EWU - ETF AI Analysis

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iShares MSCI United Kingdom ETF (EWU)

Rating:73Outperform

Price Target:―

EWU, the iShares MSCI United Kingdom ETF, earns a solid overall rating thanks to strong, diversified leaders like HSBC and AstraZeneca, which benefit from robust financial performance, positive earnings calls, and supportive corporate actions. Additional support comes from holdings such as Rio Tinto and Barclays, which combine healthy balance sheets, reasonable valuations, and constructive technical trends. The main risk factor is exposure to names with weaker technical momentum or financial concerns, such as Shell, Rolls-Royce, and BP, which could introduce some volatility despite the fund’s generally strong profile.

Positive Factors

Large, Established Fund

The ETF manages a sizable pool of assets, suggesting it is widely used and offers good trading liquidity for investors.

Broad Sector Diversification Within the UK

Holdings are spread across financials, consumer goods, industrials, health care, energy, and other sectors, which helps reduce the impact of weakness in any single industry.

Supportive Recent Performance

The fund has shown positive returns over the past month, three months, and year to date, indicating recent upward momentum in its portfolio.

Negative Factors

Single-Country Concentration

Almost all assets are invested in UK companies, so the ETF is heavily exposed to the health of the UK economy and its currency.

High Expense Ratio for a Broad Market ETF

The fund’s ongoing fee is relatively high for a country index ETF, which can gradually eat into long-term returns.

Mixed Performance Among Top Holdings

While some major positions like HSBC, Rolls-Royce, Rio Tinto, and BP have been strong this year, other large holdings such as AstraZeneca, Unilever, Shell, and GSK have been weak, creating uneven contribution to returns.

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

AUM3.00B

RegionEurope

Expense Ratio0.50%

Beta0.52

IssueriShares

Inception DateMar 12, 1996

Dividend Yield3.55%

Asset ClassEquity

Index TrackedMSCI United Kingdom

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume1,555,381

30 Day Avg. Volume1,972,363

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

50.01

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering72

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

EWU Summary

The iShares MSCI United Kingdom ETF (EWU) tracks the MSCI United Kingdom Index, giving you broad exposure to the UK stock market in a single investment. It holds many types of companies, including banks, consumer brands, industrials, and healthcare firms. Well-known holdings include HSBC Holdings and AstraZeneca. Someone might invest in EWU to diversify outside their home country and gain access to the overall UK economy, rather than picking individual UK stocks. A key risk is that the ETF’s value can rise or fall with the UK stock market and the British economy.

How much will it cost me?The iShares MSCI United Kingdom ETF (EWU) has an expense ratio of 0.5%, meaning you’ll pay $5 per year for every $1,000 invested. This is slightly higher than average for ETFs because it tracks a specific international index, which can involve more costs compared to passively managed U.S. market ETFs.

What would affect this ETF?The iShares MSCI United Kingdom ETF (EWU) could benefit from positive trends in the UK economy, such as growth in the financial and healthcare sectors, which are heavily represented in its holdings. However, it may face challenges from rising interest rates, which could impact financial stocks, or economic uncertainty tied to Brexit-related trade negotiations. Additionally, fluctuations in energy prices could affect major holdings like Shell and BP.

EWU Top 10 Holdings

EWU’s story is very much a U.K. blue‑chip tale, with big banks and global giants setting the tone. HSBC and Barclays have been rising and are doing a lot of the heavy lifting, helped by firmer financials and buyback buzz. On the industrial side, Rolls‑Royce has been a standout climber, adding some jet fuel to returns. Rio Tinto and BP are also trending higher, giving the fund a lift from commodities and energy. Offsetting that strength, consumer staple heavyweight Unilever has been lagging, acting as a bit of a brake. Overall, the ETF is heavily tilted to U.K. financials, health care, and energy, with all its major names rooted in the British market but earning revenue across the globe.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
HSBA	HSBC Holdings	9.47%	$283.50M	£220.77B	51.99%	80 Outperform
AZN	AstraZeneca	8.89%	$266.26M	£210.86B	19.89%	80 Outperform
SHEL	Shell (UK)	6.93%	$207.41M	£158.23B	4.31%	73 Outperform
ULVR	Unilever	4.54%	$135.82M	£107.74B	-5.19%	72 Outperform
RR	Rolls-Royce Holdings	4.35%	$130.14M	£102.13B	124.42%	71 Outperform
BATS	British American Tobacco	4.07%	$121.88M	£94.95B	36.88%	71 Outperform
RIO	Rio Tinto	3.35%	$100.16M	£113.21B	37.76%	82 Outperform
GSK	GlaxoSmithKline	3.21%	$96.24M	£75.70B	33.56%	77 Outperform
BP	BP p.l.c.	3.11%	$93.00M	£71.35B	9.78%	71 Outperform
BARC	Barclays	2.90%	$86.89M	£67.09B	63.70%	78 Outperform

EWU Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

43.69

Positive

100DMA

42.58

Positive

200DMA

40.65

Positive

Market Momentum

MACD

0.70

Negative

RSI

65.73

Neutral

STOCH

76.98

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EWU, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 45.27, equal to the 50-day MA of 43.69, and equal to the 200-day MA of 40.65, indicating a bullish trend. The MACD of 0.70 indicates Negative momentum. The RSI at 65.73 is Neutral, neither overbought nor oversold. The STOCH value of 76.98 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EWU.

EWU Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
EWU	―	―	$3.00B	0.50%	―
EZU	―	―	$9.66B	0.50%	―
BBEU	―	―	$9.14B	0.09%	―
FLGB	―	―	$980.41M	0.09%	―
FKU	―	―	$95.54M	0.80%	―
EWUS	―	―	$44.94M	0.59%	―

Performance Comparison

EWU

iShares MSCI United Kingdom ETF

46.16

12.24

36.08%

EZU

iShares MSCI Eurozone ETF

―

BBEU

JPMorgan BetaBuilders Europe ETF

―

FLGB

Franklin FTSE United Kingdom ETF

―

FKU

First Trust United Kingdom AlphaDEX Fund

―

EWUS

iShares MSCI United Kingdom Small Cap 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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