EWKiShares MSCI Belgium ETF

Grow my money30y track recordRanked #943 of 2,960 in this goal

Seeks to track the investment results of a broad-based index composed of Belgian equities.

By iShares · Launched 1996

Annual Cost

0.49%

#2,404 of 5,562 · average

Fund Size

$103M

#2,906 of 5,562 · mid-size

Return (1Y)Goal

+25.7%

Track Record

30 years

#27 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,285+22.9%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Europe

Cap

Multi cap

Strategy

Index tracking

Index tracked

MSCI Belgium IMI 25/50 Index

What it actually holds

By weight

Concentration

Top 10 holdings = 65.4% of fundconcentrated

Anheuser-Busch InBev SA/NV

18.6%

Argenx SE

16.6%

UCB SA

9.1%

KBC Group NV

4.3%

Ageas SA/NV

4.1%

Groupe Bruxelles Lambert NV

2.9%

Ackermans & van Haaren NV

2.6%

Syensqo SA

2.5%

Elia Group SA/NV

2.4%

Warehouses De Pauw CVA

2.3%

Asset allocation

Stocks

99.2%

Cash

0.8%

By sector

Healthcare

27.1%

Consumer Defensive

24.7%

Financial Services

16.1%

Real Estate

10.1%

Industrials

8.1%

Basic Materials

5.1%

Utilities

2.7%

Consumer Cyclical

1.8%

Other

4.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

15.5%Moderate

Year-on-year price swings

Max drawdown

-42.8%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.81Decent risk-adjusted returns

Sortino (3Y)

1.17Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the investment results of a broad-based index composed of Belgian equities.
Strategy: Tracks the MSCI Belgium IMI 25/50 Index, a market capitalization-weighted index measuring the performance of Belgian equities across large-, mid-, and small-cap segments. The Fund invests at least 80% of its assets in the Index components and may use representative sampling to manage the portfolio. It does not seek to outperform the Index and aims for lower costs and better after-tax performance through low portfolio turnover.
Inception date: March 12, 1996
Fund family: iShares