Blackrock Brazil ETF | EWZ

High RiskEquity
Blackrock Brazil ETF
Issued by:iShares by Blackrock
Index : AMEX
Unit Price (NAV) :
$
Minimum investment: 3 units
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Blackrock Brazil ETF | EWZ

Blackrock Brazil ETF | EWZ

About EWZ ETF

Overview:
The iShares by BlackRock Brazil ETF (EWZ) is a segment powerhouse and allows market like exposure to large and mid-sized companies in Brazil and is managed by BlackRock that has a total AUM of $6.28T.

EWZ is an exchange-traded fund incorporated in the USA in July 2000. EWZ delivers outstanding, market like exposure to the Brazillian stock market. It is tilted towards small cap but performs almost like the benchmark.

About the Fund Manager:
Founded in 1988, Blackrock is the largest asset manager in the world managing $6.28T. BlackRock operates globally with 70 offices in 30 countries and clients in 100 countries. Due to its power and the sheer size and scope of its financial assets and activities, BlackRock has been called the world's largest shadow bank.

Investment Strategy:
The ETF seeks to track the investment results of an index composed of a broad range of companies in Brazil.

Sector:
EWZ has invested in Financials (28%), Basic Materials (21%), Consumer Non-Cyclical (12%), Energy (11%), and Industrials (6%).

Geography:
EWZ has invested in Brazil (89%), Belgium (4%), United States (2%), France (2%) and Spain (2%).

Recommended for:
Growth

According to ETFdb.com, "For investors seeking investment in the nation, EWZ is one of many options and offers the broadest exposure to the country's large cap segment."

Additional Information:
1. Fund Factsheet
2. The Numbers Support Brazil ETFs
3. Top 4 Brazil ETFs

How did we identify this ETF:
A complete pool of 2100+ ETFs is screened on various qualitative and quantitative parameters to evaluate efficiency, tradability and fit. The metrics used were alpha, beta and R - squared with respect to the segment benchmark and ETF specific metrics such as expense ratio, drawdown, volatility and the overall rating. We evaluate all ETFs and assign a composite score based on our analysis and then select the top ones in a category based on that comprehensive score by the inhouse research / quant analysts team. The fund has massive trading volume and tight spreads, while good tracking means that holding costs are typically in line with the headline fee. The fund carries a huge asset base and long track record too. In short, EWZ is the best choice for investors looking for relatively cheap, neutral exposure to Brazil. The strategy is rebalanced on a quarterly basis with the rebalancing mechanism being determined by an algorithm that takes into account the overall performance of the strategy so far.

Returns

EWZ Charts
Lifetime-8.21%p.a.
52 Week High: $|52 Week Low: $
PerformanceYTD1Y3Y5Y10Y
Blackrock Brazil ETF-9.47%33.43%-4.74%7.27%-5.83%

Asset Class

Asset type breakdown
Stock non-US99.42%
Cash0.58%

EWZ Holdings - Top 10

NameiWeightage (%)
Vale S.A17.78%
Itaú Unibanco Holding S.A6.15%
Banco Bradesco S.A5.03%
B3 S.A. - Brasil, Bolsa, Balcão4.44%
Petróleo Brasileiro S.A. - Petrobras4.05%
Magazine Luiza S.A3.86%
WEG S.A3.61%
Ambev S.A3.26%
Suzano S.A3.15%

EWZ Sectors/Industry Breakdown

Sectori% of market value
Basic Materials26.10%
Financial Services24.59%
Energy11.80%
Consumer Defensive8.88%
Consumer Cyclicals8.30%
Industrials7.77%
Utilities5.56%
Healthcare4.71%
Communication Services1.78%
Technology0.52%

EWZ Countries

Countryi% of market value
Latin America100%

Projected Returns

Investment ofper month
gives returns of :
at -2.50% / annum
$in 10 years
amount
for a time period of
time1Y3Y5Y10Y
Returnsbased on historic SIP returns of -2.50% per annum
$
$
$- 2.50

EWZ Summary Data

Total Net Assets $i
Average Mkt Cap Mil $i
Symbol EWZ
Exchange ARCX
ISIN US4642864007
Cat. Benchmark MSCI ACWI Ex USA NR USD
Asset class Equity
Category Latin America Stock
Country US

EWZ Portfolio Data & Volatility Analysis

Net Expense Ratio 0.59i
Beta 1.54i
Valuations Rates Portfolio PE 8.67351i
3 Year Standard Deviation 40.05i

Fund Strategy

The investment seeks to track the investment results of the MSCI Brazil 25/50 Index. The fund invests at least 95% of its assets in the securities of its underlying index and in depositary receipts representing securities in its underlying index. The index, consists of stocks traded primarily on B3 (the largest Brazilian exchange), is a free float-adjusted market capitalization-weighted index with a capping methodology applied to issuer weights so that no single issuer of a component exceeds 25% of the underlying index weight, and all issuers with weight above 5% do not cumulatively exceed 50% of the underlying index weight.

EWZ Fact Sheets & Reports

About iShares by Blackrock

"iShares" is a gathering of ETFs managed by Blackrock. Blackrock is an American investment management corporation founded in 1988. Some iShares ETFs are actively managed but most funds track a bond or share market index.

Blackrock Brazil ETF | EWZ