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HSCZiShares Currency Hedged MSCI EAFE Small-Cap ETF

Grow my money11y track recordRanked #987 of 3,055 in this goal

Tracks the investment results of the MSCI EAFE Small Cap 100% Hedged to USD Index.

By iShares · Launched 2015

Annual Cost

0.43%

#2,181 of 6,040 · average

Fund Size

$259M

#2,229 of 6,040 · mid-size

Return (1Y)

+20.1%

Track Record

11 years

#1,300 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,698+17.0%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Small

Strategy

Index tracking

Factor

Size

Index tracked

MSCI EAFE Small Cap 100% Hedged to USD Index

Holdings

By weight

Concentration

Top 10 holdings = 126.8% of fundconcentrated

Ishares Msci Eafe Small Cap Index Fund
102.2%
BlackRock Funds III: BlackRock Cash Funds: Institutional; SL Agency Shares
24.3%
BlackRock Funds III: BlackRock Cash Funds: Treasury; SL Agency Shares
0.0%
AUSTRALIAN DOLLAR
0.0%
GREAT BRITISH POUND
0.0%
EURO
0.0%
JAPANESE YEN
0.0%
ISRAELI SHEKEL
0.0%
SWEDISH KRONE
0.0%
JAPANESE YEN
0.0%

Asset allocation

Stocks
98.7%
Cash
1.1%
Other
0.2%

By sector

Industrials
23.5%
Financial Services
13.4%
Consumer Cyclical
12.6%
Basic Materials
10.3%
Technology
10.2%
Real Estate
9.5%
Healthcare
6.2%
Consumer Defensive
4.9%
Other
9.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
12.2%Moderate

Year-on-year price swings

Max drawdown
-34.9%Severe

Worst peak-to-trough loss

Sharpe (3Y)
1.12Strong risk-adjusted returns
Sortino (3Y)
1.64Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the investment results of the MSCI EAFE Small Cap 100% Hedged to USD Index.
Strategy
Invests primarily in small capitalization developed market equities, excluding the U.S. and Canada, while hedging currency exposure to the U.S. dollar. Seeks to track the MSCI EAFE Small Cap 100% Hedged to USD Index, which includes international small-cap stocks and mitigates currency risk.
Inception date
June 29, 2015
Fund family
iShares

Next steps

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Data updated on 2026-09-18