EFViShares MSCI EAFE Value ETF
EFV Fund Description
EFV tracks a market-cap-weighted index of developed-market value stocks from Europe, Australia and the Far East.
EFV Factset Analytics Insight
EFV provides large- and midcap exposure to the developed countries in Europe, Australia and the Far East—notably excluding US and Canada. EFV targets value stocks in the MSCI EAFE Index based on factors like their book value to price ratios, 12-month forward earnings to price ratios and dividend yields. Selected securities are weighted by market-cap, as a result, the fund comes with a large-cap tilt. Overall, EFV captures the ex-US value space well. The index is reviewed on a semi-annual basis.
EFV MSCI ESG Analytics Insight
iShares MSCI EAFE Value ETF has an MSCI ESG Fund Rating of AA based on a score of 7.76 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 Value ETF ranks in the 87th percentile within its peer group and in the 63th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
EFV 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.
EFV Summary Data
EFV Portfolio Data
EFV Index Data
EFV Portfolio Management
EFV Tax Exposures
EFV Fund Structure
EFV Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EFV. EFV is rated a 5 out of 5.
EFV Top 10 Holdings[View All]
EFV Economic Development
EFV Performance Statistics
EFV MSCI ESG Ratings
EFV Benchmark Comparison Summary
EFV Benchmark Comparison Market Cap Size