Ishares Msci Eafe Etf Profile
| EFAV Etf | USD 72.79 0.21 0.29% |
Performance0 of 100
| Odds Of DistressLess than 9
|
IShares MSCI is selling for under 72.79 as of the 25th of November 2024; that is 0.29 percent increase since the beginning of the trading day. The etf's lowest day price was 72.63. IShares MSCI has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for iShares MSCI EAFE are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th of November 2024. Click here to learn more.
The fund generally will invest at least 80 percent of its assets in the component securities of the index and in investments that have economic characteristics that are substantially identical to the component securities of the index. EAFE Min is traded on BATS Exchange in the United States.. More on iShares MSCI EAFE
Moving together with IShares Etf
| 0.9 | VEA | Vanguard FTSE Developed | PairCorr |
| 0.92 | IEFA | iShares Core MSCI | PairCorr |
| 0.66 | VEU | Vanguard FTSE All | PairCorr |
| 0.93 | EFA | iShares MSCI EAFE | PairCorr |
| 0.67 | IXUS | iShares Core MSCI | PairCorr |
| 0.88 | SPDW | SPDR SP World | PairCorr |
Moving against IShares Etf
IShares Etf Highlights
| Thematic Ideas | (View all Themes) |
| Old Name | iShares Trust - iShares MSCI EAFE Min Vol Factor ETF |
| Business Concentration | Broad Equity ETFs, Volatility ETFs, Foreign Large Blend, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2011-10-18 |
| Benchmark | MSCI EAFE Minimum Volatility (USD) Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 5.86 Billion |
| Average Trading Valume | 243,497.5 |
| Asset Type | Equity |
| Category | Broad Equity |
| Focus | Volatility |
| Market Concentration | Developed Markets |
| Region | Developed Markets |
| Administrator | State Street Bank and Trust Company |
| Advisor | BlackRock Fund Advisors |
| Custodian | State Street Bank and Trust Company |
| Distributor | BlackRock Investments, LLC |
| Portfolio Manager | Jennifer Hsui, Greg Savage, Paul Whitehead |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Jul |
| Exchange | Cboe BZX Exchange, Inc. |
| Number of Constituents | 258 |
| Market Maker | Old Mission |
| Total Expense | 0.22 |
| Management Fee | 0.2 |
| Country Name | USA |
| Returns Y T D | 6.83 |
| Name | iShares MSCI EAFE Min Vol Factor ETF |
| Currency Code | USD |
| Open Figi | BBG0025X2VX0 |
| In Threey Volatility | 14.06 |
| 1y Volatility | 11.18 |
| 200 Day M A | 72.1848 |
| 50 Day M A | 74.9222 |
| Code | EFAV |
| Updated At | 25th of November 2024 |
| Currency Name | US Dollar |
iShares MSCI EAFE [EFAV] is traded in USA and was established 2011-10-18. The fund is listed under Foreign Large Blend category and is part of iShares family. The entity is thematically classified as Broad Equity ETFs. iShares MSCI EAFE currently have 6.63 B in assets under management (AUM). , while the total return for the last 3 years was 0.9%.
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
| SSREF | Swiss Re AG | Pink Sheet | Insurance—Reinsurance | |
| DNSKF | Danske Bank AS | Pink Sheet | Banks—Regional | |
| NOVN | Novan Inc | Stock | Health Care | |
| NPPXF | Nippon Telegraph Telephone | Pink Sheet | Telecom Services | |
| NSRGF | Nestle SA | Pink Sheet | Packaged Foods | |
| NVSEF | Novartis AG | Pink Sheet | Drug Manufacturers—General | |
| RHHVF | Roche Holding AG | OTC Stock | Drug Manufacturers—General | |
| ROG | Rogers | Stock | Information Technology |
IShares MSCI Top Holders
| SPILX | Symmetry Panoramic International | Mutual Fund | Foreign Large Blend | |
| TNOIX | 1290 Retirement 2045 | Mutual Fund | Target-Date 2045 | |
| TNIIX | 1290 Retirement 2020 | Mutual Fund | Target-Date 2020 | |
| TNXIX | 1290 Retirement 2060 | Mutual Fund | Large Growth | |
| TNQIX | 1290 Retirement 2055 | Mutual Fund | Target-Date 2055 | |
| TNKIX | 1290 Retirement 2030 | Mutual Fund | Target-Date 2030 | |
| TNLIX | 1290 Retirement 2035 | Mutual Fund | Target-Date 2035 | |
| TNJIX | 1290 Retirement 2025 | Mutual Fund | Target-Date 2025 |
iShares MSCI EAFE Risk Profiles
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.
| Risk Adjusted Performance | (0.07) | |||
| Jensen Alpha | (0.09) | |||
| Total Risk Alpha | (0.15) | |||
| Treynor Ratio | (0.24) |
IShares MSCI Against Markets
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 closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.
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.