EWI - ETF AI Analysis
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iShares MSCI Italy ETF (EWI)
Rating:70Neutral
Price Target:―
Positive Factors
Strong Year-To-Date Performance
The ETF has delivered strong gains so far this year, suggesting that its Italian market exposure has been working in investors’ favor.
Solid Performance From Major Holdings
Several of the largest positions, including major banks, energy companies, and industrial names, have shown strong or steady performance, helping support the fund’s overall returns.
Meaningful Size and Liquidity
With a sizable asset base, the ETF is large enough to offer reasonable trading liquidity for everyday investors.
Negative Factors
High Country Concentration
The fund is heavily concentrated in Italy, which means its performance is closely tied to the health of the Italian economy and market.
Sector Imbalance
A large portion of the portfolio sits in broad market and financial stocks, reducing diversification across different industries.
Moderate Expense Ratio
The fund’s fees are not especially low, so costs may take a noticeable bite out of long-term returns compared with cheaper broad-market ETFs.
EWI vs. SPDR S&P 500 ETF (SPY)
AUM1.04B
RegionEurope
Expense Ratio0.50%
Beta0.80
IssueriShares
Inception DateMar 12, 1996
Dividend Yield3.04%
Asset ClassEquity
Index TrackedMSCI Italy 25-50
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume382,587
30 Day Avg. Volume425,123
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
66.60Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering25
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EWI Summary
EWI is the iShares MSCI Italy ETF, a fund that follows the MSCI Italy 25/50 Index to give you broad exposure to Italian stocks. It holds many different companies across finance, utilities, and consumer sectors, including well-known names like Ferrari and UniCredit. Investors might consider EWI to diversify their portfolio internationally and to tap into Italy’s potential economic growth through a single, easy-to-trade investment. However, because it focuses mainly on Italian companies, its value can go up or down with the Italian stock market and economic conditions.
How much will it cost me?The iShares MSCI Italy ETF (EWI) has an expense ratio of 0.50%, meaning you’ll pay $5 per year for every $1,000 invested. This is slightly higher than average because it is a passively managed fund focused on a specific geographic region, which can involve higher costs compared to broader market ETFs.
What would affect this ETF?The iShares MSCI Italy ETF (EWI) could benefit from economic growth in Italy, particularly if the financial and utilities sectors, which make up a significant portion of its holdings, perform well. However, challenges such as rising interest rates or economic instability in Europe could negatively impact its top holdings, including major banks like UniCredit and Intesa Sanpaolo. Additionally, regulatory changes or energy price fluctuations could affect companies like ENI and Enel, which are key components of the ETF.
EWI Top 10 Holdings
This Italy-focused ETF leans heavily on its big banks, with UniCredit and Intesa Sanpaolo doing much of the heavy lifting as their shares keep rising and set the tone for the fund. Enel and ENI add a steady dose of utilities and energy, with ENI in particular giving the portfolio an extra boost lately. On the flip side, Ferrari has been losing a bit of speed, and Prysmian’s recent pullback has taken some shine off earlier gains. Overall, the fund is concentrated in Italian financials and blue-chip names, with virtually all exposure tied to Italy’s market.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| UniCredit SpA | 16.26% | $168.86M | €123.06B | 28.27% | 75 Outperform | |
| Intesa Sanpaolo SpA | 13.20% | $137.05M | €115.46B | 31.03% | 76 Outperform | |
| Enel S.p.A. | 10.74% | $111.58M | €99.52B | 28.80% | 67 Neutral | |
| ENI S.p.A. | 5.36% | $55.71M | €70.14B | 63.13% | 63 Neutral | |
| Ferrari | 4.87% | $50.60M | $92.76B | -9.71% | 72 Outperform | |
| Assicurazioni Generali S.p.A. | 4.81% | $49.99M | €67.23B | 37.77% | 63 Neutral | |
| Banca Monte dei Paschi di Siena SPA | 3.98% | $41.31M | €35.15B | 58.20% | 69 Neutral | |
| BPER Banca S.p.A. | 3.92% | $40.69M | €29.34B | 69.35% | 79 Outperform | |
| Leonardo Spa | 3.91% | $40.62M | €31.70B | 19.90% | 60 Neutral | |
| Prysmian SpA | 3.49% | $36.21M | €35.12B | 74.20% | 65 Neutral |
EWI Technical Analysis
Positive
―
Price Trends
59.46
Positive
57.11
Positive
54.90
Positive
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EWI, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 60.57, equal to the 50-day MA of 59.46, and equal to the 200-day MA of 54.90, 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 EWI.
EWI Peer Comparison
Comparison Results
Performance Comparison
EWI
iShares MSCI Italy ETF
61.60
14.58
31.01%
EZU
iShares MSCI Eurozone ETF
―
―
―
BBEU
JPMorgan BetaBuilders Europe ETF
―
―
―
IEUR
iShares Core MSCI Europe ETF
―
―
―
EWU
iShares MSCI United Kingdom ETF
―
―
―
EWL
iShares MSCI Switzerland 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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