iShares MSCI EAFE ETF | Fossil fuel investments

Exchange-traded fund

iShares MSCI EAFE ETF

Fund manager

Ticker EFA

Investments in major fossil fuel companies

Top 200 carbon reserves

$759.33 MILLION

Top 200 carbon reserves

$539.8 MILLION

Top 200 carbon reserves

$491.32 MILLION

Top 200 carbon reserves

$355.11 MILLION

Top 200 carbon reserves

$216.93 MILLION

Top 200 carbon reserves

$208.34 MILLION

Fossil fuel holdings

Producers energy sector

Top 200 owners of carbon reserves

Carbon Underground 200

holdings

$4.03B

invested

7.96%

of portfolio

Coal industry

Coal miners, coal services, owners of coal reserves

holdings

$1.88B

invested

3.71%

of portfolio

Oil/gas industry

Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators

holdings

$4.05B

invested

7.99%

of portfolio

Consumers utility sector

Top 30 coal-fired utilities

Macroclimate 30

holdings

$135.06M

invested

0.27%

of portfolio

Fossil-fired utilities

Utilities burning fossil fuels or distributing gas

holdings

$1.66B

invested

3.28%

of portfolio

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

All fossil fuel companies

60 holdings

1. Shell PLC
$759.33M
1.5%
2. BHP Group Ltd
$539.8M
1.07%
3. TotalEnergies SE
$491.32M
0.97%
4. BP PLC
$355.11M
0.7%
5. Glencore PLC
$216.93M
0.43%

See all

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Business as usual is fueling climate destruction.

iShares MSCI EAFE ETF $EFA is 11% invested in fossil fuel stocks, with $5.37 BILLION invested across 60 equity holdings

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 MSCI EAFE ETF [EFA]

Basic

Expanded

Environment report card

Fossil fuels
Investments in coal, oil, and natural gas energy and utility companies

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

Social report card

Gender equality
Gender equality group ranking, based on Equileap company data

Civilian firearms
Investments in civilian firearms manufacturers and gun retailers

Prison industrial complex
Investments in prisons and borders industry

Military weapons
Investments in military arms manufacturers and services companies

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 EFA at Morningstar.com

Current fund

EFA

iShares 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: 5/31/22

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

1.25% less invested

Lower carbon footprint

43 tonnes CO2e/$1M USD lower

More invested in Clean200

0.32% more invested

Current fund

EFA

iShares 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: 5/31/22

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

1.25% less invested

Lower carbon footprint

43 tonnes CO2e/$1M USD lower

More invested in Clean200

0.32% more invested

Current fund

EFA

iShares 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: 5/31/22

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

1.25% less invested

Lower carbon footprint

43 tonnes CO2e/$1M USD lower

More invested in Clean200

0.32% more invested

Month-end trailing returns

Performance as of date: 5/31/22

Morningstar suggested benchmark: MSCI ACWI Ex USA NR USD

Annualized returns

Climate analysis

1-yr

3-yr

5-yr

10-yr

This fund
EFA - iShares MSCI EAFE ETF

-10.44%

6.51%

4.19%

7.12%

11%

Benchmark

-12.52%

6.26%

4.27%

6.24%

12%

Fund compared to benchmark

2.08%

0.25%

-0.08%

0.87%

1.25% lower

Find more financial data on EFA at Morningstar.com

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