iShares MSCI EAFE ETF

Fund offered by:

Ticker: EFA

Mutual fund investment profile

Fossil fuel grade:

Shareclass ticker

EFA

Data as of

Feb 26, 2021

Shareclass name

iShares MSCI EAFE ETF

% of fund assets screened

99%

Shareclass type

Exchange-traded funds (ETFs)

Fund net assets

$53.3 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

Total fossil fuel stock holdings

Total % invested in fossil fuel stocks

8.79%

Total assets invested in fossil fuel stocks

$4.68 BILLION

Fossil fuel badges (legacy grade)

Fossil fuel grade

Clean200 totals

Total Clean200 stock holdings

Total % invested in Clean200 stocks

17%

Total assets invested in Clean200 stocks

$8.98 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

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

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: 2/28/21

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

0.39% more in annualized returns

More invested in fossil fuels

0.28% more invested

Lower carbon footprint

23 tonnes CO2e/$1M USD lower

More invested in Clean200

2.97% 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: 2/28/21

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

0.39% more in annualized returns

More invested in fossil fuels

0.28% more invested

Lower carbon footprint

23 tonnes CO2e/$1M USD lower

More invested in Clean200

2.97% 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: 2/28/21

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

0.39% more in annualized returns

More invested in fossil fuels

0.28% more invested

Lower carbon footprint

23 tonnes CO2e/$1M USD lower

More invested in Clean200

2.97% more invested

Month-end trailing returns

Performance as of date: 2/28/21

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

23%

4.58%

9.7%

4.98%

8.79%

Benchmark

26%

5.32%

11%

4.59%

8.51%

Fund compared to benchmark

-3.51%

-0.73%

-1.34%

0.39%

0.28% higher

Find more financial data on EFA at Morningstar.com

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Recent blog posts

Updating the Invest Your Values rating methodologies

Jan 21, 2021

Periodically, we review the Invest Your Values rating methodologies and adjust how we're assigning the A, B, C, D, and F letter grades. As the market changes, the distribution of exposure to companies changes, and the distribution of funds across grade groups can get skewed. By regularly measuring the distribution of results and adjusting the grade assignments, we aim to keep everything up to date.

Defining Sustainable Investments

Nov 12, 2020

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