iShares MSCI EAFE ETF
Shareclass
iShares MSCI EAFE ETF (EFA)
Type
Exchange-traded fund
Manager
Gender equality score
58
/ 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: 260 out of 1,100 funds
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Groups
Categories
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
13/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
1/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
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
Environment
Social
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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 Group0.16% of assets$94.88M invested
- 2. GPT Group0.03% of assets$18.99M invested
- 3. QBE Insurance Group Ltd0.11% of assets$70.17M invested
- 4. Allianz SE0.89% of assets$541.12M invested
- 5. Sanofi SA0.69% of assets$419.57M invested
- 6. AstraZeneca PLC1.23% of assets$752.21M invested
- 7. Qantas Airways Ltd0.03% of assets$16.45M invested
- 8. ASX Ltd0.05% of assets$29.73M invested
- 9. Standard Chartered PLC0.16% of assets$100.07M invested
- 10. CAR Group Ltd0.04% of assets$27.17M 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. Kobe Bussan Co Ltd0.03% of assets$15.63M invested
- 2. Futu Holdings Ltd ADR0.03% of assets$17.61M invested
- 3. Heineken Holding NV0.06% of assets$34.43M invested
- 4. Central Japan Railway Co0.09% of assets$53.79M invested
- 5. Yangzijiang Shipbuilding (Holdings) Ltd0.02% of assets$14.9M invested
- 6. Keyence Corp0.45% of assets$276.42M invested
- 7. Daito Trust Construction Co Ltd0.04% of assets$22.09M invested
- 8. Konami Group Corp0.08% of assets$48.61M invested
- 9. Zensho Holdings Co Ltd0.03% of assets$20.25M invested
- 10. CVC Capital Partners PLC0.02% of assets$12.86M 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
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.
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See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
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