iShares MSCI EAFE ETF | Investment Profile

Exchange-traded fund

iShares MSCI EAFE ETF

Ticker EFA

Fund manager

Fund investment profile

Shareclass ticker

EFA

Data as of

Jul 29, 2022

Shareclass name

iShares MSCI EAFE ETF

% of fund assets screened

99%

Shareclass type

Exchange-traded funds (ETFs)

Fund net assets

$47.33 BILLION

Fund family

BlackRock/iShares

Fund category

Foreign Large Blend

Domicile country

United States

Portfolio currency

US Dollar

Non-diversification risk

Socially responsible fund

Fossil fuel totals

Fossil fuel grade

Total fossil fuel stock holdings

Total % invested in fossil fuel stocks

9.85%

Total assets invested in fossil fuel stocks

$4.67 BILLION

Clean200 totals

Total Clean200 stock holdings

Total % invested in Clean200 stocks

9.87%

Total assets invested in Clean200 stocks

$4.68 BILLION

Clean200

EFA

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: 7/31/22

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

0.85% more in annualized returns

Less invested in fossil fuels

1.38% less invested

Lower carbon footprint

44 tonnes CO2e/$1M USD lower

More invested in Clean200

0.18% 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: 7/31/22

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

0.85% more in annualized returns

Less invested in fossil fuels

1.38% less invested

Lower carbon footprint

44 tonnes CO2e/$1M USD lower

More invested in Clean200

0.18% 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: 7/31/22

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

0.85% more in annualized returns

Less invested in fossil fuels

1.38% less invested

Lower carbon footprint

44 tonnes CO2e/$1M USD lower

More invested in Clean200

0.18% more invested

Month-end trailing returns

Performance as of date: 7/31/22

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

-13.84%

3.42%

2.74%

5.81%

9.85%

Benchmark

-15.04%

2.84%

2.4%

4.96%

11%

Fund compared to benchmark

1.2%

0.57%

0.34%

0.85%

1.38% lower

Find more financial data on EFA at Morningstar.com

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Recent blog posts

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In polls with investors broadly, more than 70% say that they would like to invest sustainably and, specifically, not in oil, coal, and deforestation. Given the threat that climate change poses to workers’ life savings, it makes sense that 401(k) and other mutual fund investors would be looking to safeguard financial security over time by mitigating climate change-related financial and economic risks.

Urge asset managers to adopt a No Deforestation policy

Mar 21, 2022

Happy International Day of Forests! Today, people all over the world are taking action to protect our forests and raising awareness of their importance. If you’re invested in mutual funds or saving for retirement, you have the power to help end deforestation once and for all. Sign a petition asking your asset manager to adopt a No Deforestation policy!

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