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Upturn AI SWOT - About
iShares MSCI EAFE ETF (EFA)
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Upturn Advisory Summary
09/11/2025: 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 -3.38% | Avg. Invested days 47 | 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 09/11/2025 |
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) seeks to track the investment results of an index composed of large- and mid-capitalization developed market equities, excluding the U.S. and Canada. It provides broad exposure to international developed markets.
Reputation and Reliability
iShares is a well-established and reputable ETF provider, known for its diverse range of ETFs and strong track record.
Management Expertise
BlackRock, the issuer of iShares, has extensive experience and expertise in ETF management, leveraging a team of professionals to oversee the ETF's operations.
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.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the MSCI EAFE Index.
Composition The ETF primarily holds stocks of companies located in developed countries outside of the U.S. and Canada, spanning various sectors.
Market Position
Market Share: EFA is a major player in the EAFE ETF market, holding a significant portion of the total assets under management.
Total Net Assets (AUM): 62270000000
Competitors
Key Competitors
- VEA
- SPDW
- SCHF
Competitive Landscape
The EAFE ETF market is competitive, with several large players vying for market share. EFA benefits from BlackRock's brand recognition and established presence, but faces competition from lower-cost options like VEA and SPDW. SCHF offers an alternative with slightly different weighting methodologies. Advantages of EFA include high liquidity and strong tracking. A disadvantage can be a slightly higher expense ratio compared to some competitors.
Financial Performance
Historical Performance: Historical financial performance data is not included in this limited response but can be obtained from financial data providers.
Benchmark Comparison: Benchmark comparison data is not included in this limited response but can be obtained from financial data providers.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
EFA exhibits high liquidity, indicated by its robust average trading volume.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting EFA's high liquidity and ease of trading.
Market Dynamics
Market Environment Factors
Economic growth in developed markets (excluding U.S. and Canada), currency fluctuations, and global trade policies significantly impact EFA's performance.
Growth Trajectory
EFA's growth is tied to the performance of developed international markets and investor demand for exposure to these markets; any change to the index it tracks will impact the ETF holdings.
Moat and Competitive Advantages
Competitive Edge
EFA benefits from its established brand recognition as an iShares product. It provides a cost-effective way to get broad exposure to international developed market equities, excluding the U.S. and Canada. Its scale allows for high liquidity, making it attractive for both large and small investors. The fund's large AUM also allows for more efficient trading and lower tracking error. The trust in Blackrock's indexing expertise provides a competitive edge.
Risk Analysis
Volatility
EFA's volatility is influenced by the volatility of the underlying international equity markets and currency fluctuations.
Market Risk
EFA is subject to market risk, including economic downturns, political instability, and sector-specific risks in the countries it invests in. Currency risk is also a factor.
Investor Profile
Ideal Investor Profile
The ideal investor for EFA is someone seeking broad exposure to developed international equity markets, excluding the U.S. and Canada. It is suitable for those looking to diversify their portfolio geographically.
Market Risk
EFA is suitable for long-term investors seeking diversification and passive index followers.
Summary
The iShares MSCI EAFE ETF (EFA) offers investors a simple and cost-effective way to gain exposure to developed international equity markets. As the fund is a large cap-weighted ETF, it should be expected that it will provide broad exposure to the holdings which are diversified throughout the developed world, excluding the U.S. and Canada. The ETF is a relatively low-cost fund that seeks to track the MSCI EAFE Index, and would be useful for investors seeking long-term returns in the space. While the ETF is well-established, it may face challenges with a rising dollar and other international market instability. EFA's high AUM and liquidity make it suitable for various investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- MSCI Index Fact Sheet
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor.
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.