DMXFiShares ESG Advanced MSCI EAFE Index ETF
Tracks the MSCI EAFE Choice ESG Screened Index.
By iShares · Launched 2020
Annual Cost
0.12%
#474 of 5,861 · low cost
Fund Size
$1.2B
#1,029 of 5,861 · large
Return (1Y)Goal
+20.9%
Track Record
6 years
#2,087 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$12,278+22.8%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
Global ex-USCap
Multi cap
Strategy
Index tracking
Focus
ESG
Index tracked
MSCI EAFE Choice ESG Screened Index
What it actually holds
By weightConcentration
Top 10 holdings = 21.2% of fund✓ well diversified
ASML Holding NV
5.4%
Novartis AG
3.1%
Mitsubishi UFJ Financial Group Inc
2.1%
SAP SE
2.0%
Schneider Electric SE
1.7%
Allianz SE
1.7%
ABB Ltd
1.4%
Sumitomo Mitsui Financial Group Inc
1.3%
Advantest Corp
1.3%
Tokyo Electron Ltd
1.2%
Asset allocation
Stocks
99.2%
Cash
0.6%
Other
0.3%
By sector
Financial Services
31.3%
Technology
21.5%
Industrials
15.3%
Healthcare
9.8%
Communication
7.0%
Basic Materials
4.7%
Consumer Cyclical
4.5%
Real Estate
3.1%
Other
2.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
17.4%Moderate
Year-on-year price swings
Max drawdown
-34.5%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.68Decent risk-adjusted returns
Sortino (3Y)
1.01Good downside protection
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Tracks the MSCI EAFE Choice ESG Screened Index.
- Strategy
- Seeks to track large- and mid-capitalization developed market companies with favorable ESG ratings, excluding the U.S. and Canada. Uses representative sampling to manage the Fund, investing primarily in securities of the Underlying Index, which includes companies in the financials, industrials, and technology sectors.
- Inception date
- June 16, 2020
- Fund family
- iShares
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Data updated on 2026-08-04