EWQiShares MSCI France ETF

Grow my money30y track recordRanked #542 of 2,960 in this goal

Seeks to track the investment results of an index composed of French equities.

By iShares · Launched 1996

Annual Cost

0.50%

#2,576 of 5,562 · average

Fund Size

$385M

#1,784 of 5,562 · large

Return (1Y)Goal

+10.6%

Track Record

30 years

#27 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$11,528+15.3%

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 France Index

What it actually holds

By weight

Concentration

Top 10 holdings = 57.6% of fundmoderately concentrated

LVMH Moet Hennessy Louis Vuitton SE

8.6%

Schneider Electric SE

6.8%

Airbus SE

6.5%

TotalEnergies SE

6.0%

Safran SA

5.6%

Air Liquide SA

5.1%

Sanofi SA

5.1%

EssilorLuxottica SA

5.0%

L'Oreal SA

4.8%

BNP Paribas SA

4.0%

Asset allocation

Stocks

99.3%

Cash

0.7%

By sector

Industrials

32.3%

Financial Services

12.7%

Consumer Cyclical

11.6%

Healthcare

8.8%

Consumer Defensive

8.3%

Energy

8.1%

Basic Materials

7.0%

Technology

4.0%

Other

7.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

17.6%Moderate

Year-on-year price swings

Max drawdown

-39.2%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.43Below average

Sortino (3Y)

0.62Moderate downside risk

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the investment results of an index composed of French equities.
Strategy: Tracks the MSCI France Index, measuring large- and mid-cap segments of the French equity market. Invests primarily in component securities and aims for low portfolio turnover to reduce costs.
Inception date: March 12, 1996
Fund family: iShares