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 100.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
iShares MSCI EAFE ETF | 100.86 | 7.0 Bil | — |
EUR/USD Purchased | 32.48 | 2.2 Bil | Derivative |
JPY/USD Purchased | 22.26 | 1.5 Bil | Derivative |
GBP/USD Purchased | 13.97 | 965.9 Mil | Derivative |
CHF/USD Purchased | 8.92 | 616.7 Mil | Derivative |
AUD/USD Purchased | 6.95 | 481.0 Mil | Derivative |
DKK/USD Purchased | 3.49 | 241.7 Mil | Derivative |
SEK/USD Purchased | 2.95 | 203.9 Mil | Derivative |
HKD/USD Purchased | 1.67 | 115.8 Mil | Derivative |
SGD/USD Purchased | 1.13 | 78.0 Mil | Derivative |