Industry Distribution:

• Financial Services: 20%
• Consumer Goods: 18%
• Healthcare: 15%
• Energy: 12%
• Industrial Goods: 10%
• Other Industries: 25%

TOP 3 Markets:

• United Kingdom: 45%
• USA: 25%
• Europe (excl. UK): 15%

The iShares MSCI United Kingdom ETF (EWU) invests in British companies, with the majority of revenues coming from the financial services sector. This reflects the strong presence of banks and insurance companies in the British market.

The main markets in which these companies operate include the United Kingdom itself, followed by the USA and other European countries. These markets are crucial for revenue generation as they represent large and stable economic areas.

iShares Trust - iShares MSCI United Kingdom ETF (ARCA:EWU) is an exchange-traded fund (ETF) and not a manufacturing company.

This ETF invests in stocks of companies included in the MSCI United Kingdom Index. The fund itself does not produce physical products, but offers investors the opportunity to invest in a diversified selection of British companies. The production of physical goods is carried out by the companies in which the ETF invests, not by the ETF itself.

Current Strategy: Diversification and Geographic Expansion

Focus on Sectors: Financial Services and Energy

The iShares MSCI United Kingdom ETF (EWU) pursues a strategy aimed at diversification and geographic expansion to secure future growth. The ETF invests in a broad range of British companies operating in various sectors, with a particular focus on financial services and energy.

By including companies from different industries, the ETF aims to minimize risk and achieve stable returns. The geographic expansion is achieved by including British companies that operate internationally, allowing the ETF to benefit from global growth opportunities.

Additionally, the ETF focuses on regularly reviewing and adjusting its portfolio structure to respond to market changes and optimize performance. This also includes considering ESG criteria to promote sustainable investments.

Main Imported Raw Materials: Crude oil, natural gas, metals, chemicals

Main Supplier Countries: Norway, USA, Germany, China

The iShares MSCI United Kingdom ETF (EWU) reflects the performance of British stocks included in the MSCI United Kingdom Index. The British economy imports a variety of raw materials and materials crucial for industrial production and the energy sector.

Crude oil and natural gas are the main energy imports, with Norway and the USA serving as the main suppliers. Metals and chemicals are sourced in large quantities from Germany and China to support production capacities in various industries.

These import structures are crucial for the British economy and influence the companies included in the ETF as they determine production costs and competitiveness in the international market.

Competitive Advantage: Difficult to quantify as it is an ETF.

The iShares MSCI United Kingdom ETF (EWU) is not a company, but an exchange-traded fund (ETF) that tracks the performance of the MSCI United Kingdom Index. Therefore, it does not have a direct competitive advantage in the traditional sense of a company.

The "competitive advantage" of an ETF like EWU could lie in its ability to offer investors a cost-effective and diversified way to invest in the British stock market. The fund benefits from the iShares brand, known for its wide range of ETFs and their liquidity.

Another advantage could be the diversification across various sectors and companies within the United Kingdom, reducing the risk for investors. Competition mainly comes from other ETFs tracking similar indices, as well as actively managed funds investing in British stocks.

Institutional Investor Share: 65% (estimated for 2026)

Insider Buys/Sells: No significant insider transactions reported (estimated for 2026)

The iShares MSCI United Kingdom ETF (EWU) is a popular ETF that tracks British stocks. The institutional investor share typically ranges from about 60-70%, as ETFs are often used by institutional investors such as pension funds, investment funds, and insurance companies to achieve diversified market exposure.

Insider transactions are less relevant for ETFs, as they do not have traditional company structures with insiders such as executives or board members. Therefore, insider buys or sells are not significant in this context.

Market share of iShares MSCI United Kingdom ETF (EWU): Estimated around 35% (2026)

Top competitors and their market share:

1. Vanguard FTSE 100 ETF: around 25%
2. SPDR FTSE UK All Share ETF: around 15%
3. Lyxor FTSE 100 ETF: around 10%
4. HSBC MSCI UK ETF: around 8%
5. Xtrackers FTSE 100 ETF: around 7%

The iShares MSCI United Kingdom ETF (EWU) holds a significant market share of approximately 35%, making it one of the leading ETFs in the British stock sector. Its main advantage lies in its broad diversification and the strong iShares brand, which instills confidence in investors.

EWU's moat primarily consists of its established market position and extensive support from the globally recognized iShares platform. This provides a certain level of protection against new market entrants.

In comparison, some competitors, especially Vanguard and SPDR, also have strong brands and cost-effective alternatives, which reinforce their moat. These companies benefit from a wide range of products and a strong global presence, giving them a competitive edge.

Overall, EWU has a solid moat, but the competition is strong and offers comparable advantages, especially in terms of costs and brand recognition.

Assets under Management (AUM): $3.5 billion (2025) Annual Total Expense Ratio: 0.51% (2025) Performance in the last 5 years: +28% (2021-2025)

The iShares MSCI United Kingdom ETF (EWU) offers investors broad diversification in the British stock market. With assets under management of $3.5 billion, the ETF demonstrates a solid foundation and market acceptance. The annual total expense ratio of 0.51% is moderate compared to other ETFs, enabling cost-effective investment.

Over the past five years, the ETF has achieved a performance of 28%, indicating a stable economic development in the United Kingdom and positive market trends. This performance demonstrates the ETF's ability to benefit from economic upturns.

For investors interested in diversifying in the British market and expecting long-term economic stability in the United Kingdom, the iShares MSCI United Kingdom ETF could present an attractive investment opportunity. However, it is important to monitor geopolitical developments and economic conditions as they can significantly impact the British market.

Dividend Yield: 3.5% (estimated for 2026)
Payout Frequency: Quarterly

The iShares MSCI United Kingdom ETF (EWU) is known for investing in companies that regularly pay dividends. Historically, the ETF has provided a relatively stable dividend yield ranging from 3% to 4%.

The reliability of the payout depends on the performance of the British companies included in the ETF, which traditionally have a strong dividend culture. Due to the ETF's broad diversification across various sectors, dividend payments usually remain stable even if individual companies were to cut their dividends.

In the long run, the ETF is an attractive option for investors seeking regular income through dividends.