EFAiShares MSCI EAFE ETF
EFA Fund Description
EFA tracks a market-cap-weighted index of developed-market securities based in Europe, Australia and the Far East. It excludes the US and Canada, and small-caps.
EFA Factset Analytics Insight
EFA provides highly accessible exposure to probably the best-known international equity index: MSCI’s EAFE. The fund delivers excellent exposure to developed equities, albeit with some definitional differences from peers. It excludes North America and South Korea, while Vanguard’s VEA includes South Korea and Schwab’s SCHF includes both countries. EFA holds only large- and midcap stocks, sister fund IEFA offers similar geographic exposure while including small-caps in marketlike proportion. Launched in 2001, the fund was first in the space. Investors should consider all in costs when comparing the fund to other ETFs in the space. As EFA tends to claw back much of its fee through skillful portfolio management and securities lending revenue sharing. In all, EFA delivers excellent coverage of international equities.
EFA MSCI ESG Analytics Insight
iShares MSCI EAFE ETF has an MSCI ESG Fund Rating of AAA based on a score of 8.92 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
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. iShares MSCI EAFE ETF ranks in the 90th percentile within its peer group and in the 76th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
EFA MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
EFA Summary Data
EFA Portfolio Data
EFA Index Data
EFA Portfolio Management
EFA Tax Exposures
EFA Fund Structure
EFA Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EFA. EFA is rated a 5 out of 5.
EFA Top 10 Holdings[View All]
EFA Economic Development
EFA Performance Statistics
EFA MSCI ESG Ratings
EFA Benchmark Comparison Summary
EFA Benchmark Comparison Market Cap Size
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