Ishares Core Msci Etf Profile
| IEFA Etf | USD 72.58 0.38 0.53% |
Performance0 of 100
| Odds Of DistressLess than 9
|
IShares Core is trading at 72.58 as of the 28th of November 2024, a 0.53 percent increase since the beginning of the trading day. The etf's open price was 72.2. IShares Core has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for iShares Core MSCI are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of August 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund generally will invest at least 80 percent of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. More on iShares Core MSCI
Moving together with IShares Etf
| 1.0 | VEA | Vanguard FTSE Developed | PairCorr |
| 0.89 | VEU | Vanguard FTSE All | PairCorr |
| 1.0 | EFA | iShares MSCI EAFE | PairCorr |
| 0.9 | IXUS | iShares Core MSCI | PairCorr |
| 0.99 | SPDW | SPDR SP World | PairCorr |
Moving against IShares Etf
IShares Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Strategy ETFs, Broad Equity ETFs, Foreign Large Blend, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2012-10-18 |
| Benchmark | MSCI EAFE IMI Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 119.3 Billion |
| Average Trading Valume | 9.41 Million |
| Asset Type | Equity |
| Category | Broad Equity |
| Focus | Strategy |
| Market Concentration | Developed Markets |
| Region | Developed Markets |
| Administrator | State Street Bank and Trust Company |
| Advisor | BlackRock Fund Advisors |
| Custodian | State Street Bank and Trust Company |
| Distributor | BlackRock Investments, LLC |
| Portfolio Manager | Jennifer Hsui, Greg Savage, Paul Whitehead |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Jul |
| Exchange | Cboe BZX Exchange, Inc. |
| Number of Constituents | 2,720 |
| Market Maker | Jane Street |
| Total Expense | 0.07 |
| Management Fee | 0.07 |
| Country Name | USA |
| Returns Y T D | 4.47 |
| Name | iShares Core MSCI EAFE ETF |
| Currency Code | USD |
| Open Figi | BBG003H6TR19 |
| In Threey Volatility | 18.25 |
| 1y Volatility | 14.22 |
| 200 Day M A | 74.0556 |
| 50 Day M A | 75.1198 |
| Code | IEFA |
| Updated At | 27th of November 2024 |
| Currency Name | US Dollar |
iShares Core MSCI [IEFA] is traded in USA and was established 2012-10-18. The fund is listed under Foreign Large Blend category and is part of iShares family. The entity is thematically classified as Strategy ETFs. iShares Core MSCI currently have 75.57 B in assets under management (AUM). , while the total return for the last 3 years was 2.8%.
Check IShares Core Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares Core MSCI Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
iShares Core MSCI Currency Exposure
iShares Core MSCI holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of IShares Core will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in iShares Core MSCI.
Top iShares Core MSCI Etf Constituents
| AIA Group Ltd | 0.42716% |
| Toyota Motor Corp | 0.93414% |
| Hitachi Ltd | 0.6033% |
| Shin-Etsu Chemical Co. Ltd. | 0.3467% |
| Sumitomo Mitsui Financial | 0.46829% |
| Tokio Marine Holdings Inc. | 0.36315% |
| Recruit Holdings Co Ltd | 0.49684% |
| Mitsubishi UFJ Financial Group Inc | 0.69062% |
| Sony Corp | 0.62715% |
| Keyence | 0.43457% |
IShares Core Top Holders
| TDOTX | Cleartrack 2025 Class | Mutual Fund | Target-Date 2025 | |
| EAAIX | Wells Fargo Advantage | Mutual Fund | Allocation--50% to 70% Equity | |
| MDARX | Mainstay Moderate Etf | Mutual Fund | Allocation--50% to 70% Equity | |
| MOECX | Mainstay Growth Etf | Mutual Fund | Allocation--70% to 85% Equity | |
| MNEAX | Mainstay Conservative Etf | Mutual Fund | Allocation--30% to 50% Equity | |
| UCAGX | Cornerstone Aggressive Fund | Mutual Fund | Allocation--70% to 85% Equity | |
| MNELX | Mainstay Conservative Etf | Mutual Fund | Allocation--30% to 50% Equity | |
| MDNAX | Mainstay Defensive Etf | Mutual Fund | Allocation--15% to 30% Equity |
iShares Core MSCI Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares Core. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Mean Deviation | 0.6342 | |||
| Standard Deviation | 0.8237 | |||
| Variance | 0.6785 | |||
| Risk Adjusted Performance | (0.08) |
iShares Core MSCI Technical Analysis
Transformation |
The output start index for this execution was zero with a total number of output elements of sixty-one. iShares Core MSCI Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe IShares Core price patterns.
IShares Core Against Markets
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Core MSCI. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in census. You can also try the My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.
The market value of iShares Core MSCI is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares Core's value that differs from its market value or its book value, called intrinsic value, which is IShares Core's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares Core's market value can be influenced by many factors that don't directly affect IShares Core's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares Core's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Core is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Core's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.