Latin America Leads Performance Despite Heavy Outflows from Brazil ETFs

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Weekly Channel Summary

The Region & Country ETF channel, comprising 191 funds from 37 issuers, holds a total of $303.60B in assets under management. The segment experienced modest net outflows of $124M over the past week, though it has attracted significant capital year-to-date. Investors have poured $26.8B into these ETFs so far in 2026, contributing to a total one-year inflow of $36.8B.

This Week’s Performance Leaders and Laggards

Latin America was the standout performer this week, delivering a 3.32% return for investors. This gain contrasts with its recent performance, as the category is still slightly down over the past one and three months. On the other end of the spectrum, the Asia-Pacific region was the sole category to finish in the red, declining by 1.18%. Despite the weekly loss, Asia-Pacific remains the top-performing region year-to-date with a commanding 28.84% gain.

Region Performance Snapshot

Region WTD 1 Month 3 Month 6 Month YTD 1 Year
Latin America 3.32% -0.03% -1.15% -6.64% 12.56% 34.62%
Africa-Middle East 0.92% 5.19% 0.14% -0.51% 8.17% 23.13%
North America 0.20% 5.59% 7.18% 10.00% 16.36% 33.26%
Eurozone 0.19% 4.44% 6.12% 5.39% 13.30% 21.58%
Asia-Pacific -1.18% 2.55% 2.43% 9.07% 28.84% 48.43%

Top & Bottom 5 ETFs by Weekly Performance

Funds focused on African equities delivered strong results, with the iShares MSCI South Africa ETF (EZA) leading all funds with a 7.37% weekly gain. The VanEck Africa Index ETF (AFK) also posted a robust return of 6.99%. Conversely, Korean-focused thematic funds struggled, as the PLUS Korea Defense Industry Index ETF (KDEF) was the worst performer, falling 8.57% for the week.

Ticker Fund Name WTD Performance
Top Performers
EZA iShares MSCI South Africa ETF 7.37%
AFK VanEck Africa Index ETF 6.99%
EPU iShares MSCI Peru and Global Exposure ETF 5.99%
FLLA Franklin FTSE Latin America ETF 4.42%
EWH iShares MSCI Hong Kong ETF 4.29%
Bottom Performers
KDEF PLUS Korea Defense Industry Index ETF -8.57%
KMCA PLUS Korea Manufacturing Core Alliance Index ETF -6.32%
ITEQ Amplify BlueStar Israel Technology ETF -4.55%
NBJP Neuberger Japan Equity ETF -4.24%
SMHC VanEck China Semiconductor ETF -4.19%

Analyzing the Weekly Flows

Despite the small net outflow of $124M from the channel, investor activity varied significantly by region. North America-focused funds led the way, attracting $316M in new assets, followed closely by the Asia-Pacific region with $239M in net inflows. These gains were more than offset by substantial redemptions from Latin America, which experienced net outflows of $658M. The Eurozone and Africa-Middle East regions saw minimal net flow changes for the week.

Region Flows Summary

Region Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
North America 3 $19.11B $316M $680M $1,446M $2,919M $3,293M
Asia-Pacific 107 $174.73B $239M $5,707M $6,939M $18,713M $23,866M
Africa-Middle East 11 $3.05B -$10M -$75M -$208M $368M $662M
Eurozone 55 $89.93B -$11M $1,107M $3,139M $2,433M $5,427M
Latin America 15 $16.78B -$658M -$1,071M -$2,983M $2,361M $3,583M

Top & Bottom 5 ETFs by 5-Day Flow

The iShares MSCI Canada ETF (EWC) was the week’s clear favorite, single-handedly accounting for all of the North American region’s inflows by gathering $316M. On the other hand, outflows were concentrated in funds targeting Brazil and South Korea. The iShares MSCI Brazil ETF (EWZ) shed $459M, while the iShares MSCI South Korea ETF (EWY) saw $269M in redemptions.

Ticker Fund Name 5-Day Flow
Inflows
EWC iShares MSCI Canada ETF $316M
AIA iShares Asia 50 ETF $139M
EWT iShares MSCI Taiwan ETF $105M
EWJ iShares MSCI Japan ETF $100M
FLKR Franklin FTSE South Korea ETF $71M
Outflows
EWZ iShares MSCI Brazil ETF -$459M
EWY iShares MSCI South Korea ETF -$269M
ILF iShares Latin America 40 ETF -$143M
EWU iShares MSCI United Kingdom ETF -$72M
EWW iShares MSCI Mexico ETF -$52M

Issuer League Table Update

iShares continues to dominate the Region & Country landscape, commanding a 53.75% market share, followed by JPMorgan with 15.30%. This week, Franklin was the top asset gatherer among issuers, securing $145M in net inflows. In contrast, market leader iShares experienced the largest outflows, with investors pulling a net $289M from its products.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
iShares 64 $163.17B 53.75%
JPMorgan 5 $46.44B 15.30%
Vanguard 2 $39.59B 13.04%
Franklin 18 $15.56B 5.12%
WisdomTree 10 $12.74B 4.20%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
Franklin $145M
JPMorgan $25M
Goldman Sachs $23M
Outflows
iShares -$289M
Invesco -$25M
KraneShares -$13M

For a deeper dive into these trends, access our FREE, in-depth Region & Country ETF reports in the right side panel of this page.

Disclosures

This material is for informational purposes only and should not be considered investment advice. All investments, including ETFs, involve risk, including the possible loss of principal. Investors should consider their investment objectives, risks, charges, and expenses carefully before investing.

This analysis was developed by the team at ETF Action. We leverage advanced AI tools to assist in the drafting and refinement of our content, based on our expert prompts, direction, and final review.