Shell PLC

Novan

Rogers

BHP Billiton

TotalEnergies SE

Autoliv

Banco Santander

DTE Energy

National Energy Services Reunited

WABCO Hlds

iShares MSCI EAFE Value ETF

EFV tracks a market-cap-weighted index of developed-market value stocks from Europe, Australia and the Far East.

Global diversification and a tilt to value are key themes for 2025, with non-U.S. markets offering superior value compared to high U.S. equity valuations. The iShares MSCI EAFE Value ETF (EFV) offers low-cost, diversified exposure to international large-cap equities with a focus on value stocks and a 4.5% yield. EFV's 480 holdings trade at 11.8X earnings, significantly cheaper than U.S. indices, making it a compelling option for mitigating losses in a correction.

EFV: Rotating To Value

Blackrock Flexible Income ETF

Blackrock US Equity Factor Rotation ETF

iShares MSCI EAFE Growth ETF

iShares S&P 500 Growth ETF

Heading into a seasonally weak period can be cause for reviewing ETF exposures. Indeed, last week, the BlackRock Target Allocation Team, which runs model portfolios followed by many advisors, did just that.

Why BlackRock Now Likes International Value

iShares MSCI EAFE Value ETF holds about 500 stocks with value characteristics listed in developed markets. The EFV ETF is well-diversified across holdings, but quite heavy in Japan and overweight in financials. EFV has lagged its parent index since inception but has outperformed it in the last 12 months.

EFV: Value ETF Heavy In Banks And Japan

iShares MSCI EAFE Value ETF offers exposure to international value stocks and has $17 billion in net assets.

EFV: A Change In Cycle Can Favor This Big Time

Dimensional International Value ETF

iShares MSCI EAFE Value ETF holds about 500 stocks from developed markets except the U.S. and Canada. The top two countries are Japan and the U.K., and the portfolio is overweight in financials. DFIV, an actively managed international value fund, beats EFV in valuation, growth metrics, and performance.

EFV Vs. DFIV: Which Is The Best Ex-U.S. Value ETF?

iShares Core U.S. Aggregate Bond ETF

iShares Core S&P Mid-Cap ETF

iShares Core S&P 500 ETF

Invesco QQQ

Invesco S&P 500 Equal Weight ETF

iShares Treasury Floating Rate Bond ETF

iShares 20+ Year Treasury Bond ETF

Vanguard Intermediate-Term Treasury ETF

U.S. stocks had an upbeat July. Investors poured money into the S&P 500 ETFs.

ETF Asset Reports of July: S&P 500 Wins

iShares MSCI EAFE Value ETF is invested in developed markets except the U.S. and Canada. Over 60% of assets are in Europe, but Japan is the top country.

EFV: An Ex-U.S. Value ETF Overweight In Financials

AbbVie

Amgen

Ares Capital

BlackRock Taxable Municipal Bond Trust

BlackRock Science & Technology

Clorox

Digital Realty Trust

Fastenal

Flaherty & Crumrine Preferred Securities Income Fund Inc

Home Depot

Johnson & Johnson

Kimberly-Clark

Lockheed Martin

McDonald's

Magellan Midstream Partners

Altria

NextEra Energy

PIMCO Dynamic Income Fund

Cohen & Steers Quality Income Realty Fund

iShares 1-3 Year Treasury Bond ETF

Proshares Short 20+ Year Treasury

abrdn World Healthcare Fund 

The stock market is inherently volatile. With the economy going through the boom and bust cycles more frequently, the extreme ups and downs of the market are inevitable. For most conservative investors, especially retirees, it's very difficult to tolerate large and deep drawdowns. However, it is almost impossible to avoid these issues with index investing.

The Near-Perfect Portfolio: Sleep Well During Turbulent Times

Nuveen Build America Bond Fund

iShares Preferred and Income Securities ETF 

Texas Instruments

Reaves Utility Income Fund

Vanguard Dividend Appreciation ETF

Vanguard High Dividend Yield ETF

We will go over our thesis as to how a diversified income method with low volatility could make you financially independent. We regularly write about multi-basket income strategies with an in-built hedging mechanism to keep the drawdowns to a minimum. They provide not only consistent income but also long-term growth with 30% less volatility.

How This Income Method Could Lead To Financial Freedom

The relative interest of investors in search of value outside the US has increased in the last few years. EFV appears to have attractive multiples, potentially indicating a bargain.

EFV: Not Much Value In EAFE

iShares MSCI EAFE ETF

Sarah Ketterer (Trades, Portfolio), the CEO and fundamental portfolio manager of Causeway Capital Management, recently released the firm's 13F portfolio updates for the third quarter of 2022, which ended on Sept. 30.

Sarah Ketterer's Causeway Goes All In on Value Outside the US

EFV invests in developed markets outside of the U.S. and Canada. The fund remains undervalued, however, its portfolio is also very balanced across all sectors.

EFV: International Value Stocks Remain Cheap

EFV represents a traditional profile of value stocks. It offers high earnings yield and dividend yields, with substantial US financial exposures.

EFV Is Traditional, Defensive Value

Market return forecasts favor an overweight to foreign stocks vs. U.S. shares. International Value could be the niche best positioned for the next market regime.

International Value's Huge 2022 Outperformance: Time To Buy EFV

The global growth to value rotation is well underway and looks like it still has legs. The shift in global interest rates is a key driver.

