EAOM

iShares ESG Aware 40/60 Moderate Allocation ETF

$30.01

+0.00%

Market closed. Last update: 12:27 PM ET

📎 Investment Objective

The iShares ESG Aware 40/60 Moderate Allocation ETF (EAOM) seeks to provide a moderate level of current income and capital appreciation, while investing in a portfolio of ETFs that incorporate environmental, social, and governance (ESG) criteria.

Overview

ETF tracking iShares ESG Aware 40/60 Moderate Allocation ETF

Category ESG

Issuer BlackRock

Inception Date 2020-06-18

Market Cap $6.8M

Average Volume N/A

Dividend Yield 2.76%

52-Week Range $26.05 - $30.39

VWAP $30.03

Performance

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Investment Summary

📎 Investment Objective

🎯 Investment Strategy

EAOM invests in a diversified portfolio of other iShares ETFs, with a target asset allocation of 40% equity and 60% fixed income. The underlying ETFs are selected based on their incorporation of ESG factors, aiming to provide exposure to companies and issuers that have positive ESG characteristics.

✨ Key Features

Moderate risk profile with a balanced allocation between stocks and bonds
Focuses on ESG-screened investments across multiple asset classes
Provides diversified exposure through a portfolio of iShares ETFs
Expense ratio of 0.00%, making it a low-cost investment option

⚠️ Primary Risks

Market risk: The value of the ETF's holdings may fluctuate due to general market conditions
ESG risk: The ETF's focus on ESG factors may result in it underperforming funds that do not use such criteria
Interest rate risk: Changes in interest rates may affect the value of the fixed-income portion of the portfolio
Diversification risk: As a fund of funds, EAOM's performance is dependent on the performance of its underlying ETFs

👤 Best For

EAOM may be suitable for investors seeking a moderate-risk, diversified investment that incorporates ESG considerations. It may be particularly appealing to investors who want to align their investments with their values while maintaining a balanced portfolio.