iShares ESG Aware 40/60 Moderate Allocation ETF
EAOM
BATS
Weiss Ratings | EAOM - BATS | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C- | |||
Risk Index | Weak | |||
Risk Grade | D | |||
Valuation | EAOM - BATS | Click to Compare |
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Price | $28.75 | |||
Company Info | EAOM - BATS | Click to Compare |
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Provider | iShares | |||
Manager/Tenure (Years) | Jennifer Hsui (5), Paul Whitehead (3), Peter Sietsema (0), 2 others | |||
Website | http://www.ishares.com | |||
Phone Number | 800-474-2737 | |||
Fund Information | EAOM - BATS | Click to Compare |
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Fund Name | iShares ESG Aware 40/60 Moderate Allocation ETF | |||
Category | Global Moderately Conservative Allocation | |||
Sub-Category | Cautious Allocation | |||
Prospectus Objective | Growth and Income | |||
Inception Date | Jun 12, 2020 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | -- | |||
Minimum Subsequent Investment | -- | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | EAOM - BATS | Click to Compare |
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Dividend Yield | 2.87% | |||
Dividend | EAOM - BATS | Click to Compare |
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Dividend Yield (Forward) | 2.01% | |||
Asset Allocation | EAOM - BATS | Click to Compare |
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Cash | 0.50% | |||
Stock | 42.66% | |||
U.S. Stock | 29.26% | |||
Non-U.S. Stock | 13.40% | |||
Bond | 56.80% | |||
U.S. Bond | 51.80% | |||
Non-U.S. Bond | 5.00% | |||
Preferred | 0.01% | |||
Convertible | 0.00% | |||
Other Net | 0.05% | |||
Price History | EAOM - BATS | Click to Compare |
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7-Day Total Return | -0.66% | |||
30-Day Total Return | 0.14% | |||
60-Day Total Return | 2.94% | |||
90-Day Total Return | 4.66% | |||
Year to Date Total Return | 6.39% | |||
1-Year Total Return | 8.27% | |||
2-Year Total Return | 19.64% | |||
3-Year Total Return | 21.92% | |||
5-Year Total Return | 22.95% | |||
Price | EAOM - BATS | Click to Compare |
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Closing Price | $28.77 | |||
1-Month Low Price | $28.58 | |||
1-Month High Price | $28.91 | |||
52-Week Low Price | $26.05 | |||
52-Week Low Price (Date) | Apr 08, 2025 | |||
52-Week High Price | $28.91 | |||
52-Week High Price (Date) | Jul 30, 2025 | |||
NAV | EAOM - BATS | Click to Compare |
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1-Month Low NAV | $28.51 | |||
1-Month High NAV | $28.93 | |||
52-Week Low NAV | $26.08 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $28.93 | |||
52-Week High Price (Date) | Jul 25, 2025 | |||
Beta / Standard Deviation | EAOM - BATS | Click to Compare |
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Beta | 1.30 | |||
Standard Deviation | 10.01 | |||
Balance Sheet | EAOM - BATS | Click to Compare |
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Total Assets | 7.23M | |||
Operating Ratios | EAOM - BATS | Click to Compare |
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Expense Ratio | 0.18% | |||
Turnover Ratio | 6.00% | |||
Performance | EAOM - BATS | Click to Compare |
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Last Bull Market Total Return | 10.20% | |||
Last Bear Market Total Return | -9.08% | |||