Morningstar

iShares MSCI EAFE Min Vol Factor ETF EFAV

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

Morningstar’s Analysis EFAV

Will EFAV 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 EFAV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EFAV 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 EFAV’s parent organization’s priorities and whether they’re in line with investors’ interests.

A well-constructed fund.

Senior Associate Analyst Brendan McCann

Brendan McCann

Senior Associate Analyst

Summary

IShares MSCI EAFE Minimum Volatility ETF is a well-designed low-volatility strategy whose ability to weather drawdowns should continue to drive a strong risk/reward profile.

by Brendan McCann
Rated on Published on

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Portfolio Holdings EFAV

More EFAV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DBS Group Holdings Ltd

1.57 83M
Financial Services

Shell PLC

1.56 83M
Energy

Takeda Pharmaceutical Co Ltd

1.53 81M
Healthcare

Iberdrola SA

1.52 80M
Utilities

Equinor ASA

1.48 78M
Energy

Eni SpA

1.47 78M
Energy

SECOM Co Ltd

1.44 76M
Industrials

Oversea-Chinese Banking Corp Ltd

1.42 75M
Financial Services

TotalEnergies SE

1.40 74M
Energy

Novartis AG Registered Shares

1.33 70M
Healthcare

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