EAOA

iShares ESG Aware 80/20 Aggressive Allocation ETF

$41.08
+0.00%
Market closed. Last update: 10:54 PM ET

📎 Investment Objective

The iShares ESG Aware 80/20 Aggressive Allocation ETF (EAOA) seeks to provide long-term capital growth by investing in a diversified portfolio of stocks and bonds, with a focus on environmental, social, and governance (ESG) factors.

Overview

ETF tracking iShares ESG Aware 80/20 Aggressive Allocation ETF

Category Growth
Issuer BlackRock
Inception Date 2020-06-18
Market Cap $33.9M
Average Volume N/A
Dividend Yield 1.90%
52-Week Range $32.02 - $41.76
VWAP $41.11

Performance

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Investment Summary

📎 Investment Objective

The iShares ESG Aware 80/20 Aggressive Allocation ETF (EAOA) seeks to provide long-term capital growth by investing in a diversified portfolio of stocks and bonds, with a focus on environmental, social, and governance (ESG) factors.

🎯 Investment Strategy

EAOA invests approximately 80% of its assets in stocks and 20% in bonds, aiming to provide an aggressive growth-oriented portfolio. The fund selects securities based on ESG criteria to tilt the portfolio towards companies with favorable environmental, social, and governance practices.

✨ Key Features

  • Diversified portfolio of stocks and bonds with an 80/20 aggressive allocation
  • Emphasis on ESG factors in the security selection process
  • Seeks long-term capital growth through a growth-oriented investment approach
  • Relatively low expense ratio of 0.00%

⚠️ Primary Risks

  • Equity market risk: The fund's stock holdings are subject to fluctuations in the stock market, which can be volatile
  • Interest rate risk: The fund's bond holdings may be affected by changes in interest rates, which can impact their prices
  • ESG investment risk: The fund's focus on ESG factors may result in a portfolio that performs differently than a non-ESG portfolