EWQ - ETF AI Analysis
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iShares MSCI France ETF (EWQ)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown positive returns over the past month, three months, and year to date, indicating steady recent momentum.
Leading French Blue-Chip Holdings
Many of the largest positions, such as major industrial, energy, and financial companies, have delivered strong gains this year, helping support the fund’s overall results.
Focused Yet Somewhat Diversified Country Mix
While the fund is mainly invested in France, it also has smaller exposure to companies tied to the U.S., UK, Italy, and the Netherlands, adding a bit of geographic diversification.
Negative Factors
High Country Concentration in France
With the vast majority of assets tied to French companies, the ETF is heavily exposed to the French economy and policy changes.
Mixed Performance Among Top Holdings
Some major positions, including a large luxury goods company and a health care firm, have shown weak performance this year, which can drag on the fund’s returns.
Moderately High Expense Ratio
The fund’s expense ratio is not especially low for a single-country ETF, meaning fees take a noticeable bite out of long-term returns.
EWQ vs. SPDR S&P 500 ETF (SPY)
AUM350.54M
RegionEurope
Expense Ratio0.50%
Beta0.75
IssueriShares
Inception DateMar 12, 1996
Dividend Yield3.01%
Asset ClassEquity
Index TrackedMSCI France
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume277,262
30 Day Avg. Volume304,699
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
53.53Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering54
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EWQ Summary
EWQ is the iShares MSCI France ETF, built to track the MSCI France Index, which represents a wide range of French companies. It gives you exposure to major names like luxury giant LVMH and energy firm TotalEnergies, along with industrial and healthcare businesses. Investors might consider EWQ to add international diversification to a portfolio and to tap into the growth potential of France’s broad stock market in a single investment. However, because it is focused mainly on French stocks, its value can go up or down with the French market and economy.
How much will it cost me?The iShares MSCI France ETF (EWQ) has an expense ratio of 0.50%, meaning you’ll pay $5 per year for every $1,000 invested. This is slightly higher than average because it is passively managed but focuses on a specific international market, which can involve higher costs compared to broad U.S.-focused ETFs.
What would affect this ETF?The iShares MSCI France ETF (EWQ) could benefit from positive trends in the French economy, such as growth in the industrial and consumer sectors, which make up a significant portion of its holdings. However, it may face challenges from rising interest rates or economic slowdowns in Europe, which could impact its financial and consumer cyclical stocks. Additionally, changes in energy policies or global trade dynamics could affect key holdings like TotalEnergies and Airbus Group.
EWQ Top 10 Holdings
EWQ is leaning heavily on France’s industrial and energy champions, with Schneider Electric and TotalEnergies doing much of the heavy lifting as their shares keep rising and set the tone for the fund. Aerospace names Airbus and Safran are also climbing, giving the ETF an extra boost from France’s manufacturing and defense muscle. On the flip side, luxury giant LVMH has been losing steam, acting as a bit of a brake, while Sanofi’s mixed health care performance adds some wobble. Overall, this is a France-only play, tightly tied to its industrial, energy, and consumer bellwethers.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Schneider Electric | 8.73% | $30.53M | €161.37B | 24.67% | 62 Neutral | |
| TotalEnergies SE | 8.46% | $29.60M | €177.06B | 53.58% | 78 Outperform | |
| Airbus Group SE | 6.37% | $22.29M | $174.81B | -1.25% | 68 Neutral | |
| SAFRAN SA | 6.18% | $21.61M | €134.66B | 10.77% | 67 Neutral | |
| Air Liquide | 5.62% | $19.64M | €103.92B | 2.16% | 66 Neutral | |
| BNP Paribas | 5.53% | $19.35M | €111.28B | 26.63% | 77 Outperform | |
| LVMH Moet Hennessy Louis Vuitton | 5.52% | $19.29M | €198.33B | -21.11% | 78 Outperform | |
| L'Oreal | 4.97% | $17.40M | €199.79B | 1.73% | 71 Outperform | |
| Sanofi | 4.48% | $15.65M | €88.82B | -11.71% | 75 Outperform | |
| AXA SA | 3.88% | $13.57M | €92.08B | 12.13% | 75 Outperform |
EWQ Technical Analysis
Negative
―
Price Trends
45.95
Negative
45.35
Negative
44.73
Negative
Market Momentum
-0.63
Positive
36.12
Neutral
21.10
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EWQ, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 45.34, equal to the 50-day MA of 45.95, and equal to the 200-day MA of 44.73, indicating a bearish trend. The MACD of -0.63 indicates Positive momentum. The RSI at 36.12 is Neutral, neither overbought nor oversold. The STOCH value of 21.10 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for EWQ.
EWQ Peer Comparison
Comparison Results
Performance Comparison
EWQ
iShares MSCI France ETF
44.22
1.68
3.95%
FLGB
Franklin FTSE United Kingdom ETF
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DBEU
Xtrackers MSCI Europe Hedged Equity ETF
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EWD
iShares MSCI Sweden ETF
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―
―
SPEU
SPDR Portfolio Europe ETF
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―
EWN
iShares MSCI Netherlands ETF
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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.
DisclaimerThis 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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