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 | $29.95 | |||
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 | 2.82% | |||
Dividend | EAOM - BATS | Click to Compare |
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Dividend Yield (Forward) | 1.93% | |||
Asset Allocation | EAOM - BATS | Click to Compare |
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Cash | 0.55% | |||
Stock | 43.51% | |||
U.S. Stock | 29.99% | |||
Non-U.S. Stock | 13.52% | |||
Bond | 55.90% | |||
U.S. Bond | 50.89% | |||
Non-U.S. Bond | 5.01% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 0.04% | |||
Price History | EAOM - BATS | Click to Compare |
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7-Day Total Return | 0.11% | |||
30-Day Total Return | 2.26% | |||
60-Day Total Return | 4.14% | |||
90-Day Total Return | 4.51% | |||
Year to Date Total Return | 10.92% | |||
1-Year Total Return | 8.37% | |||
2-Year Total Return | 29.28% | |||
3-Year Total Return | 39.37% | |||
5-Year Total Return | 27.36% | |||
Price | EAOM - BATS | Click to Compare |
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Closing Price | $29.88 | |||
1-Month Low Price | $29.17 | |||
1-Month High Price | $29.90 | |||
52-Week Low Price | $26.05 | |||
52-Week Low Price (Date) | Apr 08, 2025 | |||
52-Week High Price | $29.90 | |||
52-Week High Price (Date) | Sep 17, 2025 | |||
NAV | EAOM - BATS | Click to Compare |
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1-Month Low NAV | $29.17 | |||
1-Month High NAV | $29.93 | |||
52-Week Low NAV | $26.08 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $29.93 | |||
52-Week High Price (Date) | Sep 22, 2025 | |||
Beta / Standard Deviation | EAOM - BATS | Click to Compare |
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Beta | 1.28 | |||
Standard Deviation | 9.48 | |||
Balance Sheet | EAOM - BATS | Click to Compare |
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Total Assets | 6.59M | |||
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% | |||