IShares MSCI EAFE Value ETF EFV constructs a well-diversified, market-cap-weighted portfolio of cheaper stocks from foreign developed markets at a low cost. The fund accurately represents the contours of its Morningstar Category average despite its narrower geographic scope, accentuating its fee advantage.
iShares MSCI EAFE Value ETF EFV
Morningstar’s Analysis EFV
Will EFV outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 18.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Novartis AG Registered Shares | 2.57 | 507.4 Mil | Healthcare |
Roche Holding AG | 2.51 | 495.0 Mil | Healthcare |
Shell PLC | 2.36 | 466.7 Mil | Energy |
HSBC Holdings PLC | 1.86 | 367.4 Mil | Financial Services |
BHP Group Ltd | 1.78 | 350.6 Mil | Basic Materials |
TotalEnergies SE | 1.61 | 318.7 Mil | Energy |
Sanofi SA | 1.49 | 295.0 Mil | Healthcare |
Allianz SE | 1.45 | 286.3 Mil | Financial Services |
Mitsubishi UFJ Financial Group Inc | 1.30 | 257.4 Mil | Financial Services |
Unilever PLC | 1.19 | 235.7 Mil | Consumer Defensive |