iShares Core MSCI EAFE ETF

Shareclass
iShares Core MSCI EAFE ETF (IEFA)
Type
Exchange-traded fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund iShares Core MSCI EAFE ETF

FUND COVERAGE
# of holdings1,618
% of assets95%
Score
57 / 100
Rank

66.2 percentile

Group: International Equity

Rank: #373 out of 1,099

Grade
B

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

25 / 40

Gender Equality: Equal Compensation and Work Life Balance

14 / 30

Gender Equality: Policies Promoting Gender Equality

17 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Transurban Group
         % of fund invested: 0.12%
         $USD invested: $188.2M
  • 2. GPT Group
         % of fund invested: 0.03%
         $USD invested: $46.51M
  • 3. QBE Insurance Group Ltd
         % of fund invested: 0.09%
         $USD invested: $137.9M
  • 4. Allianz SE
         % of fund invested: 0.7%
         $USD invested: $1.08B
  • 5. AstraZeneca PLC
         % of fund invested: 1%
         $USD invested: $1.55B
  • 6. Qantas Airways Ltd
         % of fund invested: 0.02%
         $USD invested: $38.34M
  • 7. ASX Ltd
         % of fund invested: 0.03%
         $USD invested: $49.66M
  • 8. Viva Energy Group Ltd Ordinary Shares
         % of fund invested: <0.01%
         $USD invested: $9.1M
  • 9. Standard Chartered PLC
         % of fund invested: 0.17%
         $USD invested: $262.63M
  • 10. CAR Group Ltd
         % of fund invested: 0.04%
         $USD invested: $64.19M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. KBC Ancora SA
         % of fund invested: 0.01%
         $USD invested: $23.18M
  • 2. Gav-Yam Lands Corp Ltd
         % of fund invested: <0.01%
         $USD invested: $3
  • 3. Tuas Ltd Ordinary Shares
         % of fund invested: <0.01%
         $USD invested: $8.45M
  • 4. Airport City Ltd
         % of fund invested: <0.01%
         $USD invested: $10.36M
  • 5. Shapir Engineering and Industry Ltd
         % of fund invested: <0.01%
         $USD invested: $7.41M
  • 6. Sankyu Inc
         % of fund invested: 0.01%
         $USD invested: $15.84M
  • 7. Saizeriya Co Ltd
         % of fund invested: <0.01%
         $USD invested: $8.06M
  • 8. Xinyi Glass Holdings Ltd
         % of fund invested: <0.01%
         $USD invested: $14.67M
  • 9. Electra Ltd
         % of fund invested: <0.01%
         $USD invested: $6.64M
  • 10. Genesis Minerals Ltd
         % of fund invested: 0.02%
         $USD invested: $28.03M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund iShares Core MSCI EAFE ETF

Totals

Holdings
Assets
Weight
Prisons
10
$2.16B
1.39%
     Prisons high risk
6
$156.3M
0.1%
     Private prisons
3
$75.2M
0.05%
Borders
12
$4.28B
2.76%
     Borders high risk
4
$1.03B
0.66%
Total
18
$4.62B
2.98%
Full fund results

Holdings — 18 flagged holdings

1.
HSBC Holdings PLC
Prisons
Borders
$1.65B
1.06%
Prisons
Borders :
$1.65B
1.06%
2.
Airbus SE
Borders
$917.38M
0.59%
Borders :
$917.38M
0.59%
3.
RELX PLC
Borders
$585.57M
0.38%
Borders :
$585.57M
0.38%
4.
Honda Motor Co Ltd
Borders
$281.35M
0.18%
Borders :
$281.35M
0.18%
5.
NEC Corp
Borders
$267.41M
0.17%
Borders :
$267.41M
0.17%
6.
Thales
Borders
$193.3M
0.12%
Borders :
$193.3M
0.12%
7.
Capgemini SE
Prisons
Borders
$154.38M
0.1%
Prisons
Borders :
$154.38M
0.1%
8.
Chocoladefabriken Lindt & Spruengli AG Ordinary Shares - Non Voting
Prisons
$106.98M
0.07%
Prisons
$106.98M
0.07%
9.
Chocoladefabriken Lindt & Spruengli AG
Prisons
$95.69M
0.06%
Prisons
$95.69M
0.06%
10.
Elbit Systems Ltd
Borders
$95.56M
0.06%
Borders :
$95.56M
0.06%
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer