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Upturn AI SWOT - About
iShares MSCI EAFE ETF (EFA)
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Upturn Advisory Summary
07/25/2025: EFA (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 -6.08% | Avg. Invested days 43 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/25/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.07 | 52 Weeks Range 70.92 - 89.62 | Updated Date 06/29/2025 |
52 Weeks Range 70.92 - 89.62 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares MSCI EAFE ETF
ETF Overview
Overview
The iShares MSCI EAFE ETF (EFA) aims to track the investment results of an index composed of large- and mid-capitalization developed market equities, excluding the United States and Canada. It provides exposure to a broad range of international developed markets. Asset allocation is primarily in equities. The investment strategy focuses on replicating the MSCI EAFE Index.
Reputation and Reliability
BlackRock is one of the largest and most reputable asset managers globally, with a long track record of managing ETFs.
Management Expertise
BlackRock has a highly experienced team dedicated to managing ETFs, with expertise in indexing and international markets.
Investment Objective
Goal
To track the investment results of an index composed of large- and mid-capitalization developed market equities, excluding the United States and Canada.
Investment Approach and Strategy
Strategy: Tracks the MSCI EAFE Index.
Composition Primarily holds stocks from developed markets outside the US and Canada, including Japan, the United Kingdom, and France.
Market Position
Market Share: EFA holds a significant market share within the EAFE (Europe, Australasia, Far East) ETF category.
Total Net Assets (AUM): 61840000000
Competitors
Key Competitors
- VEA
- SCHF
- SPDW
Competitive Landscape
The EAFE ETF market is dominated by a few large players. EFA benefits from BlackRock's established brand and broad distribution network. However, competitors like VEA often offer lower expense ratios, presenting a cost advantage. EFA's large AUM provides liquidity, but expense ratio slightly higher than other ETF competitors.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved directly from financial data providers.
Benchmark Comparison: Benchmark comparison data needs to be retrieved directly from financial data providers comparing with MSCI EAFE index.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
EFA exhibits high liquidity, characterized by a significant average daily trading volume.
Bid-Ask Spread
EFA typically has a tight bid-ask spread, reflecting its high liquidity.
Market Dynamics
Market Environment Factors
Global economic conditions, currency fluctuations, and geopolitical events in Europe, Asia, and Australia significantly influence EFA's performance.
Growth Trajectory
Growth is tied to international developed market equity performance, with potential adjustments to the underlying index composition over time.
Moat and Competitive Advantages
Competitive Edge
EFA's competitive edge lies in its large AUM, providing high liquidity and tight tracking of the MSCI EAFE Index. BlackRock's established brand and distribution network also contribute to its competitive position. The fund benefits from its ability to efficiently capture the returns of a broad basket of international developed market equities, while still having low expense ratio. Despite this, the fund's exposure to currency risk and international market volatility represents key considerations for investors.
Risk Analysis
Volatility
EFA's volatility is generally in line with the volatility of the MSCI EAFE Index, reflecting the inherent risks of international equity markets.
Market Risk
EFA is subject to market risk associated with international equities, including economic downturns, political instability, and currency fluctuations.
Investor Profile
Ideal Investor Profile
The ideal investor for EFA is someone seeking diversified exposure to international developed market equities outside of North America.
Market Risk
EFA is generally suitable for long-term investors seeking to diversify their portfolio with international equities, especially if tracking the index is the primary goal.
Summary
The iShares MSCI EAFE ETF (EFA) provides diversified exposure to large- and mid-cap equities in developed markets outside of the US and Canada, tracking the MSCI EAFE Index. Managed by BlackRock, it benefits from high liquidity and a relatively low expense ratio. However, investors should be aware of currency risk and international market volatility. It's most suitable for long-term investors seeking broad international diversification with the advantage of tracking a reputable index.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- MSCI website
- Morningstar
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions and fund performance are subject to change.
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 MSCI EAFE ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The index is a free float-adjusted, market capitalization-weighted index designed to measure large- and mid-capitalization equity market performance of developed markets outside of the U.S. and Canada.
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.