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Morningstar

iShares Currency Hedged MSCI Japan ETF HEWJ

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

Morningstar’s Analysis HEWJ

Will HEWJ outperform in 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 HEWJ’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HEWJ 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 HEWJ’s parent organization’s priorities and whether they’re in line with investors’ interests.

iShares Currency Hedged MSCI Japan ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HEWJ

More HEWJ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares MSCI Japan ETF

99.61 397.1 Mil
—

JPY/USD Purchased

89.51 356.8 Mil
Derivative

JPY/USD Purchased

3.48 13.9 Mil
Derivative

JPY/USD Purchased

2.07 8.2 Mil
Derivative

JPY/USD Purchased

1.62 6.4 Mil
Derivative

BlackRock Cash Funds Treasury SL Agency

0.70 2.8 Mil
Cash and Equivalents

JPY/USD Purchased

0.68 2.7 Mil
Derivative

JPY/USD Purchased

0.61 2.4 Mil
Derivative

JPY/USD Sold

0.00 0
Derivative

JPY/USD Sold

0.00 0
Derivative