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EWZ

iShares MSCI Brazil ETF·NYSE
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Key Stats

Assets Under Management
6.50BUSD
Fund Flows (1Y)
2.05BUSD
Dividend Yield
5.15%
Discount/Premium to NAV
-0.19%
Shares Outstanding
206.35M
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

36.96%

Basic Materials

14.32%

Energy

12.62%

Industrials

12.29%

Utilities

11.59%

Consumer Defensive

4.52%

Healthcare

2.90%

Communication Services

2.10%

Technology

1.41%

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Asset

Holdings

Symbol

Ratio

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NU

Nu Holdings
12.31%
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CIA VALE DO RIO DOCE SH

10.24%
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ITAU UNIBANCO HOLDING PREF SA

8.35%
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PETROLEO BRASILEIRO PREF SA

5.32%
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PETROLEO BRASILEIRO SA PETROBRAS

4.64%
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BANCO BRADESCO PREF SA

3.49%

Symbol

Ratio

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WEG SA

3.41%
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B3 BRASIL BOLSA BALCAO SA

3.01%
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COMPANHIA DE SANEAMENTO BASICO DE

2.76%
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AMBEV SA

2.72%

Top 10 Weight 56.25%

10 Total Holdings

See all holdings

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