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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.

Associate Analyst Zachary Evens

Zachary Evens

Associate Analyst

Summary

IShares Currency Hedged MSCI Eurozone ETF’s HEZU limited scope and high fee may prevent it from outpacing its category peers, warranting a Morningstar Analyst rating of Neutral.

by Zachary Evens
Rated on Published on

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Portfolio Holdings HEZU

More HEZU Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 21
  • % Assets in Top 10 Holdings 96.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares MSCI Eurozone ETF

96.57
312,249,240
—

EUR/USD Purchased

3.37
10,909,219
Derivative

BlackRock Cash Funds Treasury SL Agency

0.05
150,000
Cash and Equivalents

EUR/USD Purchased

0.04
131,996
Derivative

EUR/USD Purchased

0.01
40,324
Derivative

EUR/USD Purchased

< 0.01
17,305
Derivative

USD CASH

< 0.01
9,951
Cash and Equivalents

EUR/USD Purchased

< 0.01
1,119
Derivative

EUR/USD Sold

0.00
0
Derivative

EUR/USD Sold

0.00
0
Derivative