IEFAiShares Core MSCI EAFE ETF
IEFA Fund Description
The iShares Core MSCI EAFE ETF tracks a market-cap-weighted index of developed-market stocks in Europe, Australasia and the Far East, and excludes the US and Canada. It covers about 98% of investable markets.
IEFA Factset Analytics Insight
IEFA offers broad, unbiased coverage for a low fee. Unlike many competing funds, it includes smaller firms in marketlike proportion, making it more representative overall. Despite the challenges presented by small-caps, IEFA is among the most liquid funds in the space. Its ample liquidity, deep basket and very competitive fee make it suitable for long- and short-term investors alike. IEFA's only blemish is common to all funds that track a variant of the popular EAFE index: It excludes Canadian firms. A solid asset base rounds up this strong offering and underscores the fact that IEFA is a great choice for cost-effective, long-term exposure to developed markets outside North America.
IEFA MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of June 21, 2018 the iShares Core MSCI EAFE ETF MSCI ESG Fund Quality Score is 6.35 out of 10.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. IEFA ranks in the 56th percentile within its peer group and in the 80th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
IEFA CHARTS AND PERFORMANCE
IEFA Top 10 Countries
IEFA Top 10 Sectors
IEFA Top 10 Holdings [View All]
IEFA Portfolio Management
IEFA Tax Exposures
IEFA Fund Structure
IEFA Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IEFA. IEFA is rated a 5 out of 5.
IEFA Sector/Industry Breakdown
IEFA TOP 10 HOLDINGS[View All]
IEFA Economic Development
IEFA Performance Statistics
IEFA MSCI ESG Ratings
IEFA BENCHMARK COMPARISON SUMMARY
IEFA BENCHMARK COMPARISON MARKET CAP SIZE
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.