EFA – iShares MSCI EAFE ETF – ETF Stock Quote | Morningstar

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Will EFA outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EFA’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the EFA management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of EFA’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin iShares MSCI EAFE ETF's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research

Rated on Aug 31, 2024 Published on Aug 31, 2024

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Current Portfolio Date Sep 30, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 14.2

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Novo Nordisk AS Class B	2.15	1.3 Bil	Healthcare
ASML Holding NV	1.88	1.1 Bil	Technology
Nestle SA	1.49	871.8 Mil	Consumer Defensive
AstraZeneca PLC	1.36	796.1 Mil	Healthcare
SAP SE	1.35	787.0 Mil	Technology
Novartis AG Registered Shares	1.28	750.0 Mil	Healthcare
Roche Holding AG	1.28	744.6 Mil	Healthcare
Lvmh Moet Hennessy Louis Vuitton SE	1.20	698.4 Mil	Consumer Cyclical
Shell PLC	1.16	676.4 Mil	Energy
Toyota Motor Corp	1.03	602.9 Mil	Consumer Cyclical

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