EWZ - iShares MSCI Brazil Capped ETF

Description: The index is designed to measure broad based equity market performance in Brazil. A capping methodology is applied that limits the weight of any single component to a maximum of 25% of the MSCI Brazil 25/50 Index. Additionally, the sum of the components that individually constitute more than 5% of the weight of the MSCI Brazil 25/50 Index cannot exceed a maximum of 50% of the weight of the MSCI Brazil 25/50 index in the aggregate. The index consists of stocks traded primarily on the stock exchanges in Brazil.

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EWZ - Profile


Summary Data for EWZ

52 Week Lo: $37.26 52 Week Hi: $54.56
AUM: $5,305.4 M Shares: 106.2 M
Avg. Volume (1 month) 22,638,748 Avg. Volume (3 month) 17,387,982
Filings Data as of:

EWZ - Holdings

Top Ten Holdings

  1. Itau Unibanco Holding S.A. ITUB3: 9.03%
  2. Petroleo Brasileiro SA Petrobras: 7.54%
  3. Banco Bradesco Sa Brad BBDC4: 6.74%
  4. Ambev SA ABEV3: 6.60%
  5. Petroleo Brasileiro SA Petrobras PETR3: 4.81%
  6. Vale SA Pfd Shs -A- VALE5: 4.36%
  7. BRF SA BRFS3: 3.67%
  8. Vale SA VALEF: 3.23%
  9. Cielo SA CIOXF: 2.91%
  10. Itausa Investimentos ITAÚ S.A. ITSA4: 2.36%
%Assets in Top 10: 51.25%
Total Holdings: 75.0

EWZ Asset Allocation


Asset Percentage
U.S. Stocks 0.0%
International Stocks 78.83%
U.S. Bonds 0.0%
International Bonds 0.0%
Preferred Stock 20.96%
Convertibles 0.0%
Cash 0.21%
Other 0.0%

EWZ Sector Breakdown


Sector Percentage
Financial Services 21.52%
Consumer Defensive 17.2%
Energy 7.31%
Basic Materials 6.1%
Industrials 4.68%
Technology 3.5%
Consumer Cyclical 2.91%
Utilities 2.84%
Real Estate 1.94%
Communication Services 1.0%
Health Care 0.73%

EWZ Market Cap Breakdown


Market Cap Percentage
Giant 25.12%
Large 16.73%
Medium 12.08%
Small 0.0%
Micro 0.0%

EWZ Region Breakdown


Region Percentage
Latin America 78.83%
Middle East 0.0%
Australia 0.0%
Japan 0.0%
Asia (Developed) 0.0%
Africa 0.0%
Europe 0.0%
Asia (Emerging) 0.0%
Canada 0.0%
U.S. 0.0%
Region Percentage
Emerging 78.83%
Developed 0.0%

EWZ Country Breakdown


Country Percentage
Brazil 78.83%
Other 21.17%
© 2014 Morningstar Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

EWZ - Fact Sheet

Fact sheets are issued by the ETF provider and framed by ETFdb.com. Information contained within the fact sheet is not guaranteed to be timely or accurate.

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EWZ - Charts

The following charts can be customized to display historical performance in a number of different formats, including line charts, bar charts, and candlesticks. Time periods can be adjusted to increase or decrease the period shown, ranging from five minutes to several months.

The following chart also includes the option to compare the performance of EWZ relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.

EWZ - Fundamentals

EWZ Performance

1 Week Return: -10.06%
2 Week Return: -10.97%
4 Week Return: -3.26%
13 Week Return: -1.77%
26 Week Return: 24.67%
YTD Return: 9.13%
1 Year Return: 6.79%
3 Year Return: -14.28%
5 Year Return: -9.53%

EWZ Expenses & Fees

  • Expense Ratio: 0.61%
  • Category: Latin America Equities
  • Category Range: 0.48% to 1.13%
  • Category Average: 0.70%

EWZ Valuation

P/E Ratio: n/a
Beta: 2.79
20 Day Moving Average: $51.46
60 Day Moving Average: $49.83

EWZ Dividend

Annual Dividend Rate: $1.55
Dividend Date: 2014-06-25
Dividend: $0.96
Annual Dividend Yield %: 3.10%

EWZ Volatility

5 Day Volatility: 86.86%
20 Day Volatility: 28.34%
50 Day Volatility: 24.20%
200 Day Volatility: 21.88%
Standard Deviation: 3.81%

EWZ - Technicals

EWZ Technicals

20 Day MA: $51.46
60 Day MA: $49.83
MACD 15 Period: -3.96
MACD 100 Period: -0.96
Williams % Range 10 Day: 95.74
Williams % Range 20 Day: 95.74
RSI 10 Day: 28
RSI 20 Day: 40
RSI 30 Day: 44
Ultimate Oscillator: 33

EWZ Bollinger Bands

Lower Bollinger (10 Day): $47.88
Upper Bollinger (10 Day): $55.71
Lower Bollinger (20 Day): $48.19
Upper Bollinger (20 Day): $54.69
Lower Bollinger (30 Day): $46.60
Upper Bollinger (30 Day): $54.32

EWZ Support & Resistance

Support Level 1: $47.25
Support Level 2: $46.69
Resistance Level 1: $48.63
Resistance Level 2: $49.45

EWZ Stochastic

Stochastic Oscillator %D (1 Day): 33.99
Stochastic Oscillator %D (5 Day): 15.56
Stochastic Oscillator %K (1 Day): 40.94
Stochastic Oscillator %K (5 Day): 27.65

EWZ Volatility

5 Day Volatility: 86.86%
20 Day Volatility: 28.34%
50 Day Volatility: 24.20%
200 Day Volatility: 21.88%
Standard Deviation: 3.81%

EWZ - ETFdb Realtime Rating & Analyst Report

EWZ is a passive ETF that seeks to replicate MSCI Brazil 25/50 Index. The index is designed to measure broad based equity market performance in Brazil. A capping methodology is applied that limits the weight of any single component to a maximum of 25% of the MSCI Brazil 25/50 Index. Additionally, the sum of the components that individually constitute more than 5% of the weight of the MSCI Brazil 25/50 Index cannot exceed a maximum of 50% of the weight of the MSCI Brazil 25/50 index in the aggregate. The index consists of stocks traded primarily on the stock exchanges in Brazil.

ETFdb Category Expense Ratio Inception Date Issuer Structure YTD Return *
Latin America Equities 0.61 2000-07-10 iShares ETF +9.13%

EWZ Realtime Rating: By Metric

Metric Metric Realtime Rating A+ Metric Rated ETF
Liquidity A+
Expenses B+
Performance ETFdb Pro Members Only
Volatility ETFdb Pro Members Only
Dividend ETFdb Pro Members Only
Concentration ETFdb Pro Members Only

The first adjacent table gives investors an individual Realtime Rating for EWZ on several different metrics, including liquidity, expenses, performance, volatility, dividend, and concentration of holdings. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Latin America Equities ETFdb Category with the highest Metric Realtime Rating for each individual field.

EWZ Realtime Rating: Overall

ETFdb Rating Type Overall Rating A+ Overall Rated ETF
Realtime Rating (Overall) ETFdb Pro Members Only ETFdb Pro Members Only

The second table shows the overall Realtime Rating for EWZ, as well as the A+ Overall Rated ETF in EWZ's Category. To view all of this data, sign up for a free 14-day trial for ETFdb Pro. To view information on how the ETFdb Realtime Ratings work, click here.

ETFdb Analyst Report for EWZ

EWZ offers exposure to Brazilian equities, holding the largest and most liquid companies that are domiciled in the South American nation. 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. EWZ is a decent...

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