iShares MSCI EAFE Value ETF

Shareclass
iShares MSCI EAFE Value ETF (EFV)
Type
Exchange-traded fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund iShares MSCI EAFE Value ETF

FUND COVERAGE
# of holdings417
% of assets98%
Score
60 / 100
Rank

89.0 percentile

Group: International Equity

Rank: #122 out of 1,099

Grade
A

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

26 / 40

Gender Equality: Equal Compensation and Work Life Balance

15 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 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. QBE Insurance Group Ltd
         % of fund invested: 0.14%
         $USD invested: $36.38M
  • 2. Allianz SE
         % of fund invested: 1.63%
         $USD invested: $437.18M
  • 3. ASX Ltd
         % of fund invested: 0.04%
         $USD invested: $10.02M
  • 4. Standard Chartered PLC
         % of fund invested: 0.39%
         $USD invested: $104.76M
  • 5. Yara International ASA
         % of fund invested: 0.06%
         $USD invested: $16.83M
  • 6. GSK PLC
         % of fund invested: 0.84%
         $USD invested: $225.52M
  • 7. National Grid PLC
         % of fund invested: 0.7%
         $USD invested: $188M
  • 8. Westpac Banking Corp
         % of fund invested: 0.88%
         $USD invested: $237.05M
  • 9. Publicis Groupe SA
         % of fund invested: 0.22%
         $USD invested: $58.04M
  • 10. Stockland Corp Ltd
         % of fund invested: 0.1%
         $USD invested: $25.84M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Yangzijiang Shipbuilding (Holdings) Ltd
         % of fund invested: 0.02%
         $USD invested: $6.5M
  • 2. Daito Trust Construction Co Ltd
         % of fund invested: 0.06%
         $USD invested: $17.25M
  • 3. Heineken Holding NV
         % of fund invested: 0.09%
         $USD invested: $23.88M
  • 4. Central Japan Railway Co
         % of fund invested: 0.22%
         $USD invested: $58.4M
  • 5. IHI Corp
         % of fund invested: 0.09%
         $USD invested: $24.22M
  • 6. Suzuki Motor Corp
         % of fund invested: 0.15%
         $USD invested: $39.99M
  • 7. Taisei Corp
         % of fund invested: 0.11%
         $USD invested: $29.03M
  • 8. SECOM Co Ltd
         % of fund invested: 0.1%
         $USD invested: $26.71M
  • 9. Toyota Industries Corp
         % of fund invested: 0.18%
         $USD invested: $49.25M
  • 10. SG Holdings Co Ltd Ordinary Shares
         % of fund invested: 0.03%
         $USD invested: $8.95M

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 MSCI EAFE Value ETF

Totals

Holdings
Assets
Weight
Prisons
3
$677.42M
2.52%
     Prisons high risk
2
$18.89M
0.07%
     Private prisons
1
$9.72M
0.04%
Borders
4
$817.62M
3.05%
     Borders high risk
0
$0
0%
Total
6
$836.52M
3.12%
Full fund results

Holdings — 6 flagged holdings

1.
HSBC Holdings PLC
Prisons
Borders
$658.52M
2.45%
Prisons
Borders :
$658.52M
2.45%
2.
Honda Motor Co Ltd
Borders
$112.61M
0.42%
Borders :
$112.61M
0.42%
3.
Smiths Group PLC
Borders
$28.13M
0.1%
Borders :
$28.13M
0.1%
4.
Yamaha Motor Co Ltd
Borders
$18.36M
0.07%
Borders :
$18.36M
0.07%
5.
Sodexo
Prisons
$9.72M
0.04%
Prisons
$9.72M
0.04%
6.
NICE Ltd
Prisons
$9.18M
0.03%
Prisons
$9.18M
0.03%
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