EAFE Small-Cap Etf Profile

HSCZ -  USA Etf  

USD 37.61  0.06  0.16%

EAFE Small-Cap is trading at 37.61 as of the 23rd of October 2021; that is 0.16 percent increase since the beginning of the trading day. The etf's open price was 37.55. EAFE Small-Cap has a very small chance of experiencing financial distress in the next few years but had a somewhat insignificant performance during the last 90 days. Equity ratings for EAFE Small-Cap Curr are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of October 2020 and ending today, the 23rd of October 2021. Click here to learn more.
 Market Performance
4 of 100
  Odds Of Distress
Less than 1
The investment seeks to track the investment results of the MSCI EAFE Small Cap 100 percent Hedged to USD Index composed of small capitalization developed market equities, excluding the U.S. and Canada, while mitigating exposure to fluctuations between the value of the component currencies and the U.S. More on EAFE Small-Cap Curr

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 Curr is unlikely to experience financial distress in the next 2 years
The fund retains 96.38% of its assets under management (AUM) in equities
Legal NameEAFE Small-Cap Curr
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 Currency Hedged MSCI EAFE Small-Cap ETF
Inception Date2015-06-29
BenchmarkMSCI EAFE Small-Cap 100% Hedged to USD Index
Entity TypeRegulated Investment Company
Asset Under Management108.05 Million
Average Trading Valume8,458.4
Asset TypeEquity
CategorySize and Style
FocusLarge 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, Orlando Montalvo, Greg Savage, Alan Mason
Transfer AgentState Street Bank and Trust Company
Fiscal Year End31-Oct
ExchangeNYSE Arca, Inc.
Number of Constituents87.0
Market MakerJane Street
Total Expense0.83
Management Fee0.43
Nav Price36.7
Two Hundred Day Average36.59
Average Daily Volume In Three Month11.37k
Fifty Two Week Low27.68
As Of Date30th of June 2021
Average Daily Volume Last 10 Day7.42k
Fifty Two Week High38.45
One Month0.33%
Fifty Day Average37.53
Three Month3.63%
EAFE Small-Cap Curr [HSCZ] is traded in USA and was established 2015-06-29. The fund is listed under Foreign Small/Mid Blend category and is part of iShares family. EAFE Small-Cap Curr currently have 94.72 M in assets under management (AUM). , while the total return for the last 3 years was 9.4%.
Check EAFE Small-Cap Probability Of Bankruptcy

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 , and the less return is expected.

Top EAFE Small-Cap Curr 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 about 30.57%. The EAFE Small-Cap Curr probability density function shows the probability of EAFE Small-Cap etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days EAFE Small-Cap has a beta of 0.5927. This usually indicates as returns on the market go up, EAFE Small-Cap average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding EAFE Small-Cap Curr will be expected to be much smaller as well. Additionally, the company has an alpha of 0.0312, implying that it can generate a 0.0312 percent excess return over DOW after adjusting for the inherited market risk (beta).
 Odds Down 37.61HorizonTargetOdds Up 37.61 
68.86%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 about 30.57 (This EAFE Small-Cap Curr 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
Capital Wealth Management LlcFund Units27.7 KM
View EAFE Small-Cap Diagnostics

EAFE Small-Cap Curr 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 Curr Technical Analysis

The output start index for this execution was zero with a total number of output elements of sixty-one. EAFE Small-Cap Curr Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe EAFE Small-Cap price patterns. View also all equity analysis or get more info about inverse tangent over price movement math transform indicator.

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 Curr 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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Please check Risk vs Return Analysis. Note that the EAFE Small-Cap Curr 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 Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.

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When running EAFE Small-Cap Curr 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 Curr 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 Curr underlying business (such as 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.