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iShares MSCI EAFE Min Vol Factor ETF EFAV

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis EFAV

Will EFAV outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EFAV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EFAV management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of EFAV’s parent organization’s priorities and whether they’re in line with investors’ interests.

Meticulous.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

IShares MSCI EAFE Minimum Volatility Factor ETF and iShares MSCI Minimum Volatility EAFE Index ETF are well-designed low-volatility strategies whose ability to weather drawdowns should continue to drive a stellar risk/reward profile.

by Ryan Jackson
Rated on Published on

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Portfolio Holdings EFAV

More EFAV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BAE Systems PLC

1.53 101.4 Mil
Industrials

Novartis AG Registered Shares

1.49 98.9 Mil
Healthcare

Industria De Diseno Textil SA Share From Split

1.49 98.8 Mil
Consumer Cyclical

Zurich Insurance Group AG

1.49 98.7 Mil
Financial Services

Unilever PLC

1.40 92.5 Mil
Consumer Defensive

GSK PLC

1.39 92.2 Mil
Healthcare

Koninklijke Ahold Delhaize NV

1.39 92.1 Mil
Consumer Defensive

Otsuka Holdings Co Ltd

1.33 88.1 Mil
Healthcare

Swisscom AG

1.33 88.1 Mil
Communication Services

Sanofi SA

1.29 85.3 Mil
Healthcare