Fossil fuel companiesare fueling the climate crisis.


iShares MSCI EAFE Value ETF

Shareclass
iShares MSCI EAFE Value ETF (EFV)
Type
Exchange-traded fund
Fossil fuel exposure of 18.35% 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
$390.13 MILLION
TotalEnergies SE
Carbon Underground 200Top 200 carbon reserves
$261.01 MILLION
BHP Group Ltd
Carbon Underground 200Top 200 carbon reserves
$246.51 MILLION
BP PLC
Carbon Underground 200Top 200 carbon reserves
$163.91 MILLION
Mitsubishi Corp
Carbon Underground 200Top 200 carbon reserves
$121.56 MILLION
Glencore PLC
Carbon Underground 200Top 200 carbon reserves
$95.99 MILLION
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
23
holdings
$1.8B
invested
12%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
18
holdings
$843.42M
invested
5.48%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
43
holdings
$2.64B
invested
17%
of portfolio
Utility sector
Top 50 coal-fired utilities
Top 50 coal-fired utilities
Macroclimate 50
2
holdings
$39.89M
invested
0.26%
of portfolio
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
23
holdings
$917.93M
invested
5.97%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
51 holdings
51 holdings
  • 1. Shell PLC
    Carbon Underground 200Oil/gas industry
    $390.13M
    2.54%
  • 2. TotalEnergies SE
    Carbon Underground 200Oil/gas industry
    $261.01M
    1.7%
  • 3. BHP Group Ltd
    Carbon Underground 200Coal industryOil/gas industry
    $246.51M
    1.6%
  • 4. BP PLC
    Carbon Underground 200Oil/gas industry
    $163.91M
    1.07%
  • 5. Siemens AG
    Oil/gas industry
    $163.26M
    1.06%
See all
Share to spread the word.
Business as usual is fueling climate destruction.
iShares MSCI EAFE Value ETF $EFV is 18% ($2.82 BILLION) invested in fossil fuel stocks
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Financial performance
Performance data provided byMorningstarFind more financial data on EFV at Morningstar.com
Current fund
EFV
iShares MSCI EAFE Value ETF
Family
BlackRock/iShares
Category
Foreign Large Value
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: 8/31/24
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:
Lower
 10-yr returns 
-0.39% less in annualized returns
More invested in fossil fuels 
6.85% more invested
Higher fossil finance risk score 
17 points higher
Higher fossil insurance risk score 
18 points higher
Less invested in Clean200 
0.64% less invested
Current fund
EFV
iShares MSCI EAFE Value ETF
Family
BlackRock/iShares
Category
Foreign Large Value
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: 8/31/24
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:
Lower
 10-yr returns 
-0.39% less in annualized returns
More invested in fossil fuels 
6.85% more invested
Higher fossil finance risk score 
17 points higher
Higher fossil insurance risk score 
18 points higher
Less invested in Clean200 
0.64% less invested
Current fund
EFV
iShares MSCI EAFE Value ETF
Family
BlackRock/iShares
Category
Foreign Large Value
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: 8/31/24
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:
Lower
 10-yr returns 
-0.39% less in annualized returns
More invested in fossil fuels 
6.85% more invested
Higher fossil finance risk score 
17 points higher
Higher fossil insurance risk score 
18 points higher
Less invested in Clean200 
0.64% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
EFV - iShares MSCI EAFE Value ETF
21%
7.93%
9%
3.9%
18% 
Benchmark
ACWX - iShares MSCI ACWI ex U.S. ETF
18%
2.05%
7.37%
4.29%
12% 
Fund compared to benchmark
 
2.73%
5.88%
1.62%
-0.39%
6.85%  higher
Find more financial data on EFV at Morningstar.com
What's next?
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