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

iShares ESG Aware 40/60 Moderate Allocation ETF

No trades
See on Supercharts

Key stats


Assets under management (AUM)
‪6.06 M‬USD
Fund flows (1Y)
‪11.07 K‬USD
Dividend yield (indicated)
3.09%
Discount/Premium to NAV
0.002%
Shares outstanding
‪225.00 K‬
Expense ratio
0.18%

About iShares ESG Aware 40/60 Moderate Allocation ETF


Brand
iShares
Home page
Inception date
Jun 12, 2020
Structure
Open-Ended Fund
Index tracked
BlackRock ESG Aware Moderate Allocation
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
EAOM 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 Moderate 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 60% to USD-denominated investment-grade fixed income ETFs and 40% to all-cap global equity ETFs which aims to represent a risk profile that is moderately conservative. Index rebalances semi-annually to maintain the exact same allocation. Prior to February 19, 2025, the fund name was iShares ESG Aware Moderate Allocation ETF.

Classification


Asset Class
Asset allocation
Category
Asset allocation
Focus
Target risk
Niche
Moderate
Strategy
ESG
Geography
Global
Weighting scheme
Fixed
Selection criteria
Principles-based
What's in the fund
Exposure type
Bonds, Cash & Other
ETF
Mutual fund
Bonds, Cash & Other100.00%
ETF99.89%
Mutual fund30.43%
Cash−30.32%
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.

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