Fossil fuel companiesare fueling the climate crisis.


iShares MSCI EAFE ETF

Shareclass
iShares MSCI EAFE ETF (EFA)
Type
Exchange-traded fund
Fossil fuel exposure of 11.25% places the fund in the F tier, between 9% and 100% exposure.

Methodology
F
Investments in major fossil fuel companies
Shell PLC
Carbon Underground 200Top 200 carbon reserves
$685.33 MILLION
BHP Group Ltd
Carbon Underground 200Top 200 carbon reserves
$550.83 MILLION
TotalEnergies SE
Carbon Underground 200Top 200 carbon reserves
$492.66 MILLION
BP PLC
Carbon Underground 200Top 200 carbon reserves
$319.52 MILLION
Glencore PLC
Carbon Underground 200Top 200 carbon reserves
$199.65 MILLION
Enel SpA
Macroclimate 30Top 30 coal-fired power
$191.03 MILLION
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
23
holdings
$3.55B
invested
6.91%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
21
holdings
$1.77B
invested
3.44%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
50
holdings
$5.37B
invested
10%
of portfolio
Utility sector
Top 30 coal-fired utilities
Top 30 coal-fired utilities
Macroclimate 30
3
holdings
$324.76M
invested
0.63%
of portfolio
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
31
holdings
$1.66B
invested
3.24%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
65 holdings
65 holdings
  • 1. Shell PLC
    Carbon Underground 200Oil/gas industry
    $685.33M
    1.33%
  • 2. BHP Group Ltd
    Carbon Underground 200Coal industryOil/gas industry
    $550.83M
    1.07%
  • 3. TotalEnergies SE
    Carbon Underground 200Oil/gas industry
    $492.66M
    0.96%
  • 4. Siemens AG
    Oil/gas industry
    $450.69M
    0.88%
  • 5. BP PLC
    Carbon Underground 200Oil/gas industry
    $319.52M
    0.62%
See all
Share to spread the word.
Business as usual is fueling climate destruction.
iShares MSCI EAFE ETF $EFA is 11% ($5.78 BILLION) invested in fossil fuel stocks
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Financial performance
Performance data provided byMorningstarFind more financial data on EFA at Morningstar.com
Current fund
EFA
iShares MSCI EAFE ETF
Family
BlackRock/iShares
Category
Foreign Large Blend
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 10-yr returns 
0.61% more in annualized returns
Less invested in fossil fuels 
0.81% less invested
Lower fossil finance risk score 
4 points lower
Higher fossil insurance risk score 
5 points higher
More invested in Clean200 
0.66% more invested
Current fund
EFA
iShares MSCI EAFE ETF
Family
BlackRock/iShares
Category
Foreign Large Blend
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 10-yr returns 
0.61% more in annualized returns
Less invested in fossil fuels 
0.81% less invested
Lower fossil finance risk score 
4 points lower
Higher fossil insurance risk score 
5 points higher
More invested in Clean200 
0.66% more invested
Current fund
EFA
iShares MSCI EAFE ETF
Family
BlackRock/iShares
Category
Foreign Large Blend
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 10-yr returns 
0.61% more in annualized returns
Less invested in fossil fuels 
0.81% less invested
Lower fossil finance risk score 
4 points lower
Higher fossil insurance risk score 
5 points higher
More invested in Clean200 
0.66% more invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
EFA - iShares MSCI EAFE ETF
8.24%
4.25%
6.71%
4.63%
11% 
Benchmark
ACWX - iShares MSCI ACWI ex U.S. ETF
4.43%
0.74%
4.99%
4.02%
12% 
Fund compared to benchmark
 
3.81%
3.5%
1.73%
0.61%
0.81%  lower
Find more financial data on EFA at Morningstar.com
What's next?
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