Two Week Low53.88
As Of Date11th of May 2022
Average Daily Volume Last 10 Day1.96M
Fifty Two Week High79.23
One Month-10.29%
Fifty Day Average60.47
Three Month-15.18%
EAFE Small-Cap Ishares [SCZ] is traded in USA and was established 2007-12-10. The fund is classified under Foreign Small/Mid Blend category within iShares family. EAFE Small-Cap Ishares at this time have 12 B in assets. , while the total return for the last 3 years was 3.08%.
Check EAFE Small-Cap 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 EAFE Small-Cap Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding EAFE Small-Cap 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 EAFE Small-Cap Ishares 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.

EAFE Small-Cap Ishares Currency Exposure (%)

Top EAFE Small-Cap Ishares Constituents

EAFE Small-Cap Target Price Odds Analysis

What are EAFE Small-Cap's target price odds to finish over the current price? Based on a normal probability distribution, the odds of EAFE Small-Cap jumping above the current price in 90 days from now is more than 94.0%. The EAFE Small-Cap Ishares probability density function shows the probability of EAFE Small-Cap etf to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon EAFE Small-Cap has a beta of 0.8602. This usually implies EAFE Small-Cap Ishares market returns are sensitive to returns on the market. As the market goes up or down, EAFE Small-Cap is expected to follow. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. EAFE Small-Cap Ishares is significantly underperforming DOW.
  Odds Below 54.81HorizonTargetOdds Above 54.81
6.33%90 days
Based on a normal probability distribution, the odds of EAFE Small-Cap to move above the current price in 90 days from now is more than 94.0 (This EAFE Small-Cap Ishares probability density function shows the probability of EAFE Small-Cap Etf to fall within a particular range of prices over 90 days) .

EAFE Small-Cap Top Holders

EAFE Small-Cap Major Institutional Holders

Institutional Holdings refers to the ownership stake in EAFE Small-Cap that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of EAFE Small-Cap's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing EAFE Small-Cap's value.
InstituionSecurity TypeTotal SharesValue
Jones Financial Companies LllpFund Units30.7 MB
View EAFE Small-Cap Diagnostics

EAFE Small-Cap Ishares Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. EAFE Small-Cap market risk premium is the additional return an investor will receive from holding EAFE Small-Cap long position in a well-diversified portfolio. 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 EAFE Small-Cap. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although EAFE Small-Cap's alpha and beta are two of the key measurements used to evaluate EAFE Small-Cap's performance over the market, the standard measures of volatility play an important role as well.

EAFE Small-Cap Ishares Technical Analysis

The output start index for this execution was zero with a total number of output elements of sixty-one. EAFE Small-Cap Ishares Sinh Values Of Price Series is a hyperbolic price transformation function.

EAFE Small-Cap Against Markets

Picking the right benchmark for EAFE Small-Cap etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in EAFE Small-Cap etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for EAFE Small-Cap is critical whether you are bullish or bearish towards EAFE Small-Cap Ishares at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in EAFE Small-Cap without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Investing EAFE Small-Cap Ishares

You need to understand the risk of investing before taking a position in EAFE Small-Cap. The danger of trading EAFE Small-Cap Ishares is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of EAFE Small-Cap is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than EAFE Small-Cap. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile EAFE Small-Cap Ishares is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Additionally, take a look at World Market Map. Note that the EAFE Small-Cap Ishares information on this page should be used as a complementary analysis to other EAFE Small-Cap's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.

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When running EAFE Small-Cap Ishares price analysis, check to measure EAFE Small-Cap's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy EAFE Small-Cap is operating at the current time. Most of EAFE Small-Cap's value examination focuses on studying past and present price action to predict the probability of EAFE Small-Cap's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move EAFE Small-Cap's price. Additionally, you may evaluate how the addition of EAFE Small-Cap to your portfolios can decrease your overall portfolio volatility.
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The market value of EAFE Small-Cap Ishares is measured differently than its book value, which is the value of EAFE Small-Cap that is recorded on the company's balance sheet. Investors also form their own opinion of EAFE Small-Cap's value that differs from its market value or its book value, called intrinsic value, which is EAFE Small-Cap'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 EAFE Small-Cap's market value can be influenced by many factors that don't directly affect EAFE Small-Cap'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 EAFE Small-Cap's value and its price as these two are different measures arrived at by different means. Investors typically determine EAFE Small-Cap value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, EAFE Small-Cap'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.