IShares Etf Profile

SCZ
 Etf
  

USD 56.76  1.00  1.73%   

Market Performance
6 of 100
Odds Of Distress
Less than 39
IShares MSCI is trading at 56.76 as of the 5th of December 2022; that is -1.73 percent down since the beginning of the trading day. The etf's open price was 57.76. IShares MSCI has about a 39 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for IShares MSCI EAFE are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of May 2022 and ending today, the 5th of December 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 IShares MSCI EAFE

Moving together with IShares MSCI

+0.95SPYSPDR SP 500 TrendingPairCorr

IShares MSCI 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. IShares MSCI's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding IShares MSCI or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
IShares MSCI EAFE generated five year return of -1.0%
This fund maintains 98.53% 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 IShares MSCI's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldOvervalued
IssueriShares
Inception Date2007-12-10
BenchmarkMSCI EAFE Small Cap Index
Entity TypeRegulated Investment Company
Asset Under Management10.86 Billion
Average Trading Valume2.09 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
ExchangeNASDAQ
Number of Constituents2,353
Market MakerVirtu Financial
Total Expense0.39
Management Fee0.39
Nav Price51.59
Two Hundred Day Average57.86
Ytd-29.21%
Average Daily Volume In Three Month2.15M
Fifty Two Week Low47.12
As Of Date25th of October 2022
Average Daily Volume Last 10 Day1.46M
Fifty Two Week High73.96
One Month2.35%
Fifty Day Average51.68
Three Month-9.77%
Beta In Three Year1.17
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. IShares MSCI EAFE at this time have 9.02 B in assets. , while the total return for the last 3 years was -2.14%.
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 (%)

Top IShares MSCI EAFE Constituents

IShares MSCI Target Price Odds Analysis

Based on a normal probability distribution, the odds of IShares MSCI jumping above the current price in 90 days from now is about 6.17%. The IShares MSCI EAFE probability density function shows the probability of IShares MSCI etf to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon the etf has a beta coefficient of 1.0735. This usually implies IShares MSCI EAFE market returns are sensitive to returns on the market. As the market goes up or down, IShares MSCI is expected to follow. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. IShares MSCI EAFE is significantly underperforming NYSE Composite.
  Odds Below 56.76HorizonTargetOdds Above 56.76
93.75%90 days
 56.76 
6.17%
Based on a normal probability distribution, the odds of IShares MSCI to move above the current price in 90 days from now is about 6.17 (This IShares MSCI EAFE probability density function shows the probability of IShares Etf to fall within a particular range of prices over 90 days) .

IShares MSCI Top Holders

IShares MSCI Major Institutional Holders

Institutional Holdings refers to the ownership stake in IShares MSCI that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of IShares MSCI'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 IShares MSCI's value.
InstituionSecurity TypeTotal SharesValue
Zions BancorporationFund Units109K
View IShares MSCI Diagnostics

IShares MSCI EAFE Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. IShares MSCI market risk premium is the additional return an investor will receive from holding IShares MSCI 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 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. Although IShares MSCI's alpha and beta are two of the key measurements used to evaluate IShares MSCI's performance over the market, the standard measures of volatility play an important role as well.

IShares MSCI Against Markets

Picking the right benchmark for IShares MSCI 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 IShares MSCI 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 IShares MSCI is critical whether you are bullish or bearish towards IShares MSCI EAFE at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in IShares MSCI without increasing your portfolio risk or giving up the 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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Invested in IShares MSCI EAFE?

The danger of trading IShares MSCI EAFE 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 IShares MSCI 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 IShares MSCI. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile IShares MSCI EAFE 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 IShares MSCI EAFE information on this page should be used as a complementary analysis to other IShares MSCI'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 ETF Directory module to find actively traded Exchange Traded Funds (ETF) from around the world.

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When running IShares MSCI EAFE price analysis, check to measure IShares MSCI'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 IShares MSCI is operating at the current time. Most of IShares MSCI's value examination focuses on studying past and present price action to predict the probability of IShares MSCI's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move IShares MSCI's price. Additionally, you may evaluate how the addition of IShares MSCI to your portfolios can decrease your overall portfolio volatility.
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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 IShares MSCI value 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.