iShares ESG Aware 60/40 Balanced Allocation ETFiShares ESG Aware 60/40 Balanced Allocation ETFiShares ESG Aware 60/40 Balanced Allocation ETF

iShares ESG Aware 60/40 Balanced Allocation ETF

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Key stats


Assets under management (AUM)
‪24.12 M‬USD
Fund flows (1Y)
‪1.59 M‬USD
Dividend yield (indicated)
2.37%
Discount/Premium to NAV
0.005%
Shares outstanding
‪700.00 K‬
Expense ratio
0.19%

About iShares ESG Aware 60/40 Balanced Allocation ETF


Brand
iShares
Home page
Inception date
Jun 12, 2020
Structure
Open-Ended Fund
Index tracked
BlackRock ESG Aware Balanced Allocation
Replication method
Physical
Management style
Passive
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
BlackRock Fund Advisors
Distributor
BlackRock Investments LLC
ISIN
US46436E6766
EAOR is part of the ESG-oriented ETF suite with target-risk strategies offered by iShares. The fund invests in other ETFs, primarily of iShares, aiming for exposure that is consistent with the funds risk tolerance as determined by the BlackRock ESG Aware Balanced Allocation Index. The underlying ETFs are principles-based-selected, meaning equity and fixed income securities are evaluated based on their favorable ESG practices. The index uses a fixed allocation strategy of 40% to USD-denominated investment-grade fixed income ETFs and 60% to all-cap global equity ETFs, which aims to represent a risk profile that is moderately aggressive. The index rebalances semi-annually to maintain the exact same allocation. Prior to February 19, 2025, the fund and index names were iShares ESG Aware Growth Allocation ETF and BlackRock ESG Aware Growth Allocation Index.

Broaden your horizons with more funds linked to EAOR via country, focus, and more.

Classification


Asset Class
Asset allocation
Category
Asset allocation
Focus
Target outcome
Niche
Income & capital appreciation
Strategy
ESG
Geography
Global
Weighting scheme
Fixed
Selection criteria
Principles-based
What's in the fund
Exposure type
Bonds, Cash & Other
ETF
Bonds, Cash & Other100.00%
ETF99.91%
Cash0.09%
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.

Frequently Asked Questions


An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
EAOR trades at 34.79 USD today, its price has risen 0.21% in the past 24 hours. Track more dynamics on EAOR price chart.
EAOR net asset value is 34.53 today — it's risen 2.37% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
EAOR assets under management is ‪24.12 M‬ USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
EAOR price has risen by 2.41% over the last month, and its yearly performance shows a 10.25% increase. See more dynamics on EAOR price chart.
NAV returns, another gauge of an ETF dynamics, have risen by 2.37% over the last month, showed a 6.25% increase in three-month performance and has increased by 13.12% in a year.
EAOR fund flows account for ‪1.59 M‬ USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
EAOR invests in funds. See more details in our Analysis section.
EAOR expense ratio is 0.19%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, EAOR isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, EAOR technical analysis shows the strong buy rating and its 1-week rating is strong buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating EAOR shows the buy signal. See more of EAOR technicals for a more comprehensive analysis.
Yes, EAOR pays dividends to its holders with the dividend yield of 2.37%.
EAOR trades at a premium (0.00%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
EAOR shares are issued by BlackRock, Inc.
EAOR follows the BlackRock ESG Aware Balanced Allocation. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Jun 12, 2020.
The fund's management style is passive, meaning it's aiming to replicate the performance of the underlying index by holding assets in the same proportions as the index. The goal is to match the index's returns.