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Upturn AI SWOT - About
iShares ESG Advanced MSCI EAFE Index ETF (DMXF)
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Upturn Advisory Summary
08/14/2025: DMXF (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 8.6% | Avg. Invested days 62 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.12 | 52 Weeks Range 57.91 - 74.74 | Updated Date 06/30/2025 |
52 Weeks Range 57.91 - 74.74 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares ESG Advanced MSCI EAFE Index ETF
ETF Overview
Overview
The iShares ESG Advanced MSCI EAFE Index ETF (EAFE) aims to track the investment results of an index composed of large- and mid-capitalization developed market equities, excluding the U.S. and Canada, that have been screened for environmental, social and governance (ESG) characteristics.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and extensive track record in the ETF market.
Management Expertise
BlackRock has a highly experienced team of investment professionals managing its ETFs.
Investment Objective
Goal
To track the investment results of an index composed of large- and mid-capitalization developed market equities, excluding the U.S. and Canada, that have been screened for ESG characteristics.
Investment Approach and Strategy
Strategy: The ETF seeks to replicate the MSCI EAFE ESG Advanced Index, which screens for ESG factors.
Composition Primarily holds stocks of companies located in developed countries outside the US and Canada. The fund focuses on large and mid-cap companies.
Market Position
Market Share: Insufficient data to accurately determine EAFE's exact market share in the ESG-focused EAFE ETF segment. Further data needed for accurate market share.
Total Net Assets (AUM): 168900000
Competitors
Key Competitors
- Xtrackers MSCI EAFE ESG Leaders Equity ETF (EASG)
- Vanguard ESG International Stock ETF (VSGX)
- Avantis International Equity ETF (AVEM)
Competitive Landscape
The ESG-focused EAFE ETF market includes various competitors offering similar international exposure with ESG considerations. EAFE's advantages may include BlackRock's established brand and potentially a specific ESG screening methodology. Disadvantages could involve differences in expense ratios or tracking error compared to competitors.
Financial Performance
Historical Performance: Historical performance data should be sourced from financial data providers for accurate representation.
Benchmark Comparison: Benchmark comparison data should be sourced from financial data providers for accurate representation.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
Average trading volume fluctuates but generally indicates moderate liquidity, allowing for reasonable trading activity.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's relatively high trading volume and indicating lower trading costs.
Market Dynamics
Market Environment Factors
Economic indicators in Europe, Asia, and Australia, sector growth prospects in those regions, and global market conditions all impact EAFE.
Growth Trajectory
The ETF's growth depends on the performance of international developed markets, adoption of ESG investing, and investor demand for its specific approach.
Moat and Competitive Advantages
Competitive Edge
EAFE benefits from BlackRock's brand recognition and distribution network. Its competitive advantage lies in its MSCI EAFE ESG Advanced Index methodology, providing a specific ESG-focused exposure to developed markets. This can attract investors seeking a specific approach to ESG investing within the EAFE universe. The ETF aims to balance ESG considerations with broad market exposure, which can appeal to investors seeking both sustainability and diversification.
Risk Analysis
Volatility
Historical volatility data should be sourced from financial data providers to provide an accurate representation.
Market Risk
EAFE is subject to market risk related to international equities, currency fluctuations, and political/economic instability in the EAFE region. ESG screening may also lead to sector or country biases, impacting performance.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to developed international markets with an emphasis on ESG factors are the ideal profile for EAFE.
Market Risk
EAFE is suitable for long-term investors seeking diversified international exposure and aligned with ESG investment principles.
Summary
The iShares ESG Advanced MSCI EAFE Index ETF (EAFE) offers exposure to developed international markets, excluding the U.S. and Canada, with an ESG focus. The ETF tracks the MSCI EAFE ESG Advanced Index and aims to provide investors with a sustainable investment option. Its performance is influenced by international market dynamics and ESG factors. EAFE is suitable for long-term investors seeking diversified international exposure aligned with ESG considerations.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Official Website
- MSCI Index Fact Sheet
- BlackRock Fund Fact Sheet
- Morningstar
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on your own due diligence and consultation with a financial advisor. Market share estimates are based on available data and may not be exact.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares ESG Advanced MSCI EAFE Index ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The underlying index is a free float-adjusted market capitalization-weighted index that is designed to reflect the equity performance of large- and mid-capitalization developed market companies, excluding the U.S. and Canada. The fund generally will invest at least 90% of its assets in the component securities of the underlying index.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.