Morningstar

iShares MSCI EAFE Growth ETF EFG

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

Morningstar’s Analysis EFG

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

  • People Pillar

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

Reasonable, cost-effective exposure to US foreign large- and mid-cap growth stocks.

Senior Associate Analyst Brendan McCann

Brendan McCann

Senior Associate Analyst

Summary

IShares MSCI EAFE Growth ETF effectively captures most of the foreign large-growth market while charging a low fee. The fund is more diversified than most peers and enjoys low turnover.

by Brendan McCann
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Portfolio Holdings EFG

More EFG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ASML Holding NV

6.61 999M
Technology

AstraZeneca PLC

2.31 350M
Healthcare

SAP SE

2.01 303M
Technology

Schneider Electric SE

1.71 259M
Industrials

Commonwealth Bank of Australia

1.65 249M
Financial Services

Tokyo Electron Ltd

1.57 238M
Technology

Rolls-Royce Holdings PLC

1.52 230M
Industrials

Advantest Corp

1.50 227M
Technology

Hitachi Ltd

1.45 219M
Industrials

UBS Group AG Registered Shares

1.41 213M
Financial Services

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