IEFA
iShares Core MSCI EAFE ETF
📎 Investment Objective
The iShares Core MSCI EAFE ETF (IEFA) seeks to track the investment results of an index composed of large- and mid-capitalization developed market equities, excluding the U.S. and Canada.
Overview
ETF tracking iShares Core MSCI EAFE ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The iShares Core MSCI EAFE ETF (IEFA) seeks to track the investment results of an index composed of large- and mid-capitalization developed market equities, excluding the U.S. and Canada.
🎯 Investment Strategy
The ETF employs a passively managed, index-based approach, investing in a representative sample of securities included in the MSCI EAFE Index. It aims to provide exposure to developed market stocks outside of North America.
✨ Key Features
- Broad exposure to developed market equities in Europe, Australasia, and the Far East (EAFE)
- Low-cost, index-based approach with an expense ratio of 0.00%
- Diversified portfolio of large- and mid-cap stocks across multiple countries and sectors
- Suitable as a core international equity holding in a diversified investment portfolio
⚠️ Primary Risks
- Market risk: The value of the ETF's holdings may decline due to general market conditions or other factors
- Currency risk: The ETF's returns may be affected by fluctuations in the exchange rates between the U.S. dollar and the currencies of the countries in which the underlying securities are domiciled
- Concentration risk: The ETF's performance may be more volatile due to its focus on developed international markets
- Liquidity risk: The ETF's shares may trade at a premium or discount to its net asset value
👤 Best For
This ETF may be suitable for long-term investors seeking broad exposure to developed international equity markets as part of a diversified investment portfolio. It may be particularly appropriate for investors with a moderate to high risk tolerance who are looking to gain exposure to non-U.S. stocks.
Top Holdings
| Rank | Ticker | Name | Weight | Sector |
|---|---|---|---|---|
| 1 | ASML | ASML HOLDING NV | 1.71% | Information Technology |
| 2 | AZN | ASTRAZENECA PLC | 1.17% | Health Care |
| 3 | SAP | SAP | 1.12% | Information Technology |
| 4 | NESN | NESTLE SA | 1.11% | Consumer Staples |
| 5 | HSBA | HSBC HOLDINGS PLC | 1.09% | Financials |
| 6 | ROG | ROCHE HOLDING PAR AG | 1.09% | Health Care |
| 7 | NOVN | NOVARTIS AG | 1.07% | Health Care |
| 8 | SHEL | SHELL PLC | 0.94% | Energy |
| 9 | SIE | SIEMENS N AG | 0.85% | Industrials |
| 10 | 7203 | TOYOTA MOTOR CORP | 0.83% | Consumer Discretionary |
| 11 | MC | LVMH | 0.79% | Consumer Discretionary |
| 12 | 6758 | SONY GROUP CORP | 0.79% | Consumer Discretionary |
| 13 | 8306 | MITSUBISHI UFJ FINANCIAL GROUP INC | 0.77% | Financials |
| 14 | CBA | COMMONWEALTH BANK OF AUSTRALIA | 0.74% | Financials |
| 15 | SAN | BANCO SANTANDER SA | 0.70% | Financials |
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