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EWA - ETF AI Analysis

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EWA

iShares MSCI Australia ETF (EWA)

Rating:66Neutral
Price Target:
EWA, the iShares MSCI Australia ETF, has a solid overall rating that reflects its mix of strong blue-chip leaders and some more challenged holdings. Heavyweights like BHP and ANZ support the fund’s quality through strong financial performance, attractive dividends, and generally favorable trends, while Rio Tinto and CSL add further strength with robust balance sheets and strategic growth initiatives. On the downside, exposure to names like Macquarie Group and Goodman Group, which face higher leverage, weaker revenue growth, and bearish technical signals, plus the fund’s concentration in Australian financials and resources, are key risks that can hold back its rating.
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, which suggests its portfolio has recently been working well for investors.
Leading Australian Blue-Chip Holdings
Several of the largest positions, including major resource and financial companies, have shown strong or steady performance, helping support the fund’s returns.
Broad Sector Coverage Within Australia
The fund holds companies across many sectors, including financials, materials, consumer, health care, and others, which helps spread risk across different parts of the Australian economy.
Negative Factors
High Concentration in Financials and Materials
A large share of the portfolio is tied up in financial and materials stocks, so weakness in banks or commodity-related companies could have an outsized impact on the ETF.
Mixed Performance Among Top Holdings
Some major bank and real estate holdings have shown weak or negative performance, which can drag on overall returns even when other positions are doing well.
Single-Country Focus
With almost all assets invested in Australia, the fund is heavily exposed to the Australian economy and currency, offering limited diversification across global markets.

EWA vs. SPDR S&P 500 ETF (SPY)

EWA Summary

The iShares MSCI Australia ETF (EWA) is a fund that lets you invest in a wide range of Australian companies by tracking the MSCI Australia Index. It holds many large and mid-sized firms across key sectors like banks, mining, and consumer businesses. Well-known names inside the fund include BHP Group and Commonwealth Bank of Australia. Someone might invest in EWA to add international diversification and gain exposure to Australia’s resource-rich economy in a single, easy investment. A key risk is that the ETF is heavily tied to Australian financial and materials stocks, so its value can rise or fall sharply with that market.
How much will it cost me?The iShares MSCI Australia ETF (EWA) has an expense ratio of 0.50%, meaning you’ll pay $5 per year for every $1,000 invested. This is higher than average for ETFs because it tracks a specific international market, which typically involves more management and costs compared to broad, passively managed funds like U.S. index ETFs.
What would affect this ETF?The iShares MSCI Australia ETF (EWA) could benefit from strong global demand for commodities, as materials and mining companies like BHP and Rio Tinto are key holdings, and Australia is a resource-rich economy. However, its heavy exposure to financials, including major banks like Commonwealth Bank and Westpac, makes it sensitive to changes in interest rates or economic slowdowns that could impact lending and profitability. Additionally, regulatory changes or geopolitical tensions in the Asia-Pacific region could pose risks to its performance.

EWA Top 10 Holdings

EWA is essentially a bet on Australia’s big banks and miners, with Commonwealth Bank, Westpac, ANZ, and Macquarie forming a financial backbone that’s mostly rising, though National Australia Bank has been lagging and acting as a mild brake. On the resources side, BHP and Woodside Energy have been powering ahead, giving the fund a strong tailwind from the materials and energy sectors, even as Rio Tinto’s more mixed showing tempers the story. With all holdings rooted in Australia, this ETF is a focused play on the country’s homegrown financial and commodity engines.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
BHP Group Ltd14.66%$208.75MAU$300.52B54.07%
68
Neutral
Commonwealth Bank of Australia14.18%$201.95MAU$298.00B1.41%
64
Neutral
Westpac Banking6.21%$88.38MAU$130.32B25.45%
69
Neutral
National Australia Bank Limited6.07%$86.41MAU$129.17B9.34%
64
Neutral
ANZ Group Holdings5.37%$76.55MAU$113.01B33.26%
70
Outperform
Wesfarmers Limited4.81%$68.47MAU$101.29B14.04%
68
Neutral
Macquarie Group Limited4.33%$61.67MAU$92.00B28.81%
56
Neutral
Rio Tinto Limited3.02%$42.99MAU$234.22B65.43%
78
Outperform
Woodside Energy Group2.96%$42.13MAU$62.48B24.20%
71
Outperform
CSL2.95%$41.97MAU$61.27B-50.80%
75
Outperform

EWA Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
28.50
Positive
100DMA
28.49
Positive
200DMA
27.54
Positive
Market Momentum
MACD
RSI
STOCH
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EWA, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 28.71, equal to the 50-day MA of 28.50, and equal to the 200-day MA of 27.54, indicating a bullish trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EWA.

EWA Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$1.43B0.50%
66
Neutral
$7.12B0.48%
71
Outperform
$6.82B0.19%
66
Neutral
$6.53B0.61%
67
Neutral
$6.27B0.59%
57
Neutral
$176.31M0.09%
65
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
EWA
iShares MSCI Australia ETF
29.34
3.86
15.15%
DXJ
WisdomTree Japan Hedged Equity Fund
BBAX
JPMorgan BetaBuilders Developed Asia ex-Japan ETF
INDA
iShares MSCI India ETF
MCHI
iShares MSCI China ETF
FLAU
Franklin FTSE Australia ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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