SPDR® MSCI EAFE Fossil Fuel Reserves Free ETF

Shareclass
SPDR® MSCI EAFE Fssl Ful Free RsrvETF (EFAX)
Type
Exchange-traded fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund SPDR® MSCI EAFE Fossil Fuel Reserves Free ETF

FUND COVERAGE
# of holdings656
% of assets99%
Score
58 / 100
Rank

77.5 percentile

Group: International Equity

Rank: #248 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

26 / 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: 0.16%
         $USD invested: $652,499
  • 2. QBE Insurance Group Ltd
         % of fund invested: 0.11%
         $USD invested: $474,922
  • 3. Allianz SE
         % of fund invested: 0.89%
         $USD invested: $3.69M
  • 4. AstraZeneca PLC
         % of fund invested: 1.28%
         $USD invested: $5.31M
  • 5. Qantas Airways Ltd
         % of fund invested: 0.03%
         $USD invested: $124,039
  • 6. ASX Ltd
         % of fund invested: 0.04%
         $USD invested: $168,136
  • 7. Standard Chartered PLC
         % of fund invested: 0.21%
         $USD invested: $869,180
  • 8. CAR Group Ltd
         % of fund invested: 0.05%
         $USD invested: $205,830
  • 9. Aena SME SA
         % of fund invested: 0.11%
         $USD invested: $466,732
  • 10. Yara International ASA
         % of fund invested: 0.03%
         $USD invested: $142,108
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Futu Holdings Ltd ADR
         % of fund invested: 0.06%
         $USD invested: $247,648
  • 2. Yangzijiang Shipbuilding (Holdings) Ltd
         % of fund invested: 0.04%
         $USD invested: $151,352
  • 3. Keyence Corp
         % of fund invested: 0.41%
         $USD invested: $1.72M
  • 4. Konami Group Corp
         % of fund invested: 0.08%
         $USD invested: $318,042
  • 5. Daito Trust Construction Co Ltd
         % of fund invested: 0.03%
         $USD invested: $142,821
  • 6. Zensho Holdings Co Ltd
         % of fund invested: 0.03%
         $USD invested: $130,981
  • 7. Heineken Holding NV
         % of fund invested: 0.05%
         $USD invested: $201,090
  • 8. Central Japan Railway Co
         % of fund invested: 0.12%
         $USD invested: $502,776
  • 9. NEXON Co Ltd
         % of fund invested: 0.04%
         $USD invested: $167,093
  • 10. Kobe Bussan Co Ltd
         % of fund invested: 0.02%
         $USD invested: $90,809

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 SPDR® MSCI EAFE Fossil Fuel Reserves Free ETF

Totals

Holdings
Assets
Weight
Prisons
6
$7.08M
1.7%
     Prisons high risk
2
$344,209
0.08%
     Private prisons
1
$127,353
0.03%
Borders
10
$14.51M
3.49%
     Borders high risk
2
$3.45M
0.83%
Total
14
$15.46M
3.72%
Full fund results

Holdings — 14 flagged holdings

1.
HSBC Holdings PLC
Prisons
Borders
$5.59M
1.34%
Prisons
Borders :
$5.59M
1.34%
2.
Airbus SE
Borders
$3.14M
0.75%
Borders :
$3.14M
0.75%
3.
RELX PLC
Borders
$2M
0.48%
Borders :
$2M
0.48%
4.
NEC Corp
Borders
$940,195
0.23%
Borders :
$940,195
0.23%
5.
Honda Motor Co Ltd
Borders
$936,109
0.22%
Borders :
$936,109
0.22%
6.
Thales
Borders
$660,655
0.16%
Borders :
$660,655
0.16%
7.
Capgemini SE
Prisons
Borders
$542,505
0.13%
Prisons
Borders :
$542,505
0.13%
8.
Elbit Systems Ltd
Borders
$310,678
0.07%
Borders :
$310,678
0.07%
9.
Chocoladefabriken Lindt & Spruengli AG Ordinary Shares - Non Voting
Prisons
$305,662
0.07%
Prisons
$305,662
0.07%
10.
Chocoladefabriken Lindt & Spruengli AG
Prisons
$300,635
0.07%
Prisons
$300,635
0.07%
More from Invest Your Values
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