IEFA

iShares Core MSCI EAFE ETF
*Unless otherwise stated, data provided by FactSet.

IEFA 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 7.81 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 49th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

PERFORMANCE [as of 10/20/21] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
IEFA -0.66% 4.43% 11.87% 27.73% 11.28% 10.00% --
IEFA (NAV) 1.74% 4.03% 11.62% 27.39% 11.35% 10.09% --
MSCI EAFE IMI 0.82% 4.50% 11.25% 26.93% 11.12% 9.86% 8.32%
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

IEFA Summary Data

Blackrock
iShares
10/18/12
Open-Ended Fund
0.07%
$102.57B
$572.15M
0.01%

IEFA Portfolio Data

$70.96B
21.12
1.86
2.23%
12/13/21
3,007

IEFA Index Data

MSCI EAFE IMI
Market Cap
Market Cap
N/A

IEFA Portfolio Management

0.07%
0.13%
1.63%
-0.87%

IEFA Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

IEFA Fund Structure

Open-Ended Fund
No
Yes
-- / --
N/A
N/A
Low
Daily

IEFA Factset Analytics Block Liquidity

As of 10/21/21
5
4
3
2
1

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

7,715,918
$572.15M
6,822,788
$494.71M
0.01%
$0.01
0.15%
1.36% / -1.54%
None
19.00%
200,000
32.88
0.10%
0.04%
3,033
$76.38
5

IEFA Top 10 Holdings[View All]

1.72%
1.63%
1.33%
1.02%
0.92%
0.91%
0.90%
0.86%
0.74%
0.69%
10.71%

IEFA Countries


IEFA
Segment Benchmark
23.73%
--
15.19%
--
9.91%
--
9.26%
--
8.59%
--
7.20%
--
4.71%
--
4.36%
--
2.79%
--
2.58%
--

IEFA Regions


IEFA
Segment Benchmark
63.41%
--
35.39%
--
0.65%
--
0.54%
--

IEFA Economic Development


IEFA
Segment Benchmark
100.00%
--

IEFA Performance Statistics

--
--
--
--
0.00%
N/A

IEFA MSCI ESG Ratings

7.81 / 10
48.69
83.35
10.82%
--
129.68

IEFA Benchmark Comparison Holdings

3,007
--
--
0.00%

IEFA Benchmark Comparison Summary


IEFA
Segment Benchmark
3,007
--
$70.96B
--
21.12
--
1.86
--
2.22%
--
Low
High

IEFA Benchmark Comparison Market Cap Size


IEFA
Segment Benchmark
73.03%
--
20.36%
--
6.34%
--
0.27%
--