iShares MSCI United Kingdom ETF (EWU)

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34.63 -0.21  -0.60% NYSE Arca Sep 25, 13:08 Delayed 2m USD
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EWU Price Chart

EWU Key Stats

EWU Performance

  Total Return (Price) Total Return (NAV) Cat. Total Return (NAV) % Rank in Cat. (NAV)
1M 4.41% 4.37% -- --
3M 5.77% 5.96% -- --
6M 9.60% 10.15% -- --
1Y 13.28% 12.96% -- --
3Y -0.91% -0.73% -- --
5Y 3.76% 3.83% -- --
10Y 0.26% 0.30% -- --
As of Sept. 22, 2017. Returns for periods of 1 year and above are annualized.

EWU Asset Allocation

Type % Net % Long % Short
Cash 1.13% 1.14% 0.01%
Stock 98.41% 98.41% 0.00
Bond 0.00 0.00 0.00
Convertible 0.00 0.00 0.00
Preferred 0.00 0.00 0.00
Other 0.46% 0.46% 0.00
As of Sept. 21, 2017

EWU Region Exposure

Americas 2.48%
North America 2.48%
Latin America 0.00
Greater Europe 97.52%
United Kingdom 96.48%
Europe Developed 1.05%
Europe Emerging 0.00
Africa/Middle East 0.00
Greater Asia 0.00
Japan 0.00
Australasia 0.00
Asia Developed 0.00
Asia Emerging 0.00
Market Classification
% Developed Markets 100.0%
% Emerging Markets 0.00
As of Sept. 21, 2017. Region breakdown data is calculated by using the long position holdings of the portfolio.

EWU Stock Sector Exposure

Basic Materials 8.94%
Communication Services 4.90%
Consumer Cyclical 8.59%
Consumer Defensive 18.49%
Energy 14.81%
Financial Services 21.72%
Healthcare 9.94%
Industrials 6.06%
Real Estate 1.33%
Technology 1.60%
Utilities 3.64%
As of Sept. 21, 2017

EWU Stock Market Capitalization

Giant 65.29%
Large 23.42%
Medium 11.23%
Small 0.06%
Micro 0.00
As of Sept. 21, 2017

EWU Stock Style Exposure

Large Cap Value 45.03%
Large Cap Blend 15.98%
Large Cap Growth 27.70%
Mid Cap Value 4.93%
Mid Cap Blend 4.11%
Mid Cap Growth 2.19%
Small Cap Value 0.00
Small Cap Blend 0.06%
Small Cap Growth 0.00
As of Sept. 21, 2017
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EWU Top 10 Holdings

Symbol Name % Weight Price % Chg
HBCYF HSBC Holdings PLC 7.60% -- --
BTAFF British American Tobacco PLC 5.51% -- --
RYDAF Royal Dutch Shell PLC Class A 5.09% -- --
BPAQF BP PLC 4.79% -- --
RYDBF Royal Dutch Shell PLC B 4.36% -- --
GLAXF GlaxoSmithKline PLC 3.79% -- --
DGEAF Diageo PLC 3.20% -- --
AZNCF AstraZeneca PLC 3.17% -- --
VODPF Vodafone Group PLC 2.91% -- --
UNLYF Unilever PLC 2.87% -- --
As of Sept. 21, 2017
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EWU One Page Reports

EWU Basic Info

Style
Equity Style Large Cap/Value
Broad Asset Class International Equity
Broad Category Equity
Category Name Miscellaneous Region
Prospectus Objective Europe Stock
Fund Owner Firm Name iShares
Benchmark Index
MSCI United Kingdom NR USD
100.0%

EWU Manager Info

Name Tenure
Alan Mason 1.38 yrs
Diane Hsiung 9.67 yrs
Greg Savage 9.67 yrs
Jennifer Hsui 4.67 yrs

EWU Net Fund Flows

1M 0.00
3M 129.29M
6M 70.58M
YTD 577.77M
1Y 645.50M
3Y -700.48M
5Y 1.746B
10Y 2.320B
As of Aug. 31, 2017

EWU Risk Info

Beta (5Y) 0.9455
Max Drawdown (All) 66.94%
Historical Sharpe (10Y) 0.0978
Historical Sortino (All) 0.4823
30-Day Rolling Volatility 7.64%
Daily Value at Risk (VaR) 1% (All) 4.02%
Monthly Value at Risk (VaR) 1% (All) 13.66%

EWU Fundamentals

Dividend Yield TTM (9-25-17) 3.36%
SEC Yield (12-31-15) 3.80%
Weighted Average PE Ratio 22.90
Weighted Average Price to Sales Ratio 1.165
Weighted Average Price to Book Ratio 1.826
Weighted Median ROE 19.30%
Weighted Median ROA 4.46%
Forecasted Dividend Yield 3.90%
Forecasted PE Ratio 15.50
Forecasted Price to Sales Ratio 1.315
Forecasted Price to Book Ratio 1.687
Number of Holdings 114
As of Sept. 21, 2017

EWU Growth Estimates

Forecasted 5 Yr Earnings Growth 8.86%
Forecasted Book Value Growth 3.17%
Forecasted Cash Flow Growth -8.69%
Forecasted Earnings Growth -18.67%
Forecasted Revenue Growth -7.61%
As of Sept. 21, 2017

EWU Comparables

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EWU Attributes

Key Dates
Inception Date 3/12/1996
Last Annual Report Date 8/31/2016
Last Prospectus Date 12/30/2016
Attributes
Exchange Traded Share Yes
Exchange Traded Note No
Enhanced Index Fund No
Index Fund Yes
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
General Availability
Available for Insurance Product No
Available for Retirement Plan No
Available for RRSP No

EWU Excel Add-In Codes

  • Name: =YCI("EWU","name")
  • Broad Asset Class: =YCI("EWU", "broad_asset_class")
  • Broad Category: =YCI("EWU", "broad_category_group")
  • Prospectus Objective: =YCI("EWU", "prospectus_objective")

To find the codes for any of our financial metrics, see our Complete Reference of Metric Codes.

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