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 2.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Zealand Pharma A/S | 0.34 | 31.9 Mil | Healthcare |
Marks & Spencer Group PLC | 0.31 | 29.7 Mil | Consumer Cyclical |
DS Smith PLC | 0.29 | 28.0 Mil | Consumer Cyclical |
Addtech AB Class B | 0.29 | 27.9 Mil | Industrials |
Intermediate Capital Group PLC | 0.28 | 27.1 Mil | Financial Services |
Diploma PLC | 0.27 | 25.5 Mil | Industrials |
Howden Joinery Group PLC | 0.24 | 22.8 Mil | Consumer Cyclical |
Nextdc Ltd | 0.24 | 22.7 Mil | Technology |
Isetan Mitsukoshi Holdings Ltd | 0.24 | 22.6 Mil | Consumer Cyclical |
Aud Cash | 0.24 | 22.6 Mil | Cash and Equivalents |