Morningstar

iShares Currency Hedged MSCI Eurozone ETF HEZU

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis HEZU

Will HEZU 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 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.

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.

by Brian Paoli
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Portfolio Holdings HEZU

More HEZU Holdings
  • 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

iShares MSCI Eurozone ETF

99.19 564M
—

EUR/USD Purchased

99.16 564M
Derivative

EUR/USD Purchased

0.95 5M
Derivative

Cash Offset

0.75 4M
—

EUR/USD Purchased

0.16 933,499
Derivative

USD CASH

0.07 389,456
Cash and Equivalents

BlackRock Cash Funds Treasury SL Agency

0.00 −2
Cash and Equivalents

EUR/USD Sold

−0.17 −943,238
Derivative

EUR/USD Sold

−0.95 −5M
Derivative

EUR/USD Sold

−99.16 −564M
Derivative

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