iShares MSCI EAFE Index (EFA)
4854 views
Rate Now: 1 2 3 4

average rating: 4.00 / 1 ratings
Created by Ira Krakow
DESCRIPTION:

Date updated:05-22-2007

This exchange-traded fund tracks the most well-known international benchmark: the MSCI Europe, Australasia, and Far East (EAFE) Index. This index, developed by Morgan Stanley, is the oldest international index.

The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI EAFE index (the underlying index). The fund invests at least 90% of assets in the securities of its underlying index or in ADRs, GDRs or EDRs representing securities in the underlying index. It may invest the remainder of assets in securities not included in its underlying index, but which BGFA believes may help the fund track its underlying index. The fund is nondiversified.

EFA is the top global ETF by assets. This portfolio tracks EFA and its components, from Morningstar.com. As of April 30, 2007, EFA held 809 stock positions. It's heavily weighted to Europe. As of 4/30/2007:
By Region
UK/Western Europe 69.7%
Japan 21.3%

By country
United Kingdom 22.8%
Japan 21.3%
France 10.5%
Germany 8.0%
Switzerland 7.0%

Expense ratio: 0.35%

symbol name last price % change open
  • +
  • EFA
    Ishares Msci Eafe
  • $55.01
  • +0.29%
  • $54.47

The ETF that this portfolio is tracking.

People owning EFA also tend to own: AAPLBACBBYBGTCSCOCTSHDEO

TheStreet.com Rating: No Rating What is this?

  • +
  • BP
    Bp Plc
  • $58.43
  • -0.17%
  • $57.53

United Kingdom - 1.59% of assets as of 4/30/2007

People owning BP also tend to own: BACCBSHCLEDFITBFREGE

TheStreet.com Rating: C+ What is this?

  • +
  • HBC
    Hsbc Hldgs Plc Ad
  • $56.70
  • +1.27%
  • $56.17

United Kingdom - 1.50% of assets as of 4/30/2007

People owning HBC also tend to own: DEOJNJNYXPUISBUXUSTWSC

TheStreet.com Rating: No Rating What is this?

  • +
  • TM
    Toyota Mtr Cp Ads
  • $78.16
  • -3.00%
  • $77.89

Japan - 1.26% of assets as of 4/30/2007

People owning TM also tend to own: AXAFDXNOKNUERTPSLBAAPL

TheStreet.com Rating: C What is this?

  • +
  • GSK
    Glaxosmithkline P
  • $40.52
  • +0.15%
  • $39.84

United Kingdom - 1.18% of assets as of 4/30/2007

People owning GSK also tend to own: ABTDGXEPDFMDJNJJOSBJTX

TheStreet.com Rating: B- What is this?

  • +
  • NVS
    Novartis Ag Ads
  • $52.80
  • +0.42%
  • $52.33

Switzerland - 0.96% of assets as of 4/30/2007

People owning NVS also tend to own: ANNAUYBACBHIERICFGE

TheStreet.com Rating: B What is this?

  • +
  • UBS
    Ubs Ag (new)
  • $16.68
  • -0.06%
  • $16.58

Switzerland - 0.96% of assets as of 4/30/2007 Wall Street Journal - rumor of UBS-Lehman merger http://blogs.wsj.com/deals/2007/05/21/a-marriage-of-convenience-for-ubs-and-lehman

People owning UBS also tend to own: ABNAIGBKCERJEWJGSKJNJ

TheStreet.com Rating: D What is this?

  • +
  • RDS-B
    Royal Dutch Shell
  • $58.72
  • -0.24%
  • $57.81

United Kingdom - 0.93% of assets as of 4/30/2007

People owning RDS-B also tend to own: AMDBAMBBYBROCATCSCOCVS

TheStreet.com Rating: No Rating What is this?

previous next
 

Start Price

Return Value

Start Date

EFA 79.97 -31.21% May 21st
BP 69.44 -15.86% May 21st
HBC 92.77 -38.88% May 21st
TM 120.38 -35.07% May 21st
GSK 53.18 -23.81% May 21st
NVS 55.47 -4.81% May 21st
UBS 63.93 -73.91% May 21st
RDS-B 76.61 -23.35% May 21st
RBS-PP 25.30 -67.19% May 21st
STD 18.35 -8.88% May 21st
AZ 21.73 ------ May 21st
SI 124.20 -25.82% May 21st
TEF 67.01 +24.46% May 21st
EON 50.85 ------ May 21st
BCS-P 26.05 -25.57% May 21st
CS 75.10 -25.86% May 21st
SNY 47.76 -23.16% May 21st
MTU 10.90 -50.46% May 21st
ABN 47.29 ------ May 21st

Average return:

-28.09%

Success rate:

6.25%

Tracking Started: 05-21-2007

05/21/2007 22:06 PM CDT Asked by Goldy
buy gm instead of tm

ADD YOUR COMMENTS:

This Week's 'Barron's' Roundup

By Roberto Pedone Posted on Nov. 9, 2009 Financial-Services Bull: Barron’s talks with Anton Schutz, portfolio manager at the Burnham Financial Industries Fund (BURFX)...

11.09.09 | 11:01 AM
Rocket Stocks for the Week

By Jonas Elmerraji Posted on Nov. 9, 2009 Last week brought investors a welcome return to gains as the S&P 500 pushed up 3.2% over the course of the last five trading d...

11.09.09 | 08:04 AM
Jim Cramer's Portfolios of the Week

By Roberto Pedone Posted on Nov. 6, 2009 According to Jim Cramer, the bears are tellinginvestors six lies. On Wednesday’s “Mad Money” TV show, Cramer said if you ...

11.06.09 | 15:52 PM
'Fast Money' Portfolios of the Week

By Roberto Pedone Posted on Nov. 5, 2009 The traders on CNBC’s “Fast Money” told their viewers what they must know after Warren Buffett announced on Tuesday his l...

11.05.09 | 12:05 PM
more articles
Nymph's Trading Daily Trading Diary
04.13.09 | 01:10 AM From author Trading Nymph
General market Technical Analysi...
11.14.07 | 22:55 PM From author ZA
The Presidential/Political Thread
01.02.08 | 08:05 AM From author Dave Cox
Robotic Stock Trading Software
11.05.09 | 14:31 PM From author jm.4769
more forums
Q. there is a good article on cnbc....
11.09.09 | 12:17 PM Asked by patrick1

A. it really doesn't matter as long as you
continue to use the same parameters for
calculating these things.

today 's lists
52-Week Highs

Here are some of the biggest stocks that made the 52-week high list on Nov. 2, 2009. more

52-Week Lows

Here is a list of some of the biggest stocks that hit 52-week lows on Nov. 2, 2009. more

Analyst Downgrades

Analyst Downgrades for Nov. 2, 2009. Read more here. more