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iShares MSCI EAFE Value ETF EFV

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis EFV

Will EFV outperform in future?

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

Broad exposure to foreign value stocks.

Associate Analyst Mo'ath Almahasneh

Mo'ath Almahasneh

Associate Analyst

Summary

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.

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Portfolio Holdings EFV

  • Current Portfolio Date
  • Equity Holdings 487
  • Bond Holdings 0
  • Other Holdings 20
  • % Assets in Top 10 Holdings 19.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
2.79
471,755,099
Energy
2.57
433,651,596
Healthcare
2.53
427,395,020
Consumer Cyclical
2.00
338,609,321
Basic Materials
1.98
333,860,349
Energy
1.93
326,700,694
Financial Services
1.37
230,790,618
Healthcare
1.33
224,997,215
Energy
1.31
220,700,974
Financial Services
1.23
207,757,678
Financial Services