HEFA icon

iShares Currency Hedged MSCI EAFE ETF
HEFA

34.27 USD
-0.73
2.09%
At close Dec 20, 4:00 PM EST
1 day
-2.09%
5 days
-3.65%
1 month
-1.55%
3 months
-1.64%
6 months
-3.38%
Year to date
8.83%
1 year
8.79%
5 years
10.19%
10 years
33.09%
0
Funds holding %
of 6,809 funds
–
Analysts bullish %

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

10.83% less ownership

Funds ownership: 100.49% [Q2] → 89.66% (-10.83%) [Q3]

16% less funds holding in top 10

Funds holding in top 10: 19 [Q2] → 16 (-3) [Q3]

16% less funds holding

Funds holding: 456 [Q2] → 382 (-74) [Q3]

26% less capital invested

Capital invested by funds: $6.59B [Q2] → $4.9B (-$1.68B) [Q3]

44% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 179

58% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 127

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Research analyst outlook

We haven’t received any recent analyst ratings for HEFA.

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Financial journalist opinion

Neutral
Zacks Investment Research
1 month ago
The Zacks Analyst Blog UUP, IWM, HEFA, MGK, DBC and EEM
UUP, IWM, HEFA, MGK, DBC and EEM are included in this Analyst Blog.
The Zacks Analyst Blog UUP, IWM, HEFA, MGK, DBC and EEM
Positive
Zacks Investment Research
1 month ago
U.S. Dollar Hits a 1-Year High: ETFs to Gain & Lose
The U.S. dollar surges to a one-year high. We highlight ETFs that should benefit from a strong dollar and those that will lose.
U.S. Dollar Hits a 1-Year High: ETFs to Gain & Lose
Positive
Seeking Alpha
10 months ago
HEFA: Hedging International Currency Risk Away
Investing in international stocks exposes investors to currency risk, which can significantly affect returns. The iShares Currency Hedged MSCI EAFE ETF offers exposure to international equity markets, while mitigating currency risk. HEFA uses currency forward contracts to hedge against currency risk, providing investors with a unique selling point.
Positive
Seeking Alpha
1 year ago
HEFA: Currency Neutral + Allocation To Regional Opportunities Outside Of The US
Allocating to international equities may offer notable returns and diversification benefits in a challenging economic environment. The iShares Currency Hedged MSCI EAFE ETF (HEFA) is a compelling instrument for exposure to global equities with a currency hedge. Factors supporting the case for global investments include sustained US outperformance, premium earnings growth in foreign markets, a high USD, and attractive valuations.
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