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EWI - ETF AI Analysis
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iShares MSCI Italy ETF (EWI)
Rating:70Neutral
Price Target:―
Positive Factors
Established Asset Base
The fund manages a sizable pool of assets, suggesting it has attracted steady investor interest and offers reasonable trading liquidity.
Exposure to Leading Italian Companies
The ETF’s top holdings include several major Italian financial, industrial, and energy firms that play key roles in the country’s economy.
Recent Short-Term Momentum
Despite a slightly negative year-to-date result, the fund has shown positive performance over the last three months, indicating some recent recovery.
Negative Factors
High Sector Concentration in Financials
Nearly half of the portfolio is in financial stocks, which increases the fund’s sensitivity to problems in Italy’s banking and insurance sectors.
Country Concentration Risk
With the vast majority of assets invested in Italy, the ETF is heavily exposed to Italian economic and political conditions.
Mixed Performance Among Top Holdings
Several of the largest positions have shown weak or lagging year-to-date performance, which has weighed on the fund’s overall returns.
EWI vs. SPDR S&P 500 ETF (SPY)
AUM725.18M
RegionEurope
Expense Ratio0.50%
Beta0.68
IssueriShares
Inception DateMar 12, 1996
Dividend Yield2.73%
Asset ClassEquity
Index TrackedMSCI Italy 25-50
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume393,083
30 Day Avg. Volume408,285
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
61.17Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering26
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EWI Summary
The iShares MSCI Italy ETF (EWI) is a fund that aims to track the MSCI Italy 25/50 Index, giving you broad exposure to the Italian stock market. It holds a mix of large Italian companies across many sectors, with a big focus on banks and utilities. Well-known names in the fund include Ferrari and Stellantis, along with major Italian banks like UniCredit. Someone might invest in EWI to diversify into European stocks and benefit from Italy’s potential economic growth. A key risk is that it is heavily tied to Italy’s market and financial sector, so its price can move up and down sharply with local 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
EWI is essentially a bet on Italy’s big banks and utilities, with UniCredit and Intesa Sanpaolo steering the ship; UniCredit has been rising lately while Intesa looks more mixed, so financials are both the engine and the shock absorber here. Enel adds a steadier, income-oriented utility anchor. On the industrial and energy side, Leonardo and Prysmian have been climbing, helping offset the drag from high-profile laggards Ferrari and Stellantis, both losing steam. With all holdings rooted in Italy, this ETF is a concentrated play on the Italian market rather than a global mix.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| UniCredit SpA | 15.72% | $113.52M | €114.41B | 85.13% | 75 Outperform | |
| Intesa Sanpaolo SpA | 12.78% | $92.26M | €103.64B | 42.28% | 76 Outperform | |
| Enel S.p.A. | 11.13% | $80.38M | €94.54B | 35.98% | 67 Neutral | |
| Prysmian SpA | 5.12% | $36.95M | €28.81B | 48.77% | 65 Neutral | |
| Ferrari | 4.79% | $34.57M | $78.83B | -22.25% | 72 Outperform | |
| ENI S.p.A. | 4.64% | $33.50M | €52.43B | 26.01% | 63 Neutral | |
| Assicurazioni Generali S.p.A. | 4.50% | $32.47M | €53.08B | 12.35% | 63 Neutral | |
| Leonardo Spa | 4.44% | $32.06M | €32.38B | 85.88% | 60 Neutral | |
| BPER Banca S.p.A. | 3.56% | $25.69M | €23.28B | 79.73% | 79 Outperform | |
| Stellantis | 3.31% | $23.94M | $36.86B | -24.83% | 63 Neutral |
EWI Technical Analysis
Positive
―
Price Trends
53.76
Positive
52.43
Positive
49.65
Positive
Market Momentum
0.54
Negative
59.17
Neutral
73.27
Neutral
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 55.21, equal to the 50-day MA of 53.76, and equal to the 200-day MA of 49.65, indicating a bullish trend. The MACD of 0.54 indicates Negative momentum. The RSI at 59.17 is Neutral, neither overbought nor oversold. The STOCH value of 73.27 is Neutral, 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
55.88
18.99
51.48%
FLGB
Franklin FTSE United Kingdom ETF
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SPEU
SPDR Portfolio Europe ETF
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―
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DBEU
Xtrackers MSCI Europe Hedged Equity ETF
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―
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EWQ
iShares MSCI France ETF
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―
EWN
iShares MSCI Netherlands ETF
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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.
Disclaimer
This 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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