iShares Core MSCI EAFE ETF

Shareclass

iShares Core MSCI EAFE ETF (IEFA)

Type

Exchange-traded fund

Manager

BlackRock/iShares

Commercial and investment banks' carbon-intensive funding is fundamentally incompatible with reaching the 1.5-degree aligned global goal necessary to prevent catastrophic climate harm.

Banks

Banks providing lending to fossil fuels

holdings

$10.16B

invested

8.38%

of fund

Holding
Risk score
$ invested
% of fund
1. HSBC Holdings PLC
4.5
$1.06B
0.88%
Risk score
invested
of fund
2. Commonwealth Bank of Australia
0.4
$974.75M
0.8%
Risk score
invested
of fund
3. Mitsubishi UFJ Financial Group Inc
7.1
$740.66M
0.61%
Risk score
invested
of fund
4. UBS Group AG
4.9
$628.78M
0.52%
Risk score
invested
of fund
5. Sumitomo Mitsui Financial Group Inc
4.9
$502.79M
0.41%
Risk score
invested
of fund

Show all

When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.

Primary insurers and reinsurers are continuing to underwrite and invest in coal, oil, and gas, while experiencing dramatic losses associated with catastrophic weather-related events.

Insurers

Insurance companies insuring and investing in fossil fuels

holdings

$3.63B

invested

2.99%

of fund

Holding
Risk score
$ invested
% of fund
1. Allianz SE
4.7
$765.31M
0.63%
Risk score
invested
of fund
2. Zurich Insurance Group AG
6.2
$532.42M
0.44%
Risk score
invested
of fund
3. Munchener Ruckversicherungs-Gesellschaft AG
6.6
$430.27M
0.36%
Risk score
invested
of fund
4. Tokio Marine Holdings Inc
8.4
$428.07M
0.35%
Risk score
invested
of fund
5. AXA SA
5.2
$420.77M
0.35%
Risk score
invested
of fund

Show all

Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

iShares Core MSCI EAFE ETF IEFA

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Financial performance

Performance data provided by

Find more financial data on IEFA at Morningstar.com

Current fund

IEFA

iShares Core MSCI EAFE ETF

Family

BlackRock/iShares

Category

Foreign Large Blend

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher

10-yr returns

0.87% more in annualized returns

Less invested in fossil fuels

1.26% less invested

Lower fossil finance risk score

4 points lower

Higher fossil insurance risk score

3 points higher

Less invested in Clean200

1.26% less invested

Current fund

IEFA

iShares Core MSCI EAFE ETF

Family

BlackRock/iShares

Category

Foreign Large Blend

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher

10-yr returns

0.87% more in annualized returns

Less invested in fossil fuels

1.26% less invested

Lower fossil finance risk score

4 points lower

Higher fossil insurance risk score

3 points higher

Less invested in Clean200

1.26% less invested

Current fund

IEFA

iShares Core MSCI EAFE ETF

Family

BlackRock/iShares

Category

Foreign Large Blend

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher

10-yr returns

0.87% more in annualized returns

Less invested in fossil fuels

1.26% less invested

Lower fossil finance risk score

4 points lower

Higher fossil insurance risk score

3 points higher

Less invested in Clean200

1.26% less invested

Month-end trailing returns

Performance as of date: 10/31/24

Morningstar suggested benchmark: MSCI ACWI Ex USA NR USD

Annualized returns

Climate analysis

1-yr

3-yr

5-yr

10-yr

This fund
IEFA - iShares Core MSCI EAFE ETF

22%

2.03%

6.12%

5.5%

19 points

Benchmark

23%

1.44%

5.57%

4.64%

16 points

Fund compared to benchmark

-0.99%

0.6%

0.55%

0.87%

3 points higher

Find more financial data on IEFA at Morningstar.com

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Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer

Banks and insurersare financing the climate crisis.

iShares Core MSCI EAFE ETF

Fossil fuel finance

Commercial and investment banks' carbon-intensive funding is fundamentally incompatible with reaching the 1.5-degree aligned global goal necessary to prevent catastrophic climate harm.

Fossil fuel insurance

Primary insurers and reinsurers are continuing to underwrite and invest in coal, oil, and gas, while experiencing dramatic losses associated with catastrophic weather-related events.

Environment

Social

Disclaimer: As You Sow is not an investment adviser