iShares Currency Hedged MSCI Emerging Markets ETF HEEM

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Morningstar’s Analysis HEEM

Will HEEM outperform in the future?

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

Associate Analyst Madeleine Black

Madeleine Black

Associate Analyst

Summary

Large- to mid-cap exposure to emerging-markets equities. IShares MSCI Emerging Markets ETF offers investors a comprehensive and cost-effective way to tap into the emerging-markets equity space. It closely tracks the MSCI Emerging Markets Index, which comprises approximately 1,200-1,400 stocks across 24 countries, providing a broad representation of the emerging-markets landscape. The fund has become particularly notable for its increasing concentration in Chinese equities. This is largely attributable to the phased inclusion of China A-shares since 2018, making China a significant portion of the index. Other major country allocations include Taiwan, India, and South Korea.

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Portfolio Holdings HEEM

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 100.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares MSCI Emerging Markets ETF

100.36 284M

HKD/USD Purchased

16.48 47M
Derivative

TWD/USD Purchased

6.57 19M
Derivative

TWD/USD Purchased

6.55 19M
Derivative

TWD/USD Purchased

6.55 19M
Derivative

TWD/USD Purchased

6.55 19M
Derivative

KRW/USD Purchased

5.61 16M
Derivative

KRW/USD Purchased

5.61 16M
Derivative

KRW/USD Purchased

5.61 16M
Derivative

KRW/USD Purchased

5.61 16M
Derivative

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