iShares MSCI EAFE Value ETF
Shareclass
iShares MSCI EAFE Value ETF (EFV)
Type
Exchange-traded fund
Manager
Gender equality score
59
/ 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: 141 out of 1,100 funds
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Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
14/30
Policies promoting gender equality
17/20
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 Value ETF EFV
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. QBE Insurance Group Ltd0.15% of assets$30.26M invested
- 2. GPT Group0.06% of assets$13.14M invested
- 3. Allianz SE1.49% of assets$303.2M invested
- 4. Sanofi SA1.44% of assets$293.53M invested
- 5. Standard Chartered PLC0.33% of assets$67.46M invested
- 6. National Grid PLC0.69% of assets$140.69M invested
- 7. Mirvac Group0.06% of assets$11.55M invested
- 8. Westpac Banking Corp0.84% of assets$171.31M invested
- 9. Publicis Groupe SA0.28% of assets$57.95M invested
- 10. Aviva PLC0.2% of assets$40.49M 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. Central Japan Railway Co0.17% of assets$34.13M invested
- 2. Daito Trust Construction Co Ltd0.07% of assets$14.96M invested
- 3. Hoshizaki Corp0.02% of assets$3.34M invested
- 4. SECOM Co Ltd0.16% of assets$33.57M invested
- 5. Taisei Corp0.08% of assets$16.46M invested
- 6. Suzuki Motor Corp0.14% of assets$29.21M invested
- 7. Toyota Industries Corp0.16% of assets$32.38M invested
- 8. T&D Holdings Inc0.11% of assets$22.26M invested
- 9. SG Holdings Co Ltd Ordinary Shares0.04% of assets$7.15M invested
- 10. Power Assets Holdings Ltd0.1% of assets$21.3M invested
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Financial performance
Performance data provided by
Find more financial data on EFV at Morningstar.com

Gender 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.
Benchmarking tool
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Visit Fossil Free Funds to measure the climate risk of this portfolio
More from Invest Your Values
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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