EWQ - ETF AI Analysis
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iShares MSCI France ETF (EWQ)
Rating:71Outperform
Price Target:―
Positive Factors
Large, Established French Companies
The ETF’s biggest positions are well-known, blue-chip French firms, which can provide stability and global exposure through leading brands and industries.
Strong Performance from Key Holdings
Several top holdings, such as TotalEnergies, Schneider Electric, Air Liquide, BNP Paribas, and AXA, have shown strong gains this year, helping support the fund’s overall results.
Focused Exposure to the French Market
With most assets invested in France, the ETF offers a straightforward way to gain targeted exposure to the French economy for investors who want to tilt their portfolio toward this market.
Negative Factors
High Country Concentration
Nearly all of the fund’s assets are tied to France, so investors are heavily exposed to French economic and political risks.
Mixed Performance Among Top Holdings
Some major positions like LVMH, Airbus, Safran, Sanofi, and L’Oreal have shown weak or negative performance this year, which can drag on the ETF’s returns.
Moderately High Expense Ratio
The fund’s expense ratio is on the higher side for a broad country ETF, which means more of the return is eaten up by fees over time.
EWQ vs. SPDR S&P 500 ETF (SPY)
AUM433.33M
RegionEurope
Expense Ratio0.50%
Beta0.74
IssueriShares
Inception DateMar 12, 1996
Dividend Yield2.66%
Asset ClassEquity
Index TrackedMSCI France
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume306,397
30 Day Avg. Volume493,964
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
51.98Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering54
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EWQ Summary
The iShares MSCI France ETF (EWQ) is a fund that tracks the MSCI France Index, giving you broad exposure to major French companies in one investment. It holds well-known names like luxury giant LVMH and energy company TotalEnergies, along with banks, industrial firms, and healthcare companies. Someone might invest in EWQ to diversify outside their home country and gain access to France’s large, established businesses in a single, easy-to-trade fund. A key risk is that the ETF can rise or fall with the French stock market and the overall European economy.
How much will it cost me?The iShares MSCI France ETF (EWQ) 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 passively managed but focuses on a specific international market, which can involve higher costs compared to broad U.S.-focused ETFs.
What would affect this ETF?The iShares MSCI France ETF (EWQ) could benefit from positive trends in the French economy, such as growth in the industrial and consumer sectors, which make up a significant portion of its holdings. However, it may face challenges from rising interest rates or economic slowdowns in Europe, which could impact its financial and consumer cyclical stocks. Additionally, changes in energy policies or global trade dynamics could affect key holdings like TotalEnergies and Airbus Group.
EWQ Top 10 Holdings
EWQ is leaning heavily on a handful of French champions, with industrial and energy names setting the tone. Schneider Electric and Air Liquide have been rising steadily, helping to pull the fund higher, while TotalEnergies adds punch thanks to stronger recent momentum despite a softer month. On the other side, luxury giant LVMH and aerospace player Airbus have been losing steam, acting as a drag after a weaker stretch. With all its top holdings rooted in France and clustered in industrials, energy, and high-end consumer brands, this ETF is a focused bet on the French corporate elite.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| TotalEnergies SE | 8.19% | $35.40M | €164.70B | 45.23% | 78 Outperform | |
| Schneider Electric | 8.16% | $35.30M | €155.45B | 27.66% | 62 Neutral | |
| LVMH Moet Hennessy Louis Vuitton | 6.28% | $27.17M | €234.45B | -7.00% | 78 Outperform | |
| Air Liquide | 5.86% | $25.33M | €108.88B | 5.52% | 66 Neutral | |
| Airbus Group SE | 5.32% | $23.00M | $152.99B | 18.35% | 68 Neutral | |
| SAFRAN SA | 5.26% | $22.77M | €112.57B | 17.55% | 67 Neutral | |
| BNP Paribas | 4.89% | $21.14M | €98.32B | 21.46% | 77 Outperform | |
| L'Oreal | 4.85% | $20.97M | €200.96B | -1.44% | 71 Outperform | |
| Sanofi | 4.64% | $20.07M | €96.41B | -9.93% | 75 Outperform | |
| AXA SA | 3.67% | $15.89M | €84.45B | -0.41% | 75 Outperform |
EWQ Technical Analysis
Negative
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Price Trends
44.90
Negative
45.17
Negative
44.31
Positive
Market Momentum
0.18
Positive
44.90
Neutral
10.13
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EWQ, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 45.36, equal to the 50-day MA of 44.90, and equal to the 200-day MA of 44.31, indicating a neutral trend. The MACD of 0.18 indicates Positive momentum. The RSI at 44.90 is Neutral, neither overbought nor oversold. The STOCH value of 10.13 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for EWQ.
EWQ Peer Comparison
Comparison Results
Performance Comparison
EWQ
iShares MSCI France ETF
44.51
4.59
11.50%
FLGB
Franklin FTSE United Kingdom ETF
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DBEU
Xtrackers MSCI Europe Hedged Equity ETF
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SPEU
SPDR Portfolio Europe ETF
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EWI
iShares MSCI Italy 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.
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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