iShares MSCI EAFE ETF
Fund offered by:
BlackRock/iShares
Ticker: EFA
Gender equality score
Gender equality score

45
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

B
74.2
percentile

Universe: Groups

Group: International Equity Funds

Ranking: 309 out of 1,195 funds


See more funds from this group
 All funds
 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
19/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
9/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
15/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
1/10
See the score criteria
Top scoring holdings
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. L'Oreal SA
    0.61% of assets
    $271.28M invested
  • 2. DNB ASA
    0.1% of assets
    $42.54M invested
  • 3. WPP PLC
    0.07% of assets
    $32.55M invested
  • 4. Mirvac Group
    0.04% of assets
    $19.48M invested
  • 5. Medibank Private Ltd
    0.04% of assets
    $17.24M invested
  • 6. Diageo PLC
    0.57% of assets
    $251.65M invested
  • 7. National Australia Bank Ltd
    0.32% of assets
    $139.11M invested
  • 8. Transurban Group
    0.2% of assets
    $86.15M invested
  • 9. Enel SpA
    0.49% of assets
    $215.74M invested
  • 10. Kering SA
    0.35% of assets
    $152.48M invested
Bottom scoring holdings
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. OBIC Co Ltd
    0.09% of assets
    $41.1M invested
  • 2. Makita Corp
    0.07% of assets
    $32.85M invested
  • 3. Nihon M&A Center Inc
    0.07% of assets
    $29.05M invested
  • 4. Sumitomo Realty & Development Co Ltd
    0.06% of assets
    $27.49M invested
  • 5. Nippon Building Fund Inc
    0.06% of assets
    $24.85M invested
  • 6. Kintetsu Group Holdings Co Ltd
    0.05% of assets
    $22.75M invested
  • 7. Asahi Intecc Co Ltd
    0.05% of assets
    $20.14M invested
  • 8. Keio Corp
    0.04% of assets
    $19.84M invested
  • 9. Tsuruha Holdings Inc
    0.04% of assets
    $17.19M invested
  • 10. Koito Manufacturing Co Ltd
    0.04% of assets
    $16.67M invested
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Financial performance
Performance data provided byMorningstarFind more financial data on EFA at Morningstar.com
Gender Equality and Returns
Returns chart for iShares 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
EFA
iShares MSCI EAFE ETF
Family
BlackRock/iShares
Category
Foreign Large Blend
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/20
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.48% more  in annualized returns
Higher overall gender equality score 
3 / 100 points higher
Higher gender balance in leadership and workforce score 
1 / 40 points higher
Higher equal compensation and work life balance score 
1 / 30 points higher
Higher policies promoting gender equality score 
1 / 20 points higher
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
EFA
iShares MSCI EAFE ETF
Family
BlackRock/iShares
Category
Foreign Large Blend
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/20
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.48% more  in annualized returns
Higher overall gender equality score 
3 / 100 points higher
Higher gender balance in leadership and workforce score 
1 / 40 points higher
Higher equal compensation and work life balance score 
1 / 30 points higher
Higher policies promoting gender equality score 
1 / 20 points higher
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
EFA
iShares MSCI EAFE ETF
Family
BlackRock/iShares
Category
Foreign Large Blend
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/20
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.48% more  in annualized returns
Higher overall gender equality score 
3 / 100 points higher
Higher gender balance in leadership and workforce score 
1 / 40 points higher
Higher equal compensation and work life balance score 
1 / 30 points higher
Higher policies promoting gender equality score 
1 / 20 points higher
Same commitment, transparency, and accountability score 
0 / 10 points 
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
EFA - iShares MSCI EAFE ETF
-6.85%
-1.27%
2.8%
3.75%
45  / 100 points
Benchmark
ACWX - iShares MSCI ACWI ex U.S. ETF
-2.89%
-0.31%
4.13%
3.27%
42  / 100 points
Fund compared to benchmark
 
-3.96%
-0.96%
-1.33%
0.48%
3  / 100 points higher
Find more financial data on EFA at Morningstar.com
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