iShares Core MSCI EAFE ETF

Shareclass

iShares Core MSCI EAFE ETF (IEFA)

Type

Exchange-traded fund

Manager

BlackRock/iShares

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

59.4

percentile

Universe: Groups

Group: International Equity Funds

Ranking: 435 out of 1,069 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Transurban Group
0.13% of assets
$159.74M invested
2. Enagas SA
0.02% of assets
$20.91M invested
3. Storebrand ASA
0.03% of assets
$30.55M invested
4. Diageo PLC
0.35% of assets
$427.39M invested
5. QBE Insurance Group Ltd
0.09% of assets
$104.92M invested
6. GPT Group
0.03% of assets
$38.45M invested
7. Sanofi SA
0.62% of assets
$749.02M invested
8. AstraZeneca PLC
1.13% of assets
$1.37B invested
9. Standard Chartered PLC
0.13% of assets
$161.76M invested
10. Yara International ASA
0.02% of assets
$30.22M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Summit Real Estate Holdings Ltd
<0.01% of assets
$1.7M invested
2. Delek Automotive Systems Ltd
<0.01% of assets
$2.11M invested
3. Isras Investments Co Ltd
<0.01% of assets
$2.19M invested
4. NTT UD Reit Investment Corp
<0.01% of assets
$6.96M invested
5. KBC Ancora SA
0.01% of assets
$14.1M invested
6. Gav-Yam Lands Corp Ltd
<0.01% of assets
$2 invested
7. Equital Ltd
<0.01% of assets
$4.65M invested
8. Heiwa Corp
<0.01% of assets
$6.58M invested
9. ABC-Mart Inc
0.01% of assets
$12.76M invested
10. Justsystems Corp
<0.01% of assets
$4.35M invested

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Financial performance

Performance data provided by

Find more financial data on IEFA at Morningstar.com

Gender Equality and Returns

Returns chart for iShares Core MSCI EAFE ETF

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

IEFA

iShares Core MSCI EAFE ETF

Family

BlackRock/iShares

Category

Foreign Large Blend

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

0.87% more in annualized returns

Same overall gender equality score

0 / 100 points

Lower gender balance in leadership and workforce score

1 / 40 points lower

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

IEFA

iShares Core MSCI EAFE ETF

Family

BlackRock/iShares

Category

Foreign Large Blend

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

0.87% more in annualized returns

Same overall gender equality score

0 / 100 points

Lower gender balance in leadership and workforce score

1 / 40 points lower

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

IEFA

iShares Core MSCI EAFE ETF

Family

BlackRock/iShares

Category

Foreign Large Blend

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

0.87% more in annualized returns

Same overall gender equality score

0 / 100 points

Lower gender balance in leadership and workforce score

1 / 40 points lower

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 10/31/24

Morningstar suggested benchmark: MSCI ACWI Ex USA NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
IEFA - iShares Core MSCI EAFE ETF

22%

2.03%

6.12%

5.5%

56 / 100 points

Benchmark

23%

1.44%

5.57%

4.64%

56 / 100 points

Fund compared to benchmark

-0.99%

0.6%

0.55%

0.87%

Same

Find more financial data on IEFA at Morningstar.com

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