iShares ESG Aware 40/60 Moderate Allocation ETF
EAOM
BATS
Weiss Ratings | EAOM - BATS | Click to Compare |
Click to Compare |
Click to Compare |
Rating | ||||
Reward Index | Fair | |||
Reward Grade | C- | |||
Risk Index | Weak | |||
Risk Grade | D | |||
Valuation | EAOM - BATS | Click to Compare |
Click to Compare |
Click to Compare |
Price | $27.64 | |||
Company Info | EAOM - BATS | Click to Compare |
Click to Compare |
Click to Compare |
Provider | iShares | |||
Manager/Tenure (Years) | Jennifer Hsui (4), Greg Savage (4), Paul Whitehead (3) | |||
Website | http://www.ishares.com | |||
Phone Number | 800-474-2737 | |||
Fund Information | EAOM - BATS | Click to Compare |
Click to Compare |
Click to Compare |
Fund Name | iShares ESG Aware 40/60 Moderate Allocation ETF | |||
Category | 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 |
Click to Compare |
Click to Compare |
Dividend Yield | 2.82% | |||
Dividend | EAOM - BATS | Click to Compare |
Click to Compare |
Click to Compare |
Dividend Yield (Forward) | 2.00% | |||
Asset Allocation | EAOM - BATS | Click to Compare |
Click to Compare |
Click to Compare |
Cash | 0.60% | |||
Stock | 40.11% | |||
U.S. Stock | 27.81% | |||
Non-U.S. Stock | 12.30% | |||
Bond | 59.25% | |||
U.S. Bond | 53.99% | |||
Non-U.S. Bond | 5.26% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 0.04% | |||
Price History | EAOM - BATS | Click to Compare |
Click to Compare |
Click to Compare |
7-Day Total Return | -1.88% | |||
30-Day Total Return | -1.13% | |||
60-Day Total Return | 0.19% | |||
90-Day Total Return | -2.19% | |||
Year to Date Total Return | 0.47% | |||
1-Year Total Return | 6.51% | |||
2-Year Total Return | 17.05% | |||
3-Year Total Return | 8.54% | |||
5-Year Total Return | -- | |||
Price | EAOM - BATS | Click to Compare |
Click to Compare |
Click to Compare |
Closing Price | $27.99 | |||
1-Month Low Price | $27.76 | |||
1-Month High Price | $28.07 | |||
52-Week Low Price | $25.89 | |||
52-Week Low Price (Date) | Apr 19, 2024 | |||
52-Week High Price | $28.50 | |||
52-Week High Price (Date) | Sep 30, 2024 | |||
NAV | EAOM - BATS | Click to Compare |
Click to Compare |
Click to Compare |
1-Month Low NAV | $27.81 | |||
1-Month High NAV | $28.12 | |||
52-Week Low NAV | $25.88 | |||
52-Week Low NAV (Date) | Apr 19, 2024 | |||
52-Week High NAV | $28.51 | |||
52-Week High Price (Date) | Sep 27, 2024 | |||
Beta / Standard Deviation | EAOM - BATS | Click to Compare |
Click to Compare |
Click to Compare |
Beta | -- | |||
Standard Deviation | 10.83 | |||
Balance Sheet | EAOM - BATS | Click to Compare |
Click to Compare |
Click to Compare |
Total Assets | 6.32M | |||
Operating Ratios | EAOM - BATS | Click to Compare |
Click to Compare |
Click to Compare |
Expense Ratio | 0.18% | |||
Turnover Ratio | 5.00% | |||
Performance | EAOM - BATS | Click to Compare |
Click to Compare |
Click to Compare |
Last Bull Market Total Return | 10.20% | |||
Last Bear Market Total Return | -9.08% | |||