iShares Core MSCI EAFE ETF IEFA

None of the Information in and of itself can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. Neither MSCI ESG Research nor any Information Party makes any representations or express or implied msci eafe international warranties (which are expressly disclaimed), nor shall they incur liability for any errors or omissions in the Information, or for any damages related thereto. The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited. Stock values fluctuate in price so the value of your investment can go down depending on market conditions.

MSCI EAFE covers about 85% of the free float-adjusted market capitalization in each country that it targets. An equity index which captures large, mid and small-cap representation across Developed Markets countries around the world, excluding the U.S. and Canada. Using MSCI EAFE as a framework to build portfolios helps to avoid unintended bets and risks.

Currencies for the valuation price will be generally determined as of the close of business on the New York Stock Exchange, whereas for the vendor price will be generally determined as of 4 p.m. The calculated values may have been different if the valuation price were to have been used to calculate such values. The vendor price is as of the most recent date for which a price is available and may not necessarily be as of the date shown above. The MSCI ACWI (All Country World Index) represents the performance of the global market. The ACWI covers more than 2,933 companies across 47 countries—23 developed countries and 24 emerging economies.

BlackRock leverages this data to provide a summed up view across holdings and translates it to a fund’s market value exposure to the listed Business Involvement areas above. If the Fund invests in any underlying fund, certain portfolio information, including sustainability characteristics and business-involvement metrics, provided for the Fund may include information (on a look-through basis) of such underlying fund, to the extent available. Performance data for EAFE and many other global indices is available for free on the MSCI website. This data includes top holdings, sector weighting, country weights, and other data that international investors can use to ensure that their overall portfolio is properly diversified. Investors can also find information regarding valuation metrics and other fundamentals, as well as risk characteristics that may be important to consider when building a portfolio. MSCI puts strong emphasis on investability and replicability of its indexes through the use of size and liquidity screens.

1. The amounts shown above are as of the current prospectus, but may not include extraordinary expenses incurred by the Fund over the past fiscal year.
2. None of the Information in and of itself can be used to determine which securities to buy or sell or when to buy or sell them.
3. The countries covered by the MSCI EAFE Index are shown in the chart below.

Performance shown reflects fee waivers and/or expense reimbursements by the investment advisor to the fund for some or all of the periods shown. Buying and selling shares of ETFs will result in brokerage https://1investing.in/ commissions. IShares funds are available through online brokerage firms.All iShares ETFs trade commission free online through Fidelity.By clicking on the button below, you will leave iShares.com.

In other words, larger companies receive a higher percentage of fund investment. Covers the full opportunity set and all its segments, including GICS® sectors. All of MSCI’s indexes are created using the Global Industry Classification Standard (GICS®), an industry classification system developed by MSCI and S&P Global, which provides a common framework to classify stocks. They offer exhaustive coverage of the investable opportunity set with non-overlapping size and style segmentation.

Where data is not available, and / or if data changes, the estimation methods vary, particularly those related to a company’s future emissions. Our indexes are built using an innovative maintenance methodology that provides superior balance between the need for a stable index that is flexible enough to adjust quickly to a constantly changing opportunity set. We provide timely and consistent treatment of corporate events and synchronized rebalancings, globally. The MSCI EAFE Index is designed to represent the performance of large and mid-cap securities across 21 developed markets, including countries in Europe, Australasia and the Far East, excluding the U.S. and Canada. The Index is available for a number of regions, market segments/sizes and covers approximately 85% of the free float-adjusted market capitalization in each of the 21 countries.

How a pest-control company and a cosmetics maker became this five-star fund’s top two holdings

The index follows the stocks of companies located in 21 developed countries throughout the world. Investors and portfolio managers who want an increased level of diversification beyond the U.S. and Canadian equity borders can include stocks from EAFE in their portfolios. Typically, this is done by purchasing index-tracking financial products, such as ETFs. The amounts shown above are as of the current prospectus, but may not include extraordinary expenses incurred by the Fund over the past fiscal year.

