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IEFA - ETF AI Analysis
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iShares Core MSCI EAFE ETF (IEFA)
Rating:65Neutral
Price Target:―
Positive Factors
Broad International Diversification
The fund spreads its investments across many developed countries like Japan, the UK, France, and Germany, which helps reduce the impact of problems in any single market.
Wide Sector Spread
Holdings are spread across financials, industrials, technology, health care, and several other sectors, lowering the risk tied to any one part of the economy.
Low Expense Ratio
The ETF charges a very low fee, which helps investors keep more of the fund’s returns over time.
Negative Factors
Heavy Tilt to Financials and Industrials
A large share of the portfolio is in financial and industrial companies, which could hurt performance if these sectors struggle.
Mixed Performance Among Top Holdings
While some major positions like ASML and Toyota have shown strong gains, others such as Nestlé, SAP, and Shell have been weak, creating uneven contribution to returns.
Limited U.S. Exposure
The fund has only a small allocation to U.S. stocks, so investors relying on it alone may miss out on parts of the U.S. market’s performance.
IEFA vs. SPDR S&P 500 ETF (SPY)
AUM173.47B
RegionDeveloped Markets
Expense Ratio0.07%
Beta0.73
IssueriShares
Inception DateOct 18, 2012
Dividend Yield3.35%
Asset ClassEquity
Index TrackedMSCI EAFE IMI
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume16,817,745
30 Day Avg. Volume13,623,516
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
109.84Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering2534
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IEFA Summary
IEFA is the iShares Core MSCI EAFE ETF, which follows the MSCI EAFE IMI index of stocks from developed countries outside North America, such as Japan, the UK, and Europe. It holds thousands of companies of all sizes across many sectors, including well-known names like Nestlé and Toyota. Investors might consider IEFA to easily add international diversification to a portfolio and seek long-term growth from markets beyond the U.S. A key risk is that international stock prices and foreign currencies can go up and down, so the value of this ETF can be quite volatile over time.
How much will it cost me?The iShares Core MSCI EAFE ETF (IEFA) has an expense ratio of 0.07%, which means you’ll pay $0.70 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks an index, keeping costs down.
What would affect this ETF?The iShares Core MSCI EAFE ETF (IEFA) could benefit from positive trends in developed markets outside North America, such as economic recovery in Europe or technological advancements in its top holdings like ASML and SAP. However, challenges like rising interest rates, geopolitical tensions, or regulatory changes in key regions could negatively impact sectors like financials and industrials, which make up a significant portion of the ETF's exposure.
IEFA Top 10 Holdings
IEFA’s story is driven by a handful of global heavyweights, mostly in Europe and Japan. ASML is doing the heavy lifting, with its rising share price giving the fund a clear tech tailwind, while Siemens and Toyota add steady industrial strength. On the health care side, Roche and Novartis are quietly supporting returns, even as AstraZeneca looks a bit more mixed. Defensive names like Nestlé and software giant SAP have been lagging, acting as a mild brake. Overall, the ETF leans toward financials, industrials, and health care across developed markets outside North America.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ASML Holding NV | 2.06% | $3.57B | €435.69B | 66.23% | 76 Outperform | |
| Roche Holding AG | 1.29% | $2.23B | CHF287.79B | 43.00% | 73 Outperform | |
| HSBC Holdings | 1.21% | $2.11B | £224.58B | 58.21% | 80 Outperform | |
| AstraZeneca | 1.16% | $2.00B | £213.91B | 24.00% | 80 Outperform | |
| Novartis AG | 1.15% | $1.99B | CHF225.91B | 20.41% | 80 Outperform | |
| Nestlé SA | 1.02% | $1.77B | CHF197.51B | 16.11% | 71 Outperform | |
| Toyota Motor | 0.91% | $1.57B | ¥48.55T | 28.76% | 80 Outperform | |
| Shell (UK) | 0.90% | $1.56B | £162.36B | 8.39% | 73 Outperform | |
| Siemens | 0.86% | $1.48B | €188.82B | 24.62% | 74 Outperform | |
| Mitsubishi UFJ Financial Group | 0.84% | $1.46B | ¥32.98T | 41.02% | 76 Outperform |
IEFA Technical Analysis
Positive
―
Price Trends
90.25
Positive
88.17
Positive
84.43
Positive
Market Momentum
1.31
Negative
66.39
Neutral
74.70
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IEFA, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 93.19, equal to the 50-day MA of 90.25, and equal to the 200-day MA of 84.43, indicating a bullish trend. The MACD of 1.31 indicates Negative momentum. The RSI at 66.39 is Neutral, neither overbought nor oversold. The STOCH value of 74.70 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IEFA.
IEFA Peer Comparison
Comparison Results
Performance Comparison
IEFA
iShares Core MSCI EAFE ETF
94.94
22.95
31.88%
EFA
iShares MSCI EAFE ETF
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―
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EFV
iShares MSCI EAFE Value ETF
―
―
―
SCZ
iShares MSCI EAFE Small-Cap ETF
―
―
―
ESGD
iShares ESG Aware MSCI EAFE ETF
―
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JIRE
JPMorgan International Research Enhanced Equity ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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