iShares Currency Hedged MSCI EAFE ETFHEFA
HEFA
0
Funds holding %
of 7,390 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
103% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 39
25% more funds holding in top 10
Funds holding in top 10: 16 [Q3] → 20 (+4) [Q4]
15% more repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 130
7% more funds holding
Funds holding: 388 [Q3] → 416 (+28) [Q4]
2% less capital invested
Capital invested by funds: $5.1B [Q3] → $5.01B (-$93.6M) [Q4]
1.84% less ownership
Funds ownership: 93.32% [Q3] → 91.48% (-1.84%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for HEFA.
Financial journalist opinion
Positive
Seeking Alpha
3 days ago
Seeking Yield In Equity Funds With Lower Valuations And Risk
I track about a thousand funds using Mutual Fund Observer and have developed a ranking system to group equity funds into four categories based on risk, valuation, and/or yield. Tier One contains the Lipper Categories and funds that have a combination of lower risk, lower valuations, and higher yields. Tier Two contains those with low to moderate valuations and have lower risk.
Neutral
Zacks Investment Research
4 months 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.
Positive
Zacks Investment Research
4 months 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.
Positive
Seeking Alpha
1 year 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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