À•p|î„O×àX MSCI's ACWI is composed of 2,995 constituents, 11 sectors, and is the industry’s accepted gauge of global stock market activity. Fund expenses, … The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). Copies of this document may be obtained from your broker, from any exchange on which options are traded or by contacting The Options Clearing Corporation, One North Wacker Dr., Suite 500, Chicago, IL 60606 (1-888-678-4667). Other indices include … For more information regarding a fund's investment strategy, please see the fund's prospectus. MSCI Philippines IMI (USD) | msci.com INDEX CHARACTERISTICS MSCI Philippines IMI Number of Constituents 38 Mkt Cap ( USD Millions) Index 60,907.83 Largest 7,568.18 Smallest 132.62 Average 1,602.84 S Median 842.75 TOP 10 CONSTITUENTS Float Adj Mkt Cap … By its conclusion, 253 large cap and 168 mid cap China A-shares were added to the MSCI Emerging Markets (EM) index. They will be able to provide you with balanced options education and tools to assist you with your iShares options questions and trading. For more information regarding a fund's investment strategy, please see the fund's prospectus. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares ETF and BlackRock Fund prospectus pages. growing interest in small cap investing. There are many ways to access iShares ETFs. BlackRock business involvement exposures as shown above for Thermal Coal and Oil Sands are calculated and reported for companies that generate more than 5% of revenue from thermal coal or oil sands as defined by MSCI ESG Research. The document contains information on options issued by The Options Clearing Corporation. Actual after-tax returns depend on the investor's tax situation and may differ from those shown. Options involve risk and are not suitable for all investors. The returns shown do not represent the returns you would receive if you traded shares at other times. ICRMH0719U-885409, Review the MSCI methodology behind the Sustainability Characteristics and Business Involvement metrics: 1ESG Ratings; 2Index Carbon Footprint Metrics; 3Business Involvement Screening Research; 4ESG Screened Index Methodology; 5ESG Controversies. Initially, it captured large-cap and mid-cap stocks in only ten emerging economies, representing only … We launched the industry’s first Minimum Volatility index in 2008, and we now provide a broad range of factor indexes such as the MSCI Quality Indexes and the MSCI Momentum Indexes. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. On the MSCI global small-cap indices, leading canned food producer Century Pacific and Xurpas both gained weights, by 0.6 percent and 0.32 percent, respectively. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares Fund and BlackRock Fund prospectus pages. Sustainability Characteristics can help investors integrate non-financial, sustainability considerations into their investment process. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, iTHINKING, iSHARES CONNECT, FUND FRENZY, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, the iShares Core Graphic, CoRI and the CoRI logo are registered and unregistered trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. The Information may not be used to create any derivative works, or in connection with, nor does it constitute, an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. msci global small cap indexes The following are changes in constituents for the MSCI Global Small Cap Indexes which will take place as of the close of February 28, 2020. After-tax returns are calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes. Learn more. Its key index is the MERVAL. Benchmark MSCI China Small Cap Index Number of Holdings 255 Net Assets of Share Class $45,421,381 Ticker ECNS CUSIP 46429B200 Exchange NYSE Arca TOP HOLDINGS (%) CHINA … Page 1 MSCI Global Small Cap Indexes - November 10, 2020 © MSCI 2020, All rights reserved Geneva, November 10, 2020 MSCI GLOBAL SMALL CAP INDEXES Learn about EPHE (ARCX) with our data and independent analysis including price, star rating, asset allocation, capital gains, and dividends. © 2020 BlackRock, Inc. All rights reserved. Fund expenses, including management fees and other expenses were deducted. Read the prospectus carefully before investing. MSCI ESG Research LLC’s (“MSCI ESG”) Fund Metrics products (the “Information”) provide environmental, social and governance data with respect to underlying securities within more than 23,000 multi-asset class Mutual Funds and ETFs globally. The Options Industry Council Helpline phone number is 1-888-Options (1-888-678-4667) and its website is www.888options.com. Investing involves risk, including possible loss of principal. All other marks are the property of their respective owners. Share this fund with your financial planner to find out how it can fit in your portfolio. SCZ | A complete iShares MSCI EAFE Small-Cap ETF exchange traded fund overview by MarketWatch. 