The EAFE Index is the oldest international stock index and is also known as the MSCI EAFE Index. Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and behavioral finance. Adam received his master’s in economics from The New School for Social Research and his Ph.D. from the University of Wisconsin-Madison in sociology. He is a CFA charterholder as well as holding FINRA Series 7, 55 & 63 licenses. He currently researches and teaches economic sociology and the social studies of finance at the Hebrew University in Jerusalem.

The Past Two Decades Have Squeezed Stocks

BlackRock provides compensation in connection with obtaining or using third-party ratings and rankings. BlackRock funds are also available through certain brokerage accounts. Past distributions are not indicative of future distributions.Click here, for the most recent distributions.

Portfolio Holdings MAIIX

BlackRock expressly disclaims any and all implied warranties, including without limitation, warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose. Climate change is one of the greatest challenges in human history and will have profound implications for investors. To address climate change, many of the world’s major countries have signed the Paris Agreement. The temperature goal of the Paris Agreement is to limit global warming to well below 2°C above pre-industrial levels, and ideally 1.5 °C, which will help us avoid the most severe impacts of climate change. Certain sectors and markets perform exceptionally well based on current market conditions and iShares and BlackRock Funds can benefit from that performance. Achieving such exceptional returns involves the risk of volatility and investors should not expect that such results will be repeated.

They are Australia, Austria, Belgium, Denmark, Finland, France, Germany, Hong Kong, Ireland, Israel, Italy, Japan, the Netherlands, New Zealand, Norway, Portugal, Singapore, Spain, Sweden, Switzerland, and the UK. An example of an ETF that tracks the performance of the EAFE Index is the iShares MSCI EAFE ETF (EFA). EFA has net assets of $49 billion and a 0.33% expense ratio, as of February 2023. Other ETFs that mirror the performance of the EAFE Index are iShares Core MSCI EAFE (IEFA) and the iShares MSCI EAFE Small-Cap (SCZ) ETFs. Share this fund with your financial planner to find out how it can fit in your portfolio.

A summary explanation of MSCI’s methodology and assumptions for its ITR metric can be found here. None of these companies make any representation regarding the advisability of investing in the Funds. With the exception of BlackRock Index Services, LLC, who is an affiliate, BlackRock Investments, LLC is not affiliated with the companies listed above.

These Funds Promise Protection in a Down Market. It’s Working.

International investing involves special risks including, but not limited to currency fluctuations, illiquidity and volatility. The fund may use derivatives to hedge its investments or to seek to enhance returns. Derivatives entail risks relating to liquidity, leverage and credit that may reduce returns and increase volatility. An index fund has operating and other expenses while an index does not. As a result, while an Index fund will attempt to track the applicable index as closely as possible, it will tend to underperform the index to some degree over time..

The iShares MSCI EAFE Index fund is based on the standard index.[3] EFA is the fourth-largest ETF in the world. They also have iShares MSCI EAFE Small-Cap which has just the small caps. This fund is similar to EFA but its portfolio represents nearly all of each country’s investable market capitalization, while EFA only covers the top 85%, which excludes most small-cap stocks. The TIAA International Equity Index Fund is also based on the EAFE index. The MSCI EAFE Index is a stock market index that is designed to measure the equity market performance of developed markets outside of the U.S. & Canada. It is maintained by MSCI Inc.,[1] a provider of investment decision support tools; the EAFE acronym stands for Europe, Australasia and Far East.

MSCI stands for Morgan Stanley Capital International, which is a financial institution that provides equity, fixed income, and hedge fund stock market indexes and portfolio analysis tools. EAFE stands for Europe, “Australasia” (Australia & New Zealand), and the Far East (East Asia). Because the ITR metric is calculated in part by considering the potential for a company within the fund’s portfolio to reduce its emissions over time, it is forward-looking and prone to limitations. As a result, BlackRock publishes MSCI’s ITR metric for its funds in temperature range bands.