EUFN
iShares MSCI Europe Financials ETF
iShares MSCI Europe Financial Sector Index Fund is an exchange-traded fund incorporated in the USA. The Fund seeks results that correspond generally to the price and yield performance of the MSCI Europe Financial Sector Index.
International
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 3.7 B
ASSETS UNDER MGMT
51 bp
EXPENSES
Fund Basics
| Inception date | Jan 20, 2010 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | Semi-annual |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | Yes |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Complete list +
| HSBC HOLDINGS PLC | 9.4 % |
| BANCO SANTANDER SA | 5.5 % |
| ALLIANZ SE-REG | 5.3 % |
| UBS GROUP AG | 4.3 % |
| BANCO BILBAO VIZCAYA ARGENTA | 3.9 % |
| UNICREDIT S.P.A. | 3.6 % |
| BNP PARIBAS | 3.3 % |
| ZURICH FINANCIAL SERVICES AG | 3.1 % |
| INTESA SANPAOLO S.P.A. | 2.9 % |
| ING GROEP NV | 2.7 % |
Constituent Breakdown
| Number of holdings | 84 |
| Herfindahl-Hirschman Index | 304 |
| Wgt avg mkt cap (mns) | $100,188 |
| Large cap (>$10bn) | 95.4% |
| Mid cap ($2-10bn) | 1.4% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 101.1% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
BRITAIN | 24.3 % |
 |
GERMANY | 12.8 % |
 |
SPAIN | 12.0 % |
 |
SWITZERLAND | 12.0 % |
 |
ITALY | 10.2 % |
 |
FRANCE | 8.4 % |
 |
NETHERLANDS | 5.9 % |
 |
SWEDEN | 5.8 % |
 |
FINLAND | 2.5 % |
 |
AUSTRIA | 1.7 % |
Historical Performance
Standardized Performance (as of 04/30/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 1.7% | 26.2% | 30.2% | 24.0% | 13.5% | 7.2% | -- | 3.2% |
| Dividend Yield | 0.0% | 5.2% | 6.2% | 6.2% | 5.4% | 4.7% | -- | 3.8% |
| Total Returns | 1.7% | 31.3% | 36.4% | 30.2% | 18.8% | 11.8% | -- | 7.0% | Ann. Volatility | 25.4% | 18.7% | 20.2% | 18.5% | 21.7% | 24.5% | -- | 26.4% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.97 | 42% |
| MSCI EAFE | 1.12 | 76% |
| MSCI Emg Mkts | 0.70 | 48% |
Liquidity Measures
| Avg. volume (000) | 1,145 |
| ADV traded (mns) | $44 |
| Turnover | 1.2% |
| Avg. Bid/Ask (% of price) | 0.03% |
Technical Indicators
| 30d moving avg. (EMA) | $37.25 |
| Relative strength (RSI) | 50 |
| MACD/Signal | 0.21/0.33 |
| Bollinger Bands (Upper/Lower) | $38.54/$36.66 |
| Short interest (% of AUM) | 0.5% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. EUFN |
Expenses vs. EUFN |
ALTAR Score™ vs. EUFN |
|---|---|---|---|---|
| JIVE | JPMorgan International Value ETF | 60.4% | +4 bp | +0.7% |
| IDMO | Invesco S&P International Developed Momentum ETF | 31.4% | -26 bp | -2.2% |
| FEZ | SPDR EURO STOXX 50 ETF | 25.7% | -22 bp | -1.6% |
| EZU | iShares MSCI Eurozone ETF | 25.5% | +1 bp | -1.9% |
| EFV | iShares MSCI EAFE Value ETF | 24.3% | -17 bp | -0.3% |
| EWU | iShares MSCI United Kingdom ETF | 24.3% | -1 bp | -0.2% |
| IEV | iShares Europe ETF | 24.2% | +16 bp | -1.7% |
| IXG | iShares Global Financials ETF | 22.7% | -9 bp | -1.2% |
| IPKW | Invesco International BuyBack Achievers ETF | 22.7% | +4 bp | +0.5% |
| GSEU | Goldman Sachs ActiveBeta Europe Equity ETF | 22.0% | -26 bp | -1.3% |
Risk and Returns: EUFN vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 5/25/2026
Peer Group Comparison
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Historical Valuation Trends Sample data. Subscribe for access.
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
8.3%
ALTAR SCORE™
92nd
PERCENTILE
SPECULATIVE
ETFRC RATING
There are 415 funds in the International Equity category with an average
ALTAR Score™ of 6.2% and a standard deviation
of 1.5%. EUFN's ALTAR Score™ is approximately 1.4 standard
deviations above the category average. This places EUFN in the 92nd percentile
among funds in the category.
Sell-Side Consensus
$41.7
PRICE TARGET
+9.3%
UPSIDE