EAOAiShares ESG Aware 80/20 Aggressive Allocation ETF
Tracks the investment results of an index composed of underlying equity and fixed income funds with positive ESG characteristics.
By iShares · Launched 2020
Annual Cost
0.18%
#763 of 5,861 · low cost
Fund Size
$37M
#3,932 of 5,861 · small
Return (1Y)Goal
+18.3%
Track Record
6 years
#2,082 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,985+19.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
Mixed assetRegion
North americaStrategy
Index tracking
Focus
ESG
Index tracked
BlackRock ESG Aware Aggressive Allocation Index
What it actually holds
By weightConcentration
Top 7 holdings = 106.3% of fund✓ diversified through underlying funds
iShares Trust
50.0%
iShares Trust
18.6%
iShares Trust
16.9%
iShares, Inc.
9.2%
BlackRock Funds III
6.2%
iShares Trust
5.2%
BlackRock Funds III
0.1%
Asset allocation
Stocks
80.7%
Bonds
18.7%
Cash
0.5%
Other
0.0%
By sector
Technology
32.7%
Financial Services
16.2%
Industrials
10.7%
Healthcare
9.2%
Consumer Cyclical
8.4%
Communication
7.5%
Consumer Defensive
4.6%
Energy
3.2%
Other
7.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
11.7%Moderate
Year-on-year price swings
Max drawdown
-25.1%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.93Decent risk-adjusted returns
Sortino (3Y)
1.36Good downside protection
Bond profile
Credit ratings
US Government
9.2%
AAA
100.0%
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Tracks the investment results of an index composed of underlying equity and fixed income funds with positive ESG characteristics.
- Strategy
- Invests primarily in underlying funds that seek results corresponding to their own underlying indexes, focusing on large-, mid-, and small-cap U.S. and non-U.S. equity and U.S. dollar-denominated investment-grade bonds. Aims for an aggressive risk profile with 80% allocation to equities and 20% to fixed income, rebalancing semi-annually.
- Inception date
- June 12, 2020
- Fund family
- iShares
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Data updated on 2026-08-04