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Morningstar

iShares MSCI EAFE Small-Cap ETF SCZ

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis SCZ

Will SCZ outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SCZ’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SCZ management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SCZ’s parent organization’s priorities and whether they’re in line with investors’ interests.

Cheaper foreign small-cap funds are available.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

IShares MSCI EAFE Small-Cap ETF SCZ offers a well-diversified portfolio of small-cap developed ex U.S. companies for a low cost, but there are cheaper options. It earns a Morningstar Analyst Rating of Bronze.

by Zachary Evens
Rated on Published on

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Portfolio Holdings SCZ

More SCZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 2.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Jpy Cash

0.35 31.8 Mil
Cash and Equivalents

Banco de Sabadell SA

0.32 29.7 Mil
Financial Services

Ebara Corp

0.31 28.5 Mil
Industrials

Trelleborg AB Class B

0.31 28.0 Mil
Industrials

Intermediate Capital Group PLC

0.29 26.4 Mil
Financial Services

ASICS Corp

0.27 24.8 Mil
Consumer Cyclical

DS Smith PLC

0.26 24.3 Mil
Consumer Cyclical

Weir Group PLC

0.25 23.1 Mil
Industrials

B&M European Value Retail SA

0.25 22.7 Mil
Consumer Defensive

Marks & Spencer Group PLC

0.24 21.6 Mil
Consumer Cyclical