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 the 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 developed-market exposure.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

IShares MSCI EAFE International Index offers a market-cap-weighted portfolio of large- and mid-cap stocks in the developed international market. Its Morningstar Category-representative portfolio makes it a compelling option for foreign-stock investors.

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 98.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares MSCI EAFE ETF

98.34 7B
—

EUR/USD Purchased

34.84 3B
Derivative

JPY/USD Purchased

22.74 2B
Derivative

GBP/USD Purchased

14.45 1B
Derivative

CHF/USD Purchased

9.44 708M
Derivative

AUD/USD Purchased

6.79 510M
Derivative

SEK/USD Purchased

3.09 232M
Derivative

HKD/USD Purchased

1.76 132M
Derivative

DKK/USD Purchased

1.73 130M
Derivative

Cash Offset

1.66 125M
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