1. Factor indexes. The iShares Funds are not sponsored, endorsed, issued, sold or promoted by Barclays, Bloomberg Finance L.P., BlackRock Index Services, LLC, Cohen & Steers Capital Management, Inc., European Public Real Estate Association (“EPRA® ”), FTSE International Limited (“FTSE”), ICE Data Services, LLC, India Index Services & Products Limited, JPMorgan Chase & Co., Japan Exchange Group, MSCI Inc., Markit Indices Limited, Morningstar, Inc., The NASDAQ OMX Group, Inc., National Association of Real Estate Investment Trusts (“NAREIT”), New York Stock Exchange, Inc., Russell or S&P Dow Jones Indices LLC. Discuss with your financial planner today. The MSCI Small Cap indices include securities with a market cap of between US$200-1500 million (known as the small cap … Neither FTSE nor NAREIT makes any warranty regarding the FTSE EPRA/NAREIT Developed Real Estate ex-U.S. Index or FTSE EPRA/NAREIT Global REIT Index; all rights vest in FTSE, NAREIT and EPRA.“FTSE®” is a trademark of London Stock Exchange Group companies and is used by FTSE under license. The existence of an ESG rating is not indicative of how or whether ESG factors will be integrated into a fund. The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. The Morgan Stanley Capital International (MSCI) Emerging Markets Index was introduced in 1988. For the exposure to companies that generate any revenue from thermal coal or oil sands (at a 0% revenue threshold), as defined by MSCI ESG Research, it is as follows: Thermal Coal 1.93% and for Oil Sands 0.00%. We don’t expect this resilience to be sustained though once the May 31 … On the other hand, there … Free commission offer applies to online purchases of select iShares ETFs in a Fidelity account. The information displayed on this website may not include all of the screens that apply to the relevant index or the relevant fund. Indexes are unmanaged and one cannot invest directly in an index. Exposure to a broad range of companies in the Philippines. Some funds may be based on or linked to MSCI indexes, and MSCI may be compensated based on the fund’s assets under management or other measures. No statement in the document should be construed as a recommendation to buy or sell a security or to provide investment advice. For standardized performance, please see the Performance section above. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. To be included in MSCI ESG Fund Ratings, 65% of the fund’s gross weight must come from securities covered by MSCI ESG Research (certain cash positions and other asset types deemed not relevant for ESG analysis by MSCI are removed prior to calculating a fund’s gross weight; the absolute values of short positions are included but treated as uncovered), the fund’s holdings date must be less than one year old, and the fund must have at least ten securities. Investing involves risk, including possible loss of principal. View the latest ETF prices and news for better ETF investing. ST Cap Gain Rate LT Cap Gain Rate Tax Form Lower Bollinger Upper Bollinger Support 1 Resistance 1 RSI Advanced Fact Sheet ETF Holdings Chart ETF Home Page Head-To-Head Liquidity Rating Expenses Rating Returns Rating Volatility Rating Dividend Rating Concentration Rating; EPHE: iShares MSCI Philippines … Review the MSCI methodology behind Sustainability Characteristics, using links below. The MSCI Philippines Small Cap Index was launched on Jun 01, 2007. {{{;Ž}ƒ#âtp¶8_\. Performance chart data not available for display. The after-tax returns shown are not relevant to investors who hold their fund shares through tax-deferred arrangements such as 401(k) plans or individual retirement accounts. This analysis can provide insight into the effective management and long-term financial prospects of a fund. ©2020 BlackRock, Inc. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, FACTORSELECT, iTHINKING, iSHARES CONNECT, FUND FRENZY, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, the iShares Core Graphic, CoRI and the CoRI logo are trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. Date Index Name Closing Index Level Currency MSCI Code Number of Securities; 2020-12 … For funds with an investment objective that include the integration of ESG criteria, there may be corporate actions or other situations that may cause the fund or index to passively hold securities that may not comply with ESG criteria. Buenos Aires Stock Exchange (BUE) .BA: Located in Buenos Aires, this exchange functions as the primary exchange in Argentina. Beginning August 10, 2020, market price returns for BlackRock and iShares ETFs are calculated using the closing price and account for distributions from the fund. