Region & Country ETF Weekly Recap: Eurozone Leads Amid Broad Outflows

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Weekly Channel Summary

The EQ: Region & Country ETF channel encompasses 190 ETFs managed across 37 issuers, representing $289.2 billion in total Assets Under Management (AUM). Over the past week, the channel faced notable distribution pressure, experiencing aggregate net outflows of -$1.79 billion. Despite these short-term redemptions and a 30-day flow trend of -$2.10 billion, the channel has proven resilient over longer horizons, continuing to boast $18.07 billion in year-to-date inflows and a massive $32.79 billion in net new money over the trailing one-year period.

This Week’s Performance Leaders and Laggards

The Eurozone category led the channel this week with a Week-to-Date (WTD) return of 2.63%, helping lift its Year-to-Date (YTD) performance to a solid 7.42%. Conversely, the Asia-Pacific category was the primary laggard, returning just 0.01% over the past five days, though it still maintains a strong 9.04% gain YTD.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Eurozone 2.63% 1.69% -0.22% 15.31% 7.42% 21.42%
Americas 1.42% -5.16% -5.07% 17.19% 10.18% 35.99%
Africa-Middle East 0.88% 0.01% 0.61% 11.91% 5.92% 26.16%
Asia-Pacific 0.01% 1.18% 0.67% 13.98% 9.04% 30.74%

Top & Bottom 5 ETFs by Weekly Performance

Focusing on individual funds, the iShares MSCI Sweden ETF (EWD) delivered the strongest performance, jumping 5.86% for the week. On the opposite side of the ledger, the VanEck Indonesia Index ETF (IDX) and the iShares MSCI Indonesia ETF (EIDO) posted the steepest declines, dropping -9.82% and -7.92%, respectively.

Ticker Fund Name WTD Performance
Top Performers
EWD iShares MSCI Sweden ETF 5.86%
MKOR Matthews Korea Active ETF 5.48%
KSTR KraneShares SSE STAR Market 50 Index ETF 5.47%
EWT iShares MSCI Taiwan ETF 5.41%
MINV Matthews Asia Innovators Active ETF 5.17%
Bottom Performers
IDX VanEck Indonesia Index ETF -9.82%
EIDO iShares MSCI Indonesia ETF -7.92%
KGRN KraneShares MSCI China Clean Technology Index ETF -5.10%
PGJ Invesco Golden Dragon China ETF -4.79%
KWEB KraneShares CSI China Internet ETF -4.62%

Analyzing the Weekly Flows

This week was characterized by broad-based asset distributions, with the channel shedding a total of -$1.79 billion. At the highest level, every single regional category registered net outflows. The Africa-Middle East category saw the lightest redemptions relative to the others, losing just -$42 million from its $3.3 billion asset base. The Eurozone category also exhibited comparatively moderate outflows of -$366 million. On the lower end, the Americas category suffered the most severe net withdrawals, bleeding -$746 million.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Africa-Middle East 11 $3.3B -$42M -$83M $1M $569M $898M
Eurozone 53 $83.5B -$366M -$2,085M -$2,595M -$712M $3,259M
Asia-Pacific 105 $164.9B -$633M $833M $3,913M $11,409M $19,869M
Americas 18 $37.5B -$746M -$763M $2,742M $6,800M $8,760M

Top & Bottom 5 ETFs by 5-Day Flow

Despite the broader negative trend, the iShares MSCI Australia ETF (EWA) stood out by hauling in $126 million in fresh capital to claim the top inflows spot. The heaviest selling pressure was concentrated in the iShares MSCI South Korea ETF (EWY) and the iShares Latin America 40 ETF (ILF), which experienced major liquidations amounting to -$318 million and -$253 million, respectively.

Ticker Fund Name 5-Day Flow
Inflows
EWA iShares MSCI Australia ETF $126M
IPAC iShares Core MSCI Pacific ETF $65M
DXJ WisdomTree Japan Hedged Equity Fund $60M
KSTR KraneShares SSE STAR Market 50 Index ETF $56M
AIA iShares Asia 50 ETF $33M
Outflows
EWY iShares MSCI South Korea ETF -$318M
ILF iShares Latin America 40 ETF -$253M
KWEB KraneShares CSI China Internet ETF -$231M
VGK Vanguard FTSE Europe ETF -$215M
FLTW Franklin FTSE Taiwan ETF -$178M

Issuer League Table Update

iShares and JPMorgan remain firmly entrenched as the channel’s top two providers, maintaining market shares of 53.57% and 14.87%, respectively. WisdomTree led the pack in terms of weekly asset gathering, pulling in $51 million in net inflows to defy the overall negative channel trend. Conversely, iShares bore the brunt of the weekly outflow pressure, registering a steep -$1.13 billion in net redemptions.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
iShares 64 $154.90B 53.57%
JPMorgan 5 $42.99B 14.87%
Vanguard 2 $38.33B 13.25%
Franklin 18 $12.85B 4.44%
WisdomTree 10 $12.42B 4.30%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
WisdomTree $51M
VanEck $13M
Invesco $5M
Outflows
iShares -$1,126M
Vanguard -$214M
KraneShares -$201M

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.