EZU
iShare MSCI Eurozone ETF of ISHARES INC.
📎 Investment Objective
The iShares MSCI Eurozone ETF (EZU) seeks to track the investment results of an index composed of large- and mid-capitalization equities from developed market countries in the Eurozone.
Overview
ETF tracking iShare MSCI Eurozone ETF of ISHARES INC.
Performance
Price Chart
Investment Summary
📎 Investment Objective
The iShares MSCI Eurozone ETF (EZU) seeks to track the investment results of an index composed of large- and mid-capitalization equities from developed market countries in the Eurozone.
🎯 Investment Strategy
The ETF employs a passively managed, index-based approach, investing in a representative sample of securities included in the MSCI EMU Index. It aims to provide exposure to the overall performance of the Eurozone equity market.
✨ Key Features
- Broad exposure to large- and mid-cap stocks across Eurozone countries
- Passively managed, index-tracking strategy
- Low expense ratio of 0.00%
- Suitable for investors seeking exposure to the Eurozone equity market
⚠️ Primary Risks
- Market risk: The value of the ETF's holdings may decline due to general market and economic conditions
- Currency risk: As the fund invests in non-U.S. securities, it is subject to risks associated with fluctuations in foreign currencies
- Concentration risk: The fund's performance may be more volatile due to its focus on the Eurozone region
- Liquidity risk: The ETF may experience lower trading volumes, making it difficult to buy or sell shares at desired prices
👤 Best For
This ETF may be suitable for investors seeking broad exposure to the Eurozone equity market as part of a diversified portfolio. It may be particularly appealing to those with a long-term investment horizon and a moderate risk tolerance.
Top Holdings
| Rank | Ticker | Name | Weight | Sector |
|---|---|---|---|---|
| 1 | ASML | ASML HOLDING NV | 5.63% | Information Technology |
| 2 | SAP | SAP | 3.70% | Information Technology |
| 3 | SIE | SIEMENS N AG | 2.80% | Industrials |
| 4 | MC | LVMH | 2.58% | Consumer Discretionary |
| 5 | SAN | BANCO SANTANDER SA | 2.31% | Financials |
| 6 | ALV | ALLIANZ | 2.28% | Financials |
| 7 | SU | SCHNEIDER ELECTRIC | 2.09% | Industrials |
| 8 | AIR | AIRBUS GROUP | 2.03% | Industrials |
| 9 | TTE | TOTALENERGIES | 1.87% | Energy |
| 10 | IBE | IBERDROLA SA | 1.85% | Utilities |
| 11 | SAF | SAFRAN SA | 1.79% | Industrials |
| 12 | BBVA | BANCO BILBAO VIZCAYA ARGENTARIA SA | 1.77% | Financials |
| 13 | AI | LAIR LIQUIDE SOCIETE ANONYME POUR | 1.63% | Materials |
| 14 | SAN | SANOFI SA | 1.62% | Health Care |
| 15 | EL | ESSILORLUXOTTICA SA | 1.56% | Health Care |