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Morningstar

iShares Currency Hedged MSCI Eurozn ETF HEZU

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

Morningstar’s Analysis HEZU

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

  • People Pillar

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

Narrow scope and a high fee limit this fund's appeal.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Average Process and Above Average People ratings. The following text is from March 16, 2023.

by Zachary Evens
Rated on Published on

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Portfolio Holdings HEZU

More HEZU Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares MSCI Eurozone ETF

100.93 457.0 Mil
—

EUR/USD Purchased

94.89 429.7 Mil
Derivative

EUR/USD Purchased

2.02 9.1 Mil
Derivative

EUR/USD Purchased

0.81 3.7 Mil
Derivative

EUR/USD Purchased

0.40 1.8 Mil
Derivative

EUR/USD Purchased

0.37 1.7 Mil
Derivative

EUR/USD Purchased

0.20 890,703
Derivative

BlackRock Cash Funds Treasury SL Agency

0.04 170,000
Cash and Equivalents

EUR/USD Purchased

0.02 109,236
Derivative

USD CASH

0.00 9,169
Cash and Equivalents