IShares MSCI EAFE Value ETF: Appropriate Conditions To Support Outperformance

Automatic Data Processing

Calamos Convertible Opportunities And Income Fund

DNP Select Income Fund Inc

Enterprise Products Partners

Annaly Capital

PIMCO Dynamic Credit and Mortgage Income Fund

Columbia Seligman Premium Technology Growth Func Inc

No portfolio or strategy can be perfect. But can there be a strategy that can work well in a bull market, a bear market, or a stagnant market, generate a decent income, and conserve capital, all at the same time? We also want our strategy to avoid roller-coaster rides of index investing, have low volatility and limited drawdowns in case of deep corrections.

The Near-Perfect Portfolio For The Good Times And Bad

EFV invests in so-called value stocks abroad, outside the United States and Canada. Relative to earnings expectations, the implied cost of equity is well in excess of 10%, although the portfolio's underlying return on equity is closer to 10%.

EFV: Global Value Stocks Look Comparatively Cheap

EFV is based on a value index constructed by MSCI, which appears to live up to its name. The MSCI EAFE Value Index captures stock that appear to be cheap based on price/earnings, book value, and dividend yields.

EFV: Global Value Stocks Offer Moderate Upside Potential

CareTrust REIT

Lululemon Athletica

NVIDIA

Global X Silver Miners ETF

iShares 0-5 Year TIPS Bond ETF

Energy Select Sector SPDR Fund

Investment company UMA Financial Services, Inc. (Current Portfolio) buys BTC iShares MSCI EAFE Value ETF, The Energy Select Sector SPDR Fund, Co-Diagnostics Inc, Bank of America Corp, iShares 0-5 Year TIPS Bond ETF, sells Schwab U.S. Large-Cap ETF, iShares Russell 1000 Value ETF, JPMorgan Ultra-Short Income ETF, Alibaba Group Holding, TC Pipelines LP during the 3-months ended 2021Q1, according to the most recent filings of the investment company, UMA Financial Services, Inc.. As of 2021Q1, UMA Financial Services, Inc. owns 136 stocks with a total value of $293 million.

UMA Financial Services, Inc. Buys BTC iShares MSCI EAFE Value ETF, The Energy Select Sector.

Roundhill Deep Value

Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF

Invesco S&P 500 Pure Value ETF

Invesco S&P SmallCap 600 Pure Value ETF

Invesco S&P 500 Value with Momentum ETF

iShares US Small Cap Value Factor ETF

American Century STOXX U.S. Quality Value ETF

Invesco S&P SmallCap Value with Momentum ETF

After growth's long ascendancy, value shares are getting their day in the sun. To determine which have the best prospects, check for factors including liquidity, quality, size, and momentum.

Not All Value ETFs Are Created Equal. Here's How to Choose a Winner.

Xtrackers Harvest CSI 300 China A-Shares ETF

iShares Core MSCI Emerging Markets ETF

iShares MSCI China ETF

Vanguard FTSE Emerging Markets ETF

Stocks outside the U.S. are heating up and attracting assets.

Hot ETF Stories This Year: #3 Int'l Equity

ProShares Long Online/Short Stores ETF

iShares Edge MSCI Min Vol EAFE ETF

iShares iBoxx High Yield Corporate Bond ETF

iShares Core Total USD Bond Market ETF

iShares U.S. Real Estate ETF

SPDR S&P 500 ETF Trust

ProShares UltraPro Short QQQ

Vanguard Total Stock Market ETF

Financial Select Sector SPDR Fund

For the second consecutive month, mutual fund investors were net purchasers of fund assets, injecting $28.0 billion into the conventional funds business for January. Fixed income funds (+$80.0 billion for January, another monthly record) witnessed net inflows for the ninth month in a row, while money market funds (-$3.5 billion) suffered net outflows.

Investors Sour On Large-Cap Growth Funds And ETFs In January

The average equity fund (including ETFs) just managed to stay in positive territory for January, posting a 0.28% return for a third consecutive month of plus-side performance. Investors injected a net $60.9 billion into ETFs in January, with equity ETFs (+$40.5 billion) attracting the largest net inflows.

Rotation Toward Cyclical And Out-Of-Favor Issues Continued In January

ARK Genomic Revolution Multi-Sector ETF

ARK Innovation ETF

A few ETFs have garnered solid investors' interest to start a New Year and will continue to be their darlings in the month of love.

6 Hot ETFs That Could be Investors' Darling in February

First Trust Industrials/Producer Durables AlphaDEX Fund

JPMorgan High Yield Research Enhanced ETF

iShares iBoxx $ Investment Grade Corporate Bond ETF

iShares MSCI USA Quality Factor ETF

Investors were overall net purchasers of fund assets (including those of conventional funds and ETFs) for the third consecutive week. They injected $33.4 billion for Refinitiv Lipper's fund-flows week ended January 27, 2021. Fund investors padded the coffers of money market funds (+$21.0 billion), taxable bond funds (+$7.9 billion), tax-exempt fixed income funds (+$2.8 billion, their second largest weekly net inflows on record), and equity funds (+$1.6 billion) this week.

U.S. Weekly FundFlows Insight Report: Municipal Bond Funds Attract Second Largest Weekly Net Inflows On Record For Fund-Flows Week

News for iShares MSCI EAFE Value ETF ETF (EFV)