iShares ESG Aware 60/40 Balanced Allocation ETF
EAOR
BATS
Weiss Ratings | EAOR - BATS | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Weak | |||
Risk Grade | D+ | |||
Valuation | EAOR - BATS | Click to Compare |
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Price | $34.20 | |||
Company Info | EAOR - 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 | EAOR - BATS | Click to Compare |
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Fund Name | iShares ESG Aware 60/40 Balanced Allocation ETF | |||
Category | Global Moderate Allocation | |||
Sub-Category | Moderate 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 | EAOR - BATS | Click to Compare |
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Dividend Yield | 2.45% | |||
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Dividend Yield (Forward) | 1.94% | |||
Asset Allocation | EAOR - BATS | Click to Compare |
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Cash | 0.46% | |||
Stock | 63.04% | |||
U.S. Stock | 43.66% | |||
Non-U.S. Stock | 19.38% | |||
Bond | 36.44% | |||
U.S. Bond | 33.19% | |||
Non-U.S. Bond | 3.25% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 0.06% | |||
Price History | EAOR - BATS | Click to Compare |
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7-Day Total Return | 0.63% | |||
30-Day Total Return | 1.63% | |||
60-Day Total Return | 5.30% | |||
90-Day Total Return | 7.87% | |||
Year to Date Total Return | 10.50% | |||
1-Year Total Return | 10.40% | |||
2-Year Total Return | 30.28% | |||
3-Year Total Return | 35.16% | |||
5-Year Total Return | 40.42% | |||
Price | EAOR - BATS | Click to Compare |
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Closing Price | $34.20 | |||
1-Month Low Price | $33.21 | |||
1-Month High Price | $34.20 | |||
52-Week Low Price | $28.94 | |||
52-Week Low Price (Date) | Apr 08, 2025 | |||
52-Week High Price | $34.20 | |||
52-Week High Price (Date) | Aug 22, 2025 | |||
NAV | EAOR - BATS | Click to Compare |
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1-Month Low NAV | $33.21 | |||
1-Month High NAV | $34.20 | |||
52-Week Low NAV | $28.96 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $34.20 | |||
52-Week High Price (Date) | Aug 22, 2025 | |||
Beta / Standard Deviation | EAOR - BATS | Click to Compare |
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Beta | 0.78 | |||
Standard Deviation | 11.42 | |||
Balance Sheet | EAOR - BATS | Click to Compare |
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Total Assets | 22.53M | |||
Operating Ratios | EAOR - BATS | Click to Compare |
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Expense Ratio | 0.19% | |||
Turnover Ratio | 6.00% | |||
Performance | EAOR - BATS | Click to Compare |
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Last Bull Market Total Return | 12.16% | |||
Last Bear Market Total Return | -11.21% | |||