IEFA
iShares Core MSCI EAFE ETFIEFA Fund Description
IEFA tracks a market-cap-weighted index of developed-market stocks in Europe, Australasia and the Far East, and excludes North America. It covers about 98% of investable markets.
IEFA Factset Analytics Insight
IEFA offers broad, unbiased coverage of equities in developed international countries, excluding US and Canada. Unlike many competing funds, it includes smaller firms in marketlike proportion, making it more representative overall. Despite the challenges presented by small-caps, IEFA provides the exposure well. The depth of coverage and flexibility of the product makes 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. However, IEFA is a great choice for long-term exposure to developed markets outside North America.
IEFA MSCI ESG Analytics Insight
iShares Core MSCI EAFE ETF has an MSCI ESG Fund Rating of AA based on a score of 7.21 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 Core MSCI EAFE ETF ranks in the 83th percentile within its peer group and in the 44th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IEFA 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.
IEFA Summary Data
IEFA Portfolio Data
IEFA Index Data
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 Tradability
IEFA Top 10 Holdings[View All]
IEFA Countries
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IEFA Regions
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IEFA Economic Development
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IEFA Performance Statistics
IEFA MSCI ESG Ratings
IEFA Benchmark Comparison Summary
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IEFA Benchmark Comparison Market Cap Size
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.