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EWZ

iShares MSCI Brazil ETF·NYSE
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Key Stats

Assets Under Management
8.87BUSD
Fund Flows (1Y)
3.34BUSD
Dividend Yield
4.39%
Discount/Premium to NAV
0.08%
Shares Outstanding
240.65M
Expense Ratio
0.59%

About iShares MSCI Brazil ETF

Issuer
BlackRock Fund Advisors
Brand
iShares
Inception Date
Jul 10, 2000
Structure
Open-Ended Fund
Index Tracked
MSCI Brazil 25/50 Index
Management Style
Passive
Dividend Treatment
Distributes
Distribution Tax Treatment
Ordinary income
Income Tax Type
Capital Gains
Max ST Capital Gains Rate
39.60%
Max LT Capital Gains Rate
20.00%
Primary Advisor
BlackRock Fund Advisors
Distributor
BlackRock Investments LLC
EWZ tracks an index of large- and midcap companies from the B3 exchange in Brazil. The index applies limits as imposed on regulated investment companies under the US Internal Revenue Code. No single issuer exceeds 25% and all issuers with a weight above 5% do not go above 50% of the index weight. The index is rebalanced quarterly, starting February.

Classification

Asset Class
Equity
Category
Size and Style
Focus
Total Market
Niche
Broad-based
Strategy
Vanilla
Geography
Brazil
Weighting Scheme
Market Cap
Selection Criteria
Market cap

Analysis

Sector

Financial Services

36.14%

Basic Materials

14.65%

Energy

13.77%

Industrials

12.04%

Utilities

11.55%

Consumer Defensive

4.33%

Healthcare

2.77%

Communication Services

2.16%

Consumer Cyclical

1.33%

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Asset

Holdings

Symbol

Ratio

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CIA VALE DO RIO DOCE SH

11.47%
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NU

Nu Holdings
10.85%
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ITAU UNIBANCO HOLDING PREF SA

8.73%
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PETROLEO BRASILEIRO PREF SA

6.01%
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PETROLEO BRASILEIRO SA PETROBRAS

5.28%
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BANCO BRADESCO PREF SA

3.65%

Symbol

Ratio

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WEG SA

3.29%
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B3 BRASIL BOLSA BALCAO SA

3.17%
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AMBEV SA

2.78%
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COMPANHIA DE SANEAMENTO BASICO DE

2.71%

Top 10 Weight 57.94%

10 Total Holdings

See all holdings

Related Funds

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