iShares MSCI EAFE ETF

Shareclass
iShares MSCI EAFE ETF (EFA)
Type
Exchange-traded fund
Prison industrial complex grade: One or more holdings were flagged as private prison operators by our prison industrial complex screen. Assigned a grade of F.
F
$1.84 BILLION
Prison industrial complex
14
flagged holdings
3.58%
of assets flagged
Data as of 29 Dec 2023
Flagged investments:
$1.84 BILLION, 3.58% of assets
Higher risk:
$378.02 MILLION, 0.74% of assets
 Private prison operators:
$30.42 MILLION, 0.06% of assets
For each prison industrial complex category, click to see the breakdown of flagged holdings.
Prison industry
Prison industry
Incarceration and detention facilities, services in facilities, supervision and monitoring
6
holdings
$997.49M
invested
1.94%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
12
holdings
$1.77B
invested
3.44%
of portfolio
This fund is invested in the following private prison operator companies:
Sodexo
All flagged holdings
14 holdings
14 holdings
  • 1.  HSBC Holdings PLC
    Prison industryBorder industry
    $498.73M
    0.97%
  • 2.  Airbus SE 
    Border industry
    $289.18M
    0.56%
  • 3.  RELX PLC
    Border industry
    $236.66M
    0.46%
  • 4.  BNP Paribas Act. Cat.A
    Prison industryBorder industry
    $229.46M
    0.45%
  • 5.  Honda Motor Co Ltd
    Border industry
    $151.75M
    0.3%
Higher risk
Private prison operator
See all
iShares MSCI EAFE ETF $EFA is 3.58% ($1.84 BILLION) invested in companies with prison involvement
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Financial performance
Performance data provided byMorningstarFind more financial data on EFA at Morningstar.com
Current fund
EFA
iShares MSCI EAFE ETF
Family
BlackRock/iShares
Category
Foreign Large Blend
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.61% more in annualized returns
More invested in private prison operators 
0.02% more invested
More invested in higher risk companies, prison industry 
0.05% more invested
More invested in higher risk companies, border industry 
0.12% more invested
More invested in higher risk companies 
0.17% more invested
More invested in all screened prison industry companies 
0.61% more invested
More invested in all screened border industry companies 
1.13% more invested
More invested in all screened companies 
1.1% more invested
Current fund
EFA
iShares MSCI EAFE ETF
Family
BlackRock/iShares
Category
Foreign Large Blend
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.61% more in annualized returns
More invested in private prison operators 
0.02% more invested
More invested in higher risk companies, prison industry 
0.05% more invested
More invested in higher risk companies, border industry 
0.12% more invested
More invested in higher risk companies 
0.17% more invested
More invested in all screened prison industry companies 
0.61% more invested
More invested in all screened border industry companies 
1.13% more invested
More invested in all screened companies 
1.1% more invested
Current fund
EFA
iShares MSCI EAFE ETF
Family
BlackRock/iShares
Category
Foreign Large Blend
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.61% more in annualized returns
More invested in private prison operators 
0.02% more invested
More invested in higher risk companies, prison industry 
0.05% more invested
More invested in higher risk companies, border industry 
0.12% more invested
More invested in higher risk companies 
0.17% more invested
More invested in all screened prison industry companies 
0.61% more invested
More invested in all screened border industry companies 
1.13% more invested
More invested in all screened companies 
1.1% more invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
EFA - iShares MSCI EAFE ETF
8.24%
4.25%
6.71%
4.63%
0.06% 
Benchmark
ACWX - iShares MSCI ACWI ex U.S. ETF
4.43%
0.74%
4.99%
4.02%
0.04% 
Fund compared to benchmark
 
3.81%
3.5%
1.73%
0.61%
0.02%  higher
Find more financial data on EFA at Morningstar.com
What's next?
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Action toolkit
Ask your employer about adding prison industrial complex-free options to your retirement plan
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Visit Fossil Free Funds to see this fund's exposure to fossil fuel companies and companies with high carbon footprints
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