Ishares Msci Eafe Etf Profile

EFA Etf  USD 81.70  0.06  0.07%   


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Odds Of Distress

Less than 9

IShares MSCI is trading at 81.70 as of the 21st of May 2024, a 0.07 percent up since the beginning of the trading day. The etf's open price was 81.64. IShares MSCI has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Note, on May 6, 2024, Senator John Boozman of US Senate acquired $15k to $50k worth of iShares MSCI EAFE's common stock.
The fund generally will invest at least 80 percent of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. More on iShares MSCI EAFE

Moving together with IShares Etf

  0.95VEA Vanguard FTSE Developed Aggressive PushPairCorr
  1.0IEFA iShares Core MSCIPairCorr
  0.93VEU Vanguard FTSE All Sell-off TrendPairCorr
  0.93IXUS iShares Core MSCI Sell-off TrendPairCorr
  1.0SPDW SPDR SP WorldPairCorr
  0.95IDEV iShares Core MSCIPairCorr

IShares Etf Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. IShares MSCI's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding IShares MSCI or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
President TrusteeMichael Latham
Thematic Ideas
(View all Themes)
Business ConcentrationSize And Style ETFs, Broad Equity ETFs, Foreign Large Blend, iShares (View all Sectors)
Inception Date2001-08-14
BenchmarkMSCI EAFE Index
Entity TypeRegulated Investment Company
Asset Under Management54.63 Billion
Average Trading Valume12.58 Million
Asset TypeEquity
CategoryBroad Equity
FocusSize and Style
Market ConcentrationDeveloped Markets
RegionDeveloped Markets
AdministratorState Street Bank and Trust Company
AdvisorBlackRock Fund Advisors
CustodianState Street Bank and Trust Company
DistributorBlackRock Investments, LLC
Portfolio ManagerDiane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason
Transfer AgentState Street Bank and Trust Company
Fiscal Year End31-Jul
ExchangeNYSE Arca, Inc.
Number of Constituents802
Market MakerJane Street
Total Expense0.33
Management Fee0.32
Country NameUSA
Returns Y T D8.35
Currency CodeUSD
Open FigiBBG000D2KQ55
In Threey Volatility17.69
1y Volatility14.97
200 Day M A73.8732
50 Day M A78.875
Updated At20th of May 2024
Currency NameUS Dollar
iShares MSCI EAFE [EFA] is traded in USA and was established 2001-08-14. The fund is classified under Foreign Large Blend category within iShares family. The entity is thematically classified as Size And Style ETFs. iShares MSCI EAFE currently have 41.55 B in assets under management (AUM). , while the total return for the last 3 years was 4.0%.
Check IShares MSCI Probability Of Bankruptcy

Geographic Allocation (%)

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares MSCI EAFE Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

iShares MSCI EAFE Currency Exposure

iShares MSCI EAFE holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of IShares MSCI will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in iShares MSCI EAFE.

Top iShares MSCI EAFE Etf Constituents

ADEAdevinta ASAStockInternet Content & Information
BOLBoliden ABStockMaterials
KBCKBC Groep NVStockFinancials
AGNAegon NVStockInsurance—Diversified
INDU-CIndustrivarden AB serStockAsset Management
AZJAurizon HoldingsStockIndustrials
GLENGlencore PLCStockMaterials
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IShares MSCI Top Holders

SMILXSmi Servative AllocationMutual FundAllocation--70% to 85% Equity
QABGXFederated Mdt BalancedMutual FundAllocation--50% to 70% Equity
SMIDXSmi Dynamic AllocationMutual FundTactical Allocation
AGOXAdaptive Alpha OpportunitiesEtfTactical Allocation
GLBIXLeuthold Global FundMutual FundWorld Allocation
COSRXColumbia Overseas EMutual FundForeign Large Blend
COSDXColumbia Overseas EMutual FundForeign Large Blend
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iShares MSCI EAFE Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. IShares MSCI market risk premium is the additional return an investor will receive from holding IShares MSCI long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares MSCI. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although IShares MSCI's alpha and beta are two of the key measurements used to evaluate IShares MSCI's performance over the market, the standard measures of volatility play an important role as well.

IShares MSCI Against Markets

Picking the right benchmark for IShares MSCI etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in IShares MSCI etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for IShares MSCI is critical whether you are bullish or bearish towards iShares MSCI EAFE at a given time. Please also check how IShares MSCI's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in IShares MSCI without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy IShares Etf?

Before investing in IShares MSCI, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in IShares MSCI. To buy IShares MSCI etf, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of IShares MSCI. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase IShares MSCI etf. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located iShares MSCI EAFE etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased iShares MSCI EAFE etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as iShares MSCI EAFE, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy IShares Etf please use our How to Invest in IShares MSCI guide.

Already Invested in iShares MSCI EAFE?

The danger of trading iShares MSCI EAFE is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of IShares MSCI is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than IShares MSCI. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile iShares MSCI EAFE is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether iShares MSCI EAFE offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of IShares MSCI's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Ishares Msci Eafe Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Ishares Msci Eafe Etf:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in iShares MSCI EAFE. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in census.
Note that the iShares MSCI EAFE information on this page should be used as a complementary analysis to other IShares MSCI's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Stocks Directory module to find actively traded stocks across global markets.
The market value of iShares MSCI EAFE is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares MSCI's value that differs from its market value or its book value, called intrinsic value, which is IShares MSCI's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares MSCI's market value can be influenced by many factors that don't directly affect IShares MSCI's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares MSCI's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares MSCI is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares MSCI's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.