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. The iShares ESG Aware MSCI USA Small-Cap ETF seeks to track the investment results of an optimized index designed to produce investment results comparable to a capitalization weighted index of small … Index performance returns do not reflect any management fees, transaction costs or expenses. This information must be preceded or accompanied by a current prospectus. ?§€:¢‹0ÂFB‘x$ !«¤i@ڐ¤¹ŠH‘§È[EE1PL”ʅ⢖¡V¡6£ªQP¨>ÔUÔ(j Achieving such exceptional returns involves the risk of volatility and investors should not expect that such results will be repeated. Although BlackRock shall obtain data from sources that BlackRock considers reliable, all data contained herein is provided “as is” and BlackRock makes no representation or warranty of any kind, either express or implied, with respect to such data, the timeliness thereof, the results to be obtained by the use thereof or any other matter. iShares funds are available through online brokerage firms.All iShares ETFs trade commission free online through Fidelity. Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund may be exposed through its investments. The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. Please refer to the fund’s prospectus for more information. For newly launched funds, sustainability characteristics are typically available 6 months after launch. None of these companies make any representation regarding the advisability of investing in the Funds. It provides a seamless, modern and fully integrated view across all … Navigate evolving markets with iShares insights, MSCI Weighted Average Carbon Intensity (Tons CO2E/$M SALES). Read the prospectus carefully before investing. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares ETF and BlackRock Fund prospectus pages. This information should not be used to produce comprehensive lists of companies without involvement. As a result, it is possible there is additional involvement in these covered activities where MSCI does not have coverage. For iShares ETFs, Fidelity receives compensation from the ETF sponsor and/or its affiliates in connection with an exclusive long-term marketing program that includes promotion of iShares ETFs and inclusion of iShares funds in certain Fidelity Brokerage Services platforms and investment programs. The sale of ETFs is subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). Investing involves risk, including possible loss of principal. Before engaging Fidelity or any broker-dealer, you should evaluate the overall fees and charges of the firm as well as the services provided. Certain information contained herein (the “Information”) has been provided by MSCI ESG Research LLC, a RIA under the Investment Advisers Act of 1940, and may include data from its affiliates (including MSCI Inc. and its subsidiaries (“MSCI”)), or third party suppliers (each an “Information Provider”), and it may not be reproduced or redisseminated in whole or in part without prior written permission. BlackRock leverages this data to provide a summed up view across holdings and translates it to a fund's market value exposure to the listed Business Involvement areas above. Collectively, they provide detailed equity market coverage for more than 80 … Ishares MSCI India Small Cap ETF: 1.09%: 69: AAXJ: iShares MSCI All Country Asia ex Japan Index Fund: 1.09%: 70: EWJ: iShares MSCI Japan Index Fund ... VanEck Vectors Vietnam ETF: 0.72%: 74: EPHE: iShares MSCI Philippines … The metrics are based on MSCI ESG Fund Ratings and, unless otherwise stated in fund documentation and included within a fund’s investment objective, do not change a fund’s investment objective or constrain the fund’s investable universe, and there is no indication that an ESG or Impact focused investment strategy or exclusionary screens will be adopted by a fund. These risks often are heightened for investments in emerging/developing markets or in concentrations of single countries. MSCI … ©2019 BlackRock, Inc. All rights reserved. Possible there is additional Involvement in the ETF ’ s prospectus for more information the day’s most traded... And one can not invest directly in an index in more detail in the ETF ’ s sustainable Characteristics differ... Funds can benefit from that performance limit any liability that may not by law. 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