iShares MSCI EAFE Value ETF
Fund offered by:
BlackRock/iShares
Ticker: EFV
Fossil fuel grade: Fossil fuel exposure of 15.52% places the fund in the F grade range of between 11% and 100% exposure.Fossil fuel exposure of 15.52% places the fund in the F grade range of between 11% and 100% exposure.How we track fossil fuel investments
F
$900.42 MILLION
in fossil fuel investments
Fossil free badges
0 out of 5 badges
Legacy grade: Funds can earn up to five badges for avoiding stock investments in different fossil fuel sectors.
61
fossil fuel stocks found
16%
of assets flagged
Data as of 7/31/20
Fossil fuel holdings
  For each fossil fuel category, we show the fund's exposure, if we found any.
Click a category to see the breakdown of companies in the pie chart and list below.
Producers energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
11%
of assets
30
holdings
$622.93M
invested
Coal industry
Coal industry
Coal miners and owners of coal reserves
4.99%
of assets
18
holdings
$289.75M
invested
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
8.6%
of assets
22
holdings
$498.84M
invested
Consumers utility sector
Top 30 coal-fired utilities
Top 30 coal-fired utilities
Macroclimate 30
0.85%
of assets
5
holdings
$49.43M
invested
Fossil-fired utilities
Fossil-fired utilities
Electric utilities powered by coal and natural gas
5.86%
of assets
34
holdings
$339.83M
invested
All fossil fuel companies
61 holdings
61 holdings
  • 1. Total SE
    Carbon Underground 200Oil/gas industry
    1.38% of assets
    $80.18M invested
  • 2. BHP Group Ltd
    Carbon Underground 200Coal industryOil/gas industry
    1.17% of assets
    $68.04M invested
  • 3. Enel SpA
    Fossil-fired utility
    1.12% of assets
    $65.17M invested
  • 4. BP PLC
    Carbon Underground 200Oil/gas industry
    1.1% of assets
    $64.1M invested
  • 5. Royal Dutch Shell PLC Class A
    Carbon Underground 200Oil/gas industry
    0.92% of assets
    $53.1M invested
See all
Share to spread the word that business as usual is killing the climate.
iShares MSCI EAFE Value ETF $EFV is 16% invested in fossil fuel stocks, with $900.42 MILLION invested across 61 equity holdings
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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: 7/31/20
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 
-1.98% less in annualized returns
More invested in fossil fuels 
6.89% more invested
Higher carbon footprint 
101 tonnes CO2e/$1M USD higher
Less invested in Clean200 
0.67% 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: 7/31/20
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 
-1.98% less in annualized returns
More invested in fossil fuels 
6.89% more invested
Higher carbon footprint 
101 tonnes CO2e/$1M USD higher
Less invested in Clean200 
0.67% 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: 7/31/20
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 
-1.98% less in annualized returns
More invested in fossil fuels 
6.89% more invested
Higher carbon footprint 
101 tonnes CO2e/$1M USD higher
Less invested in Clean200 
0.67% 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
-12.48%
-5.53%
-2.03%
2.33%
16% 
Benchmark
ACWX - iShares MSCI ACWI ex U.S. ETF
0.29%
1.25%
3.07%
4.31%
8.62% 
Fund compared to benchmark
 
-12.77%
-6.79%
-5.1%
-1.98%
6.89%  higher
Find more financial data on EFV at Morningstar.com
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