We have qualitatively reviewed this strategy and reaffirmed its Above Average People and Process ratings. The following text is from May 1, 2023.
iShares MSCI EAFE Small-Cap ETF SCZ
Morningstar’s Analysis SCZ
Will SCZ outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 2.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Marks & Spencer Group PLC | 0.36 | 33.2 Mil | Consumer Cyclical |
Intermediate Capital Group PLC | 0.31 | 28.9 Mil | Financial Services |
Fujikura Ltd | 0.30 | 27.5 Mil | Industrials |
DS Smith PLC | 0.30 | 27.5 Mil | Consumer Cyclical |
Diploma PLC | 0.28 | 25.8 Mil | Industrials |
Sumitomo Forestry Co Ltd | 0.26 | 24.4 Mil | Consumer Cyclical |
Weir Group PLC | 0.26 | 23.8 Mil | Industrials |
Rightmove PLC | 0.25 | 23.4 Mil | Communication Services |
IHI Corp | 0.25 | 23.2 Mil | Industrials |
Infratil Ltd | 0.25 | 22.9 Mil | Industrials |