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
$1.69 BILLION
Prison industrial complex
14
flagged holdings
3.08%
of assets flagged
Data as of 30 Nov 2024
Flagged investments:
$1.69 BILLION, 3.08% of assets
Higher risk:
$388.49 MILLION, 0.71% of assets
 Private prison operators:
$24.08 MILLION, 0.04% 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
$781.09M
invested
1.42%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
10
holdings
$1.55B
invested
2.83%
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
    $560.12M
    1.02%
  • 2.  
     Airbus SE
    Border industry
    $305.98M
    0.56%
  • 3.  
    RELX PLC
    Border industry
    $290.1M
    0.53%
  • 4.  
    Honda Motor Co Ltd
    Border industry
    $127.36M
    0.23%
  • 5.  
    Capgemini SE
    Prison industryBorder industry
    $82.24M
    0.15%
Higher risk
Private prison operator
See all
iShares MSCI EAFE ETF $EFA is 3.08% ($1.69 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: 11/30/24
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 
0.55% more in annualized returns
More invested in private prison operators 
0.02% more invested
More invested in higher risk companies, prison industry 
0.04% more invested
More invested in higher risk companies, border industry 
0.13% more invested
More invested in higher risk companies 
0.17% more invested
More invested in all screened prison industry companies 
0.34% more invested
More invested in all screened border industry companies 
0.95% more invested
More invested in all screened companies 
0.85% 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: 11/30/24
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 
0.55% more in annualized returns
More invested in private prison operators 
0.02% more invested
More invested in higher risk companies, prison industry 
0.04% more invested
More invested in higher risk companies, border industry 
0.13% more invested
More invested in higher risk companies 
0.17% more invested
More invested in all screened prison industry companies 
0.34% more invested
More invested in all screened border industry companies 
0.95% more invested
More invested in all screened companies 
0.85% 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: 11/30/24
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 
0.55% more in annualized returns
More invested in private prison operators 
0.02% more invested
More invested in higher risk companies, prison industry 
0.04% more invested
More invested in higher risk companies, border industry 
0.13% more invested
More invested in higher risk companies 
0.17% more invested
More invested in all screened prison industry companies 
0.34% more invested
More invested in all screened border industry companies 
0.95% more invested
More invested in all screened companies 
0.85% 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
12%
4.15%
5.96%
5.07%
0.04% 
Benchmark
ACWX - iShares MSCI ACWI ex U.S. ETF
13%
2.85%
5.33%
4.53%
0.03% 
Fund compared to benchmark
 
-1.12%
1.3%
0.63%
0.55%
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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