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IEFA - ETF AI Analysis
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iShares Core MSCI EAFE ETF (IEFA)
Rating:65Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several key holdings, such as ASML Holding NV and Nestlé SA, have delivered strong year-to-date performance, supporting the ETF’s overall returns.
Broad Geographic Exposure
The ETF invests across multiple countries, including Japan, the UK, and France, providing diversification and reducing reliance on a single market.
Low Expense Ratio
With a very low expense ratio of 0.07%, this ETF allows investors to keep more of their returns compared to higher-cost funds.
Negative Factors
Lagging Holdings
Some top holdings, such as SAP SE and Toyota Motor, have underperformed year-to-date, which could weigh on the ETF’s future performance.
Sector Concentration in Financials
The ETF has significant exposure to the financial sector, which may increase vulnerability to sector-specific risks.
Limited U.S. Exposure
The ETF has minimal exposure to U.S. companies, which could limit its ability to benefit from growth in the world’s largest economy.
IEFA vs. SPDR S&P 500 ETF (SPY)
AUM161.87B
RegionDeveloped Markets
Expense Ratio0.07%
Beta0.73
IssueriShares
Inception DateOct 18, 2012
Dividend Yield2.88%
Asset ClassEquity
Index TrackedMSCI EAFE IMI
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume11,930,259
30 Day Avg. Volume11,277,302
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
101.73Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering2544
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IEFA Summary
The iShares Core MSCI EAFE ETF (IEFA) is an investment fund that focuses on stocks from developed markets outside North America, including countries like Japan, the UK, and Germany. It tracks the MSCI EAFE Investable Market Index, which includes companies of all sizes across industries like financials, healthcare, and technology. Some well-known companies in this ETF are Nestlé and Toyota Motor. Investors might consider IEFA for global diversification and exposure to international markets. However, since it tracks global markets, its value can go up or down depending on international economic conditions.
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
The iShares Core MSCI EAFE ETF (IEFA) leans heavily on developed markets outside North America, with a diverse mix of sectors and standout names driving its performance. Health care giants like Roche and AstraZeneca are rising steadily, buoyed by strong pipelines and strategic growth, while SAP is lagging, weighed down by bearish momentum and valuation concerns. Nestlé offers stability with its solid cash flow, though recent performance has been mixed. Financials, led by HSBC, are providing a steady lift, while industrials like Siemens show neutral signals. Overall, the fund’s broad exposure balances sector strengths and weaknesses effectively.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ASML Holding NV | 1.76% | $2.85B | €347.07B | 30.57% | 76 Outperform | |
| AstraZeneca | 1.20% | $1.94B | £209.38B | 28.56% | 80 Outperform | |
| Roche Holding AG | 1.20% | $1.94B | CHF256.01B | 38.07% | 73 Outperform | |
| HSBC Holdings | 1.09% | $1.76B | HK$1.99T | 46.73% | 80 Outperform | |
| Novartis AG | 1.09% | $1.76B | CHF204.56B | 21.14% | 80 Outperform | |
| SAP SE | 1.07% | $1.74B | €241.18B | -14.07% | 66 Neutral | |
| Nestlé SA | 1.07% | $1.74B | CHF198.25B | 17.61% | 71 Outperform | |
| Siemens | 0.90% | $1.45B | €186.01B | 23.12% | 74 Outperform | |
| Shell (UK) | 0.86% | $1.40B | £149.91B | 8.82% | 73 Outperform | |
| Toyota Motor | 0.86% | $1.39B | ¥43.40T | 25.16% | 80 Outperform |
IEFA Technical Analysis
Positive
―
Price Trends
86.62
Positive
85.40
Positive
81.30
Positive
Market Momentum
0.60
Negative
59.42
Neutral
2.47
Positive
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 86.77, equal to the 50-day MA of 86.62, and equal to the 200-day MA of 81.30, indicating a bullish trend. The MACD of 0.60 indicates Negative momentum. The RSI at 59.42 is Neutral, neither overbought nor oversold. The STOCH value of 2.47 is Positive, 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
88.34
20.71
30.62%
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
―
―
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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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