Morningstar

iShares MSCI EAFE ETF EFA

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis EFA

Will EFA outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EFA’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EFA management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of EFA’s parent organization’s priorities and whether they’re in line with investors’ interests.

Foreign developed-market exposure.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

IShares MSCI EAFE International Index offers a market-cap-weighted portfolio of large- and mid-cap stocks in the developed international market. Its Morningstar Category-representative portfolio makes it a compelling option for foreign-stock investors.

by Zachary Evens
Rated on Published on

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Portfolio Holdings EFA

More EFA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ASML Holding NV

3.27 3B
Technology

HSBC Holdings PLC

1.59 1B
Financial Services

Roche Holding AG Ordinary Shares new

1.36 1B
Healthcare

Shell PLC

1.27 980M
Energy

Novartis AG Registered Shares

1.23 946M
Healthcare

AstraZeneca PLC

1.15 885M
Healthcare

Mitsubishi UFJ Financial Group Inc

1.13 868M
Financial Services

Nestle SA

1.09 839M
Consumer Defensive

Siemens AG

1.07 825M
Industrials

BHP Group Ltd

1.00 768M
Basic Materials

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