Morningstar

iShares Currency Hedged MSCI EAFE ETF HEFA

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

Morningstar’s Analysis HEFA

Will HEFA 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 HEFA’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HEFA 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 HEFA’s parent organization’s priorities and whether they’re in line with investors’ interests.

Foreign stocks without currency risk.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

IShares Currency Hedged MSCI EAFE ETF HEFA is a market-cap-weighted portfolio of large- and mid-cap stocks in the developed international market. While its fee could be lower, it effectively minimizes volatility associated with foreign-exchange rates.

by Zachary Evens
Rated on Published on

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Portfolio Holdings HEFA

More HEFA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares MSCI EAFE ETF

99.31 5.3 Bil
—

EUR/USD Purchased

41.56 2.2 Bil
Derivative

EUR/USD Purchased

33.38 1.8 Bil
Derivative

EUR/USD Purchased

33.09 1.8 Bil
Derivative

JPY/USD Purchased

29.91 1.6 Bil
Derivative

JPY/USD Purchased

23.24 1.2 Bil
Derivative

JPY/USD Purchased

23.05 1.2 Bil
Derivative

CHF/USD Purchased

12.82 686.6 Mil
Derivative

GBP/USD Purchased

12.38 663.2 Mil
Derivative

CHF/USD Purchased

10.17 544.8 Mil
Derivative

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