Ishares Msci Eafe Etf Profile

EFA Etf  USD 79.86  0.18  0.22%   

Performance

11 of 100

 
Low
 
High
Good

Odds Of Distress

Less than 9

 
100  
 
Zero
Low
IShares MSCI is trading at 79.86 as of the 28th of March 2024, a -0.22% down since the beginning of the trading day. The etf's open price was 80.04. IShares MSCI has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during 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 8th of April 2022 and ending today, the 28th of March 2024. Click here to learn more.
The fund generally will invest at least 80 percent of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. More on IShares MSCI EAFE

Moving together with IShares Etf

  1.0VEA Vanguard FTSE DevelopedPairCorr
  1.0IEFA IShares Core MSCIPairCorr
  0.99VEU Vanguard FTSE All-World Sell-off TrendPairCorr
  0.99IXUS IShares Core MSCIPairCorr
  1.0SPDW SPDR SP WorldPairCorr
  1.0IDEV IShares Core MSCIPairCorr

Moving against IShares Etf

  0.54FXY Invesco CurrencySharesPairCorr

IShares Etf Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. IShares MSCI's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding IShares MSCI or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Executive Vice PresidentAmy Schioldager
Thematic Ideas
(View all Themes)
Business ConcentrationBroad Equity ETFs, Size And Style ETFs, Foreign Large Blend, iShares (View all Sectors)
IssueriShares
Inception Date2001-08-14
BenchmarkMSCI EAFE Index
Entity TypeRegulated Investment Company
Asset Under Management53.56 Billion
Average Trading Valume14.44 Million
Asset TypeEquity
CategoryBroad Equity
FocusSize and Style
Market ConcentrationDeveloped Markets
RegionDeveloped Markets
AdministratorState Street Bank and Trust Company
AdvisorBlackRock Fund Advisors
CustodianState Street Bank and Trust Company
DistributorBlackRock Investments, LLC
Portfolio ManagerDiane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason
Transfer AgentState Street Bank and Trust Company
Fiscal Year End31-Jul
ExchangeNYSE Arca, Inc.
Number of Constituents793
Market MakerJane Street
Total Expense0.33
Management Fee0.32
Country NameUSA
Returns Y T D5.59
NameiShares MSCI EAFE ETF
Currency CodeUSD
Open FigiBBG000D2KQ55
In Threey Volatility17.59
1y Volatility14.41
200 Day M A72.768
50 Day M A76.7024
CodeEFA
Updated At27th of March 2024
Currency NameUS Dollar
IShares MSCI EAFE [EFA] is traded in USA and was established 2001-08-14. The fund is classified under Foreign Large Blend category within iShares family. The entity is thematically classified as Broad Equity ETFs. IShares MSCI EAFE currently have 41.55 B in assets under management (AUM). , while the total return for the last 3 years was 4.3%.
Check IShares MSCI Probability Of Bankruptcy

Geographic Allocation (%)

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

ASMLASML Holding NVStockInformation Technology
NOVNNovan IncStockHealth Care
NSRGFNestle SAPink SheetPackaged Foods
NVSEFNovartis AGPink SheetDrug Manufacturers—General
RHHVFRoche Holding AGOTC StockDrug Manufacturers—General
ROGRogersStockInformation Technology
TOYOFToyota Motor CorpPink SheetAuto Manufacturers
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IShares MSCI Target Price Odds Analysis

What are IShares MSCI's target price odds to finish over the current price? Depending on a normal probability distribution, the odds of IShares MSCI jumping above the current price in 90 days from now is about 5.24%. The IShares MSCI EAFE probability density function shows the probability of IShares MSCI etf to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon IShares MSCI has a beta of 0.9387 suggesting IShares MSCI EAFE market returns are sensitive to returns on the market. As the market goes up or down, IShares MSCI is expected to follow. Additionally, iShares MSCI EAFE has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 79.86HorizonTargetOdds Above 79.86
94.65%90 days
 79.86 
5.24%
Based on a normal probability distribution, the odds of IShares MSCI to move above the current price in 90 days from now is about 5.24 (This IShares MSCI EAFE probability density function shows the probability of IShares Etf to fall within a particular range of prices over 90 days) .

IShares MSCI Top Holders

QIBGXFederated Mdt BalancedMutual FundAllocation--50% to 70% Equity
SMILXSmi Servative AllocationMutual FundAllocation--70% to 85% Equity
SMIDXSmi Dynamic AllocationMutual FundTactical Allocation
AGOXAdaptive Alpha OpportunitiesEtfTactical Allocation
GLBIXLeuthold Global FundMutual FundWorld Allocation
VMOTAlpha Architect ValueEtfLong-Short Equity
HEFAIShares Currency HedgedEtfForeign Large Blend
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IShares MSCI EAFE Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. IShares MSCI market risk premium is the additional return an investor will receive from holding IShares MSCI long position in a well-diversified portfolio. 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. Although IShares MSCI's alpha and beta are two of the key measurements used to evaluate IShares MSCI's performance over the market, the standard measures of volatility play an important role as well.

IShares MSCI Against Markets

Picking the right benchmark for IShares MSCI etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in IShares MSCI etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for IShares MSCI is critical whether you are bullish or bearish towards IShares MSCI EAFE at a given time. Please also check how IShares MSCI's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in IShares MSCI without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy IShares Etf?

Before investing in IShares MSCI, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in IShares MSCI. To buy IShares MSCI etf, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of IShares MSCI. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase IShares MSCI etf. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located IShares MSCI EAFE etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased IShares MSCI EAFE etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as IShares MSCI EAFE, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy IShares Etf please use our How to Invest in IShares MSCI guide.

Already Invested in IShares MSCI EAFE?

The danger of trading IShares MSCI EAFE is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of IShares MSCI is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than IShares MSCI. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile IShares MSCI EAFE is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether IShares MSCI EAFE offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of IShares MSCI's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Ishares Msci Eafe Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Ishares Msci Eafe Etf:
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 tightly coupled with the direction of predictive economic indicators such as signals in census.
Note that the IShares MSCI EAFE information on this page should be used as a complementary analysis to other IShares MSCI's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Equity Valuation module to check real value of public entities based on technical and fundamental data.

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When running IShares MSCI's price analysis, check to measure IShares MSCI's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy IShares MSCI is operating at the current time. Most of IShares MSCI's value examination focuses on studying past and present price action to predict the probability of IShares MSCI's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move IShares MSCI's price. Additionally, you may evaluate how the addition of IShares MSCI to your portfolios can decrease your overall portfolio volatility.
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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.