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
|
---|---|---|---|
Jpy Cash | 0.35 | 31.7 Mil | Cash and Equivalents |
Banco de Sabadell SA | 0.33 | 30.6 Mil | Financial Services |
Ebara Corp | 0.30 | 27.2 Mil | Industrials |
Trelleborg AB Class B | 0.29 | 26.9 Mil | Industrials |
Intermediate Capital Group PLC | 0.27 | 24.8 Mil | Financial Services |
ASICS Corp | 0.27 | 24.3 Mil | Consumer Cyclical |
B&M European Value Retail SA | 0.25 | 22.8 Mil | Consumer Defensive |
Weir Group PLC | 0.25 | 22.6 Mil | Industrials |
Marks & Spencer Group PLC | 0.24 | 22.0 Mil | Consumer Cyclical |
Nextdc Ltd | 0.24 | 21.9 Mil | Technology |