iShares MSCI EAFE Value ETF EFV

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis EFV

Will EFV outperform in the future?

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

Representative coverage of foreign large-value stocks.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

IShares MSCI EAFE Value ETF effectively represents the cheaper half of the foreign developed market at a low cost.

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Portfolio Holdings EFV

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

HSBC Holdings PLC

2.88 875M
Financial Services

Shell PLC

2.84 864M
Energy

Nestle SA

2.40 729M
Consumer Defensive

Mitsubishi UFJ Financial Group Inc

2.06 625M
Financial Services

Roche Holding AG Ordinary Shares new

2.01 611M
Healthcare

Toyota Motor Corp

1.72 525M
Consumer Cyclical

Novartis AG Registered Shares

1.69 513M
Healthcare

Allianz SE

1.68 513M
Financial Services

TotalEnergies SE

1.68 510M
Energy

Iberdrola SA

1.40 427M
Utilities

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