iShares MSCI EAFE Value ETF

Shareclass
iShares MSCI EAFE Value ETF (EFV)
Type
Exchange-traded fund
Military weapon grade: Fund is invested in nuclear weapons and/or controversial weapons below the threshold of 2.5%. Assigned a grade of C.
How we track weapon investments
C
$173.73 MILLION
Military weapons
9
military weapon stocks found
0.98%
of assets flagged
Data as of 29 Feb 2024
Military weapons
Military contractors
Military contractors
Largest international arms manufacturers and military contractors
9
holdings
$173.73M
invested
0.98%
of portfolio
Nuclear weapons
Nuclear weapons
Manufacturers/servicers of nuclear armaments and delivery systems
4
holdings
$59.84M
invested
0.34%
of portfolio
Controversial weapons
Controversial weapons
Manufacturers involved with cluster munitions, landmines, white phosphorus, depleted uranium
2
holdings
$13.96M
invested
0.08%
of portfolio
Military weapon companies
9 holdings
9 holdings
  • 1.  Mitsubishi Heavy Industries Ltd
    $56.9M
    0.32%
  • 2.  Melrose Industries PLC
    Nuclear weapons
    $24.5M
    0.14%
  • 3.  Fujitsu Ltd
    $21.59M
    0.12%
  • 4.  Leonardo SpA Az nom Post raggruppamento
    Nuclear weapons
    $16.01M
    0.09%
  • 5.  Smiths Group PLC
    $15.81M
    0.09%
See all
  For each weapons category, we show the fund's exposure. When calculating a portfolio's percent exposure to a list of companies, we only consider long investments, ignoring any shorts or liabilities.
Civilian firearm manufacturers and retailers

We also track investments in civilian firearm manufacturers and retailers raking in billions in handgun, assault rifle, and ammunition sales. Gun Free Funds is made for people looking to align their investments with their values by moving money out of companies that make and sell guns.

iShares MSCI EAFE Value ETF earns a C grade for investments in military weapons
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Financial performance
Performance data provided byMorningstarFind more financial data on EFV at Morningstar.com
Current fund
EFV
iShares MSCI EAFE Value ETF
Family
BlackRock/iShares
Category
Foreign Large Value
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-0.96% less in annualized returns
Less invested in military weapons 
1.66% less invested
Less invested in major military contractors 
1.66% less invested
Less invested in manufacturers/servicers of nuclear weapons 
1.66% less invested
Less invested in manufacturers of controversial weapons 
0.41% less invested
Current fund
EFV
iShares MSCI EAFE Value ETF
Family
BlackRock/iShares
Category
Foreign Large Value
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-0.96% less in annualized returns
Less invested in military weapons 
1.66% less invested
Less invested in major military contractors 
1.66% less invested
Less invested in manufacturers/servicers of nuclear weapons 
1.66% less invested
Less invested in manufacturers of controversial weapons 
0.41% less invested
Current fund
EFV
iShares MSCI EAFE Value ETF
Family
BlackRock/iShares
Category
Foreign Large Value
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-0.96% less in annualized returns
Less invested in military weapons 
1.66% less invested
Less invested in major military contractors 
1.66% less invested
Less invested in manufacturers/servicers of nuclear weapons 
1.66% less invested
Less invested in manufacturers of controversial weapons 
0.41% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Military weapon weight
This fund
EFV - iShares MSCI EAFE Value ETF
13%
6.28%
5.34%
2.87%
0.98% 
Benchmark
ACWX - iShares MSCI ACWI ex U.S. ETF
13%
1.17%
5.26%
3.83%
2.64% 
Fund compared to benchmark
 
-0.05%
5.11%
0.08%
-0.96%
1.66%  lower
Find more financial data on EFV at Morningstar.com
What's next?
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Action toolkit
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