EAORiShares ESG Aware 60/40 Balanced 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 5,854 · low cost
Fund Size
$33M
#4,059 of 5,854 · small
Return (1Y)Goal
+14.3%
Track Record
6 years
#2,082 of 5,854 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,524+15.2%
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 Balanced Allocation Index
What it actually holds
By weightConcentration
Top 7 holdings = 107.0% of fund✓ diversified through underlying funds
iShares Trust
38.2%
iShares Trust
37.8%
iShares Trust
12.9%
iShares, Inc.
7.0%
BlackRock Funds III
7.0%
iShares Trust
4.0%
BlackRock Funds III
0.1%
Asset allocation
Stocks
61.3%
Bonds
38.0%
Cash
0.7%
Other
0.0%
By sector
Technology
33.1%
Financial Services
16.1%
Industrials
10.7%
Healthcare
9.1%
Consumer Cyclical
8.4%
Communication
7.5%
Consumer Defensive
4.5%
Energy
3.2%
Other
7.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
9.3%Low
Year-on-year price swings
Max drawdown
-22.9%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.87Decent risk-adjusted returns
Sortino (3Y)
1.27Good downside protection
Bond profile
Credit ratings
US Government
18.7%
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. or non-U.S. equity and investment-grade bonds. Aims for a growth risk profile with a 60% equity and 40% fixed income allocation, rebalancing semi-annually.
- Inception date
- June 12, 2020
- Fund family
- iShares
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Data updated on 2026-08-03