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: 205 out of 1,138 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$69.46M invested
- 2. L'Oreal SA0.66% of assets$382.85M invested
- 3. WPP PLC0.1% of assets$56.6M invested
- 4. Diageo PLC0.65% of assets$377.66M invested
- 5. Mirvac Group0.05% of assets$28.59M invested
- 6. Enel SpA0.46% of assets$269.61M invested
- 7. Kering SA0.4% of assets$230.39M invested
- 8. Orange SA0.15% of assets$84.87M invested
- 9. Stockland Corp Ltd0.05% of assets$28.71M invested
- 10. National Australia Bank Ltd0.4% of assets$230.76M 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. ABC-Mart Inc0.01% of assets$6.39M invested
- 2. Jardine Matheson Holdings Ltd0.08% of assets$47.14M invested
- 3. Xinyi Glass Holdings Ltd0.04% of assets$24.13M invested
- 4. GLP J-REIT0.04% of assets$23.29M invested
- 5. GMO Payment Gateway Inc0.03% of assets$16.64M invested
- 6. Hoshizaki Corp0.03% of assets$15.9M invested
- 7. Hikari Tsushin Inc0.02% of assets$13.95M invested
- 8. Tsuruha Holdings Inc0.03% of assets$15.7M invested
- 9. Carl Zeiss Meditec AG0.04% of assets$25.07M invested
- 10. Mercari Inc0.03% of assets$16.05M 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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