EFG
iShares MSCI EAFE Growth ETF
📎 Investment Objective
The iShares MSCI EAFE Growth ETF seeks to track the investment results of an index composed of large- and mid-capitalization growth stocks from developed market countries, excluding the U.S. and Canada.
Overview
ETF tracking iShares MSCI EAFE Growth ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The iShares MSCI EAFE Growth ETF seeks to track the investment results of an index composed of large- and mid-capitalization growth stocks from developed market countries, 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 Growth Index. It aims to provide exposure to growth-oriented companies in developed international markets.
✨ Key Features
- Broad exposure to growth stocks in developed international markets
- Passively managed, index-tracking strategy
- Low expense ratio of 0.00%
- Suitable for investors seeking international equity growth exposure
⚠️ 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 may be more volatile due to its focus on growth stocks in developed international markets
- Liquidity risk: The ETF may experience lower trading volumes, which could impact its ability to sell securities at favorable prices
👤 Best For
The iShares MSCI EAFE Growth ETF may be suitable for investors seeking long-term capital appreciation through exposure to growth-oriented companies in developed international markets. It can be used as a diversification tool within a broader investment portfolio.
Top Holdings
| Rank | Ticker | Name | Weight | Sector |
|---|---|---|---|---|
| 1 | ASML | ASML HOLDING NV | 4.05% | Information Technology |
| 2 | AZN | ASTRAZENECA PLC | 2.77% | Health Care |
| 3 | SAP | SAP | 2.66% | Information Technology |
| 4 | 6758 | SONY GROUP CORP | 1.86% | Consumer Discretionary |
| 5 | MC | LVMH | 1.86% | Consumer Discretionary |
| 6 | CBA | COMMONWEALTH BANK OF AUSTRALIA | 1.76% | Financials |
| 7 | NOVO B | NOVO NORDISK CLASS B | 1.60% | Health Care |
| 8 | 6501 | HITACHI LTD | 1.59% | Industrials |
| 9 | SU | SCHNEIDER ELECTRIC | 1.50% | Industrials |
| 10 | AIR | AIRBUS GROUP | 1.46% | Industrials |
| 11 | SAF | SAFRAN SA | 1.29% | Industrials |
| 12 | NOVN | NOVARTIS AG | 1.27% | Health Care |
| 13 | UBSG | UBS GROUP AG | 1.26% | Financials |
| 14 | RR. | ROLLS-ROYCE HOLDINGS PLC | 1.26% | Industrials |
| 15 | AI | LAIR LIQUIDE SOCIETE ANONYME POUR | 1.17% | Materials |
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