iShares Currency Hedged MSCI Eurozone ETF HEZU

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Morningstar’s Analysis HEZU

Will HEZU outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

A narrow portfolio and high fee limit its appeal.

Associate Analyst Brian Paoli

Brian Paoli

Associate Analyst

Summary

IShares Currency Hedged MSCI Eurozone ETF excludes major European markets, narrowing its portfolio and limiting its appeal compared with peers with broader portfolios.

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Portfolio Holdings HEZU

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

EUR/USD Purchased

104.80 589M
Derivative

EUR/USD Purchased

100.34 564M
Derivative

iShares MSCI Eurozone ETF

99.06 557M
—

EUR/USD Purchased

98.48 554M
Derivative

Cash Offset

5.00 28M
—

EUR/USD Purchased

1.23 7M
Derivative

EUR/USD Purchased

0.96 5M
Derivative

EUR/USD Purchased

0.82 5M
Derivative

EUR/USD Purchased

0.51 3M
Derivative

EUR/USD Purchased

0.36 2M
Derivative

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