EAOMiShares ESG Aware 40/60 Moderate Allocation ETF
Tracks the investment results of the BlackRock ESG Aware Moderate Allocation Index.
By iShares · Launched 2020
Annual Cost
0.18%
#763 of 5,861 · low cost
Fund Size
$9M
#4,956 of 5,861 · small
Return (1Y)Goal
+10.4%
Track Record
6 years
#2,082 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,066+10.7%
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 Moderate Allocation Index
What it actually holds
By weightConcentration
Top 7 holdings = 104.7% of fund✓ diversified through underlying funds
iShares Trust
57.8%
iShares Trust
25.9%
iShares Trust
8.8%
iShares, Inc.
4.7%
BlackRock Funds III
4.7%
iShares Trust
2.7%
BlackRock Funds III
0.1%
Asset allocation
Bonds
57.8%
Stocks
41.4%
Cash
0.8%
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)
7.0%Low
Year-on-year price swings
Max drawdown
-20.7%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.74Decent risk-adjusted returns
Sortino (3Y)
1.12Good downside protection
Bond profile
Credit ratings
US Government
28.4%
AAA
100.0%
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Tracks the investment results of the BlackRock ESG Aware Moderate Allocation Index.
- Strategy
- Invests primarily in a portfolio of underlying equity and fixed income funds with positive ESG characteristics. Allocates 60% to fixed income and 40% to equities, using a representative sampling indexing strategy to align with the Underlying Index.
- Inception date
- June 12, 2020
- Fund family
- iShares
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Data updated on 2026-08-04