EWI - ETF AI Analysis

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iShares MSCI Italy ETF (EWI)

Rating:70Neutral

Price Target:―

The iShares MSCI Italy ETF (EWI) has a solid overall rating, reflecting a mix of strong performers and some areas of potential improvement. Top contributors include UniCredit SpA and Intesa Sanpaolo SpA, which benefit from robust financial performance, attractive valuations, and positive market trends, making them key drivers of the fund's strength. However, holdings like Stellantis and Leonardo Spa face challenges such as declining profitability and bearish momentum, which may weigh on the ETF's overall rating. A notable risk is the fund's concentration in the Italian market, which could expose it to region-specific economic fluctuations.

Positive Factors

Strong Financial Sector Exposure

With nearly half of the portfolio in financial stocks, the ETF benefits from strong performance in this sector, including top holdings like UniCredit and Intesa Sanpaolo.

Focused Geographic Exposure

The ETF’s heavy focus on Italy provides targeted exposure to a unique market, which can be advantageous for investors seeking country-specific opportunities.

Reasonable Expense Ratio

The fund’s expense ratio is competitive for a specialized ETF, helping investors retain more of their returns.

Negative Factors

Over-Concentration in Financials

Nearly half of the fund is allocated to financial stocks, which increases risk if the sector faces challenges.

Limited Geographic Diversification

With almost 90% of the portfolio invested in Italy, the ETF is highly exposed to risks specific to the Italian economy.

Mixed Performance of Top Holdings

While some top holdings like UniCredit and Leonardo have performed well, others like Ferrari and Stellantis have lagged, creating uneven momentum.

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

AUM707.05M

RegionEurope

Expense Ratio0.50%

Beta0.68

IssueriShares

Inception DateMar 12, 1996

Dividend Yield2.76%

Asset ClassEquity

Index TrackedMSCI Italy 25-50

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume258,286

30 Day Avg. Volume413,153

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

58.72

Price 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 lets you invest in a variety of companies from Italy, following the MSCI Italy 25/50 Index. It includes well-known names like UniCredit SpA and Ferrari, as well as businesses from sectors like finance, utilities, and consumer goods. This ETF is a good option for investors looking to diversify their portfolio with European assets and benefit from Italy's economic growth. However, new investors should know that the ETF’s performance is closely tied to the Italian economy, which can be affected by local and global market changes.

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

The iShares MSCI Italy ETF (EWI) leans heavily on Italy’s financial sector, with UniCredit and Intesa Sanpaolo leading the charge. Both banks are rising steadily, thanks to strong profitability and attractive valuations, giving the fund a solid foundation. Enel, a major utility player, is steady but lacks significant upward momentum, while Ferrari’s recent performance has been lagging, putting the brakes on its contribution to the fund. With nearly half its holdings in financials and a focus on Italy’s domestic market, EWI offers concentrated exposure to the country’s economic pulse but may face headwinds from underperforming consumer cyclical names like Ferrari.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
UCG	UniCredit SpA	15.11%	$107.46M	€109.58B	97.88%	75 Outperform
ISP	Intesa Sanpaolo SpA	12.70%	$90.35M	€102.61B	49.11%	76 Outperform
ENEL	Enel S.p.A.	11.04%	$78.51M	€94.15B	31.65%	67 Neutral
RACE	Ferrari	5.47%	$38.93M	$87.48B	-14.52%	72 Outperform
LDO	Leonardo Spa	4.60%	$32.69M	€32.99B	113.76%	60 Neutral
G	Assicurazioni Generali S.p.A.	4.58%	$32.59M	€54.42B	22.53%	63 Neutral
PRY	Prysmian SpA	4.50%	$31.98M	€26.22B	33.95%	65 Neutral
ENI	ENI S.p.A.	4.27%	$30.40M	€47.75B	14.44%	63 Neutral
STLA	Stellantis	3.78%	$26.90M	$40.48B	-13.47%	63 Neutral
BPE	BPER Banca S.p.A.	3.63%	$25.78M	€23.63B	93.57%	79 Outperform

EWI Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

52.76

Positive

100DMA

51.73

Positive

200DMA

48.49

Positive

Market Momentum

MACD

0.76

Negative

RSI

64.88

Neutral

STOCH

65.96

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 54.25, equal to the 50-day MA of 52.76, and equal to the 200-day MA of 48.49, indicating a bullish trend. The MACD of 0.76 indicates Negative momentum. The RSI at 64.88 is Neutral, neither overbought nor oversold. The STOCH value of 65.96 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

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
EWI	―	―	$707.05M	0.50%	―
SPEU	―	―	$745.18M	0.07%	―
DBEU	―	―	$679.21M	0.45%	―
EWQ	―	―	$390.80M	0.50%	―
EWN	―	―	$356.79M	0.50%	―
EWD	―	―	$308.35M	0.51%	―

Performance Comparison

EWI

iShares MSCI Italy ETF

55.24

19.84

56.05%

SPEU

SPDR Portfolio Europe ETF

―

DBEU

Xtrackers MSCI Europe Hedged Equity ETF

―

EWQ

iShares MSCI France ETF

―

EWN

iShares MSCI Netherlands ETF

―

EWD

iShares MSCI Sweden 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.

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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