We have qualitatively reviewed this strategy and reaffirmed its Above Average People and Process ratings. The following text is from May 1, 2023.
iShares MSCI EAFE Small-Cap ETF SCZ
Morningstar’s Analysis SCZ
Will SCZ outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 2.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Jpy Cash | 0.62 | 58.6 Mil | Cash and Equivalents |
Eur Cash | 0.47 | 45.1 Mil | Cash and Equivalents |
Intermediate Capital Group PLC | 0.32 | 30.6 Mil | Financial Services |
Marks & Spencer Group PLC | 0.29 | 27.4 Mil | Consumer Cyclical |
Diploma PLC | 0.27 | 25.4 Mil | Industrials |
Ebara Corp | 0.27 | 25.3 Mil | Industrials |
Isetan Mitsukoshi Holdings Ltd | 0.27 | 25.3 Mil | Consumer Cyclical |
Nextdc Ltd | 0.26 | 24.8 Mil | Technology |
Weir Group PLC | 0.25 | 24.1 Mil | Industrials |
Addtech AB Class B | 0.25 | 23.7 Mil | Industrials |