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HEFA

iShares Currency Hedged MSCI EAFE ETF
1W: -3.5% 1M: -8.2% 3M: -1.0% YTD: -2.4% 1Y: +12.2% 3Y: +59.4% 5Y: +72.4%
$40.88
-0.98 (-2.34%)
After Hours: $46.66 (+5.78, +14.14%)
ETF CBOE · AUM $7.0B
ETF-Level Metrics
AUM$7.0B
Holdings443
Top 10 Wt110.1%
Beta0.55
% Profitable55%
Coverage62%
Portfolio Valuation
P/E17.7
P/B2.0
P/S1.6
EV/EBITDA11.5
P/FCF23.8
PEG1.38
Profitability & Returns
Gross Margin29.9%
Net Margin9.1%
ROE11.4%
ROA1.5%
ROIC9.3%
Div Yield2.63%
Leverage & Liquidity
Debt/Equity1.58
Debt/Assets0.20
Net Debt/EBITDA-1.5x
Interest Cov1.8x
Current Ratio0.52
Quick Ratio0.49
Growth (YoY)
Revenue+11.9%
Net Income+27.2%
EPS+29.2%
FCF+26.0%
EBITDA+20.5%
Rev CAGR 3Y+11.5%
Quality Scores
Piotroski F6.5
Altman Z4.77
IS Quality68.4
IS Overall58.4
IS Value64.3
Median P/E19.3

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Financial Services 80 113.3% 14.9
Other 279 38.5%
Industrials 76 8.8% 24.9
Healthcare 38 8.1% 30.4
Technology 46 7.8% 29.3
Consumer Defensive 42 5.9% 22.3
Basic Materials 36 5.0% 28.3
Consumer Cyclical 48 4.8% 90.7
Communication Services 24 3.0% 37.1
Energy 11 2.1% 38.1
Real Estate 25 1.6% 81.1
Utilities 17 0.9% 15.3

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 50 of 722 holdings · Page 1 of 15
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 ISHARES MSCI EAFE ETF EFA 97.79% $6.7B 68,996,794 $74.2B Financial Services
2 ASML HOLDING NV ASML.AS 2.49% $169.9M 123,919 45.4 $437.9B Technology
3 EUR/USD Private 1.88% $130.8M 2,274,504,504
4 ASTRAZENECA PLC AZN.L 1.38% $94.1M 494,900 27.7 $215.5B Healthcare
5 NOVARTIS AG NOVN.SW 1.35% $91.9M 606,674 20.0 $220.6B Healthcare
6 ROCHE PS PAR AG ROP.SW 1.31% $89.4M 224,193 $239.5B Healthcare
7 HSBC HOLDINGS PLC HSBA.L 1.29% $88.3M 5,479,204 11.7 $196.5B Financial Services
8 SHELL PLC SHEL.L 1.23% $83.8M 1,817,094 14.7 $193.4B Energy
9 NESTLE LTD NESN.SW 1.19% $81.2M 822,125 21.6 $195.1B Consumer Defensive
10 JPY/USD JPY 1.12% $77.8M 267,225,667,962 $50M Financial Services
11 COMMONWEALTH BANK OF AUSTRALIA CBA.AX 0.98% $67.0M 534,258 28.4 $293.7B Financial Services
12 TOYOTA MOTOR CORP 7203.T 0.95% $64.6M 3,027,032 11.7 $43.3T Consumer Cyclical
13 SAP Private 0.91% $62.0M 333,375
14 MITSUBISHI UFJ FINANCIAL GROUP INC 8306.T 0.90% $61.6M 3,599,073 15.8 $30.4T Financial Services
15 SIEMENS N AG Private 0.89% $60.9M 242,634
16 BHP GROUP LTD BHP.AX 0.84% $57.5M 1,621,305 16.4 $241.1B Basic Materials
17 TOTALENERGIES Private 0.81% $55.1M 634,000
18 BANCO SANTANDER SA Private 0.76% $52.2M 4,683,804
19 SCHNEIDER ELECTRIC Private 0.75% $51.1M 175,038
20 ALLIANZ Private 0.73% $50.1M 121,452
21 IBERDROLA SA Private 0.68% $46.6M 2,054,354
22 ROLLS-ROYCE HOLDINGS PLC Private 0.66% $44.8M 2,678,330
23 HITACHI LTD 6501.T 0.65% $44.6M 1,462,201 26.6 $21.9T Industrials
24 UNILEVER PLC ULVR.L 0.64% $43.7M 696,172 26.7 $100.4B Consumer Defensive
25 DEUTSCHE TELEKOM N AG Private 0.64% $44.0M 1,174,566
26 ABB LTD ABBN.SW 0.63% $42.7M 499,879 31.4 $117.2B Industrials
27 SIEMENS ENERGY N AG Private 0.63% $43.3M 247,072
28 LVMH Private 0.63% $42.8M 79,412
29 BRITISH AMERICAN TOBACCO BATS.L 0.60% $40.6M 695,932 12.1 $93.4B Consumer Defensive
30 SONY GROUP CORP 6758.T 0.59% $40.4M 1,963,111 -92.1 $19.5T Technology
31 SAFRAN SA Private 0.59% $40.0M 113,367
32 SUMITOMO MITSUI FINANCIAL GROUP IN 8316.T 0.56% $38.5M 1,169,776 13.8 $19.7T Financial Services
33 ADVANTEST CORP 6857.T 0.56% $38.5M 244,534 60.4 $17.4T Technology
34 UBS GROUP AG UBSG.SW 0.56% $38.4M 1,013,471 18.3 $89.9B Financial Services
35 BANCO BILBAO VIZCAYA ARGENTARIA SA Private 0.56% $38.4M 1,821,464
36 NOVO NORDISK CLASS B Private 0.56% $38.3M 1,028,144
37 AIRBUS GROUP Private 0.55% $37.2M 189,706
38 BP PLC Private 0.55% $37.2M 5,028,988
39 MITSUBISHI CORP 8058.T 0.54% $36.8M 1,028,826 27.4 $20.0T Industrials
40 CHF/USD Private 0.54% $36.8M 567,154,350
41 AIA GROUP LTD 1299.HK 0.53% $36.2M 3,354,137 18.5 $900.7B Financial Services
42 TOKYO ELECTRON LTD 8035.T 0.53% $36.1M 143,005 35.8 $18.0T Technology
43 LAIR LIQUIDE SOCIETE ANONYME POUR Private 0.53% $36.3M 184,971
44 GLAXOSMITHKLINE GSK.L 0.50% $34.2M 1,300,954 13.7 $78.1B Healthcare
45 MITSUI LTD 8031.T 0.48% $32.9M 788,332 20.8 $17.9T Industrials
46 NATIONAL AUSTRALIA BANK LTD NAB.AX 0.48% $32.7M 979,396 27.5 $139.2B Financial Services
47 ZURICH INSURANCE GROUP AG ZURN.SW 0.48% $32.6M 46,725 11.9 $80.8B Financial Services
48 UNICREDIT Private 0.48% $32.9M 447,589
49 WESTPAC BANKING CORPORATION CORP WBC.AX 0.47% $32.1M 1,091,900 20.1 $139.2B Financial Services
50 MITSUBISHI HEAVY INDUSTRIES LTD 7011.T 0.47% $32.1M 1,022,911 57.3 $16.3T Industrials
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms