EFA
iShares MSCI EAFE ETF
📎 Investment Objective
The iShares MSCI EAFE ETF (EFA) 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 MSCI EAFE ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The iShares MSCI EAFE ETF (EFA) 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 international developed market stocks as an efficient way to diversify a portfolio.
✨ Key Features
- Broad exposure to developed international equity markets outside of North America
- Tracks the MSCI EAFE Index, a widely followed benchmark for international stocks
- Low-cost index-based approach with an expense ratio of 0.00%
- Suitable for long-term investors seeking international diversification
⚠️ Primary Risks
- Market risk: The value of the ETF's holdings may decline due to general market conditions
- Currency risk: Returns may be impacted by fluctuations in the exchange rates between the U.S. dollar and foreign currencies
- Concentration risk: The ETF's performance is tied to the economic and political conditions of the countries and regions it invests in
- Liquidity risk: The ETF may have difficulty trading certain securities at an advantageous time or price
👤 Best For
The iShares MSCI EAFE ETF is best suited for long-term investors seeking broad exposure to developed international equity markets as part of a diversified portfolio. It may be particularly attractive for investors looking to gain exposure to international stocks in a low-cost, passive manner.
Top Holdings
| Rank | Ticker | Name | Weight | Sector |
|---|---|---|---|---|
| 1 | ASML | ASML HOLDING NV | 1.99% | Information Technology |
| 2 | AZN | ASTRAZENECA PLC | 1.36% | Health Care |
| 3 | SAP | SAP | 1.31% | Information Technology |
| 4 | NESN | NESTLE SA | 1.30% | Consumer Staples |
| 5 | HSBA | HSBC HOLDINGS PLC | 1.27% | Financials |
| 6 | ROG | ROCHE HOLDING PAR AG | 1.27% | Health Care |
| 7 | NOVN | NOVARTIS AG | 1.25% | Health Care |
| 8 | SHEL | SHELL PLC | 1.10% | Energy |
| 9 | SIE | SIEMENS N AG | 0.99% | Industrials |
| 10 | 7203 | TOYOTA MOTOR CORP | 0.97% | Consumer Discretionary |
| 11 | 6758 | SONY GROUP CORP | 0.92% | Consumer Discretionary |
| 12 | MC | LVMH | 0.91% | Consumer Discretionary |
| 13 | 8306 | MITSUBISHI UFJ FINANCIAL GROUP INC | 0.90% | Financials |
| 14 | CBA | COMMONWEALTH BANK OF AUSTRALIA | 0.87% | Financials |
| 15 | SAN | BANCO SANTANDER SA | 0.81% | Financials |
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