IShares Currency Hedged MSCI EAFE ETF HEFA is a market-cap-weighted portfolio of large- and mid-cap stocks in the developed international market. While its fee could be lower, it effectively minimizes volatility associated with foreign-exchange rates.
iShares Currency Hedged MSCI EAFE ETF HEFA
Morningstar’s Analysis HEFA
Will HEFA outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 | 98.25 | 6.3 Bil | — |
EUR/USD Purchased | 31.87 | 2.0 Bil | Derivative |
JPY/USD Purchased | 22.28 | 1.4 Bil | Derivative |
GBP/USD Purchased | 13.65 | 873.1 Mil | Derivative |
CHF/USD Purchased | 8.86 | 566.8 Mil | Derivative |
AUD/USD Purchased | 6.89 | 440.9 Mil | Derivative |
DKK/USD Purchased | 3.41 | 218.1 Mil | Derivative |
SEK/USD Purchased | 2.90 | 185.5 Mil | Derivative |
HKD/USD Purchased | 1.84 | 117.9 Mil | Derivative |
EUR/USD Purchased | 1.46 | 93.4 Mil | Derivative |