iShares Core MSCI EAFE ETF

Shareclass
iShares Core MSCI EAFE ETF (IEFA)
Type
Exchange-traded fund
Deforestation grade: Fund is invested in deforestation-risk agricultural commodity producer/traders, above the threshold of 0.5% and below 1.5%. Assigned a grade of D.
How we track deforestation-risk investments
D
17.34%
INVESTED IN DEFORESTATION-RISK COMPANIES
producers
AGRIBUSINESS
deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy
banks
BANKS AND LENDERS
that finance deforestation-risk agribusiness producers via lending and underwriting
consumers
MAJOR CONSUMER BRANDS
that use deforestation-risk agribusiness commodities in products
101
holdings flagged
17%
of assets flagged
This fund contains
 $21.03 BILLION invested 
in holdings flagged for deforestation risk
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producers
Commodity producers
23 holdings
1.39% of assets
$1.68 BILLION invested
banks
Banks and lenders
20 holdings
6.78% of assets
$8.22 BILLION invested
consumers
Major consumer brands
65 holdings
9.7% of assets
$11.76 BILLION invested
Commodity producers
Commodity producers
23 HOLDINGS
Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.
23 HOLDINGS
  • % of portfolio
    $ invested
  • 1. ITOCHU Corp
    Timber producerRubber producerPaper/pulp producerPalm oil producer
    0.3%0.3% of portfolio
    $366.57M$366.57M invested
    Timber producerRubber producerPaper/pulp producerPalm oil producer
  • 2. Mitsubishi Corp
    Palm oil producer
    0.29%0.29% of portfolio
    $353.14M$353.14M invested
    Palm oil producer
  • 3. Glencore PLC
    Soy producerPalm oil producer
    0.26%0.26% of portfolio
    $313.17M$313.17M invested
    Soy producerPalm oil producer
  • 4. Marubeni Corp
    Timber producerRubber producerPaper/pulp producer
    0.11%0.11% of portfolio
    $134.36M$134.36M invested
    Timber producerRubber producerPaper/pulp producer
  • 5. UPM-Kymmene Oyj
    Timber producerPaper/pulp producer
    0.07%0.07% of portfolio
    $87.65M$87.65M invested
    Timber producerPaper/pulp producer
View next 5
Banks and lenders
Banks and lenders
20 HOLDINGS
Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
20 HOLDINGS
  • % of portfolio
    $ invested
  • 1. Commonwealth Bank of Australia
    0.89%0.89% of portfolio
    $1.08B$1.08B invested
  • 2. HSBC Holdings PLC
    0.88%0.88% of portfolio
    $1.07B$1.07B invested
  • 3. Mitsubishi UFJ Financial Group Inc
    0.69%0.69% of portfolio
    $832.13M$832.13M invested
  • 4. Sumitomo Mitsui Financial Group Inc
    0.47%0.47% of portfolio
    $574.38M$574.38M invested
  • 5. National Australia Bank Ltd
    0.4%0.4% of portfolio
    $489.6M$489.6M invested
View next 5
Major consumer brands
Major consumer brands
65 HOLDINGS
Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
65 HOLDINGS
  • % of portfolio
    $ invested
  • 1. Nestle SA
    Soy major consumer brandCattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    1.17%1.17% of portfolio
    $1.42B$1.42B invested
    Soy major consumer brandCattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 2. Shell PLC
    Soy major consumer brandPalm oil major consumer brand
    1.03%1.03% of portfolio
    $1.25B$1.25B invested
    Soy major consumer brandPalm oil major consumer brand
  • 3. Lvmh Moet Hennessy Louis Vuitton SE
    Cattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    0.89%0.89% of portfolio
    $1.08B$1.08B invested
    Cattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 4. Unilever PLC
    Soy major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    0.77%0.77% of portfolio
    $930.66M$930.66M invested
    Soy major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 5. RELX PLC
    Paper/pulp major consumer brand
    0.45%0.45% of portfolio
    $551M$551M invested
    Paper/pulp major consumer brand
View next 5
View more info
DATA AS OF 30 Nov 2024
Financial performance
Performance data provided byMorningstarFind more financial data on IEFA at Morningstar.com
Current fund
IEFA
iShares Core MSCI EAFE ETF
Family
BlackRock/iShares
Category
Foreign Large Blend
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.84% more in annualized returns
More invested in commodity producers 
0.11% more invested
More invested in banks and lenders 
1.24% more invested
More invested in major consumer brands 
2.29% more invested
Current fund
IEFA
iShares Core MSCI EAFE ETF
Family
BlackRock/iShares
Category
Foreign Large Blend
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.84% more in annualized returns
More invested in commodity producers 
0.11% more invested
More invested in banks and lenders 
1.24% more invested
More invested in major consumer brands 
2.29% more invested
Current fund
IEFA
iShares Core MSCI EAFE ETF
Family
BlackRock/iShares
Category
Foreign Large Blend
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.84% more in annualized returns
More invested in commodity producers 
0.11% more invested
More invested in banks and lenders 
1.24% more invested
More invested in major consumer brands 
2.29% more invested
Month-end trailing returns  
Annualized returns
Deforestation analysis
1-yr
3-yr
5-yr
10-yr
Commodity producers
This fund
IEFA - iShares Core MSCI EAFE ETF
12%
3.64%
5.83%
5.37%
1.39% 
Benchmark
ACWX - iShares MSCI ACWI ex U.S. ETF
13%
2.85%
5.33%
4.53%
1.28% 
Fund compared to benchmark
 
-0.84%
0.79%
0.5%
0.84%
0.11%  higher
Find more financial data on IEFA at Morningstar.com
Take Action
Call on U.S. investment firms to implement Deforestation and Land Grab-Free investment policies.
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