iShares MSCI EAFE ETF
Fund offered by:
Ticker: EFA
Gender equality score
47
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity Funds
Ranking: 234 out of 1,152 funds
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Groups
Categories
Gender balance in leadership and workforce
20/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
1/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
iShares MSCI EAFE ETF [EFA]
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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. DNB ASA0.12% of assets$65.72M invested
- 2. L'Oreal SA0.59% of assets$320.66M invested
- 3. WPP PLC0.09% of assets$51.61M invested
- 4. Diageo PLC0.59% of assets$319.66M invested
- 5. Mirvac Group0.05% of assets$24.81M invested
- 6. Enel SpA0.49% of assets$269.03M invested
- 7. Kering SA0.32% of assets$173.69M invested
- 8. Orange SA0.15% of assets$81.62M invested
- 9. Stockland Corp Ltd0.05% of assets$26.55M invested
- 10. National Australia Bank Ltd0.4% of assets$215.91M 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. Japan Airport Terminal Co Ltd0.02% of assets$9.74M invested
- 2. Sundrug Co Ltd0.02% of assets$8.72M invested
- 3. ABC-Mart Inc0.01% of assets$6.17M invested
- 4. Jardine Matheson Holdings Ltd0.09% of assets$47.22M invested
- 5. Jardine Strategic Holdings Ltd0.04% of assets$24.22M invested
- 6. GLP J-REIT0.04% of assets$22.37M invested
- 7. Xinyi Glass Holdings Ltd0.04% of assets$19.64M invested
- 8. GMO Payment Gateway Inc0.03% of assets$17.95M invested
- 9. Hoshizaki Corp0.03% of assets$15M invested
- 10. Hikari Tsushin Inc0.03% of assets$13.97M invested
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Financial performance
Performance data provided by
Find more financial data on EFA at Morningstar.com
Find more financial data on EFA at Morningstar.comGender Equality and Returns
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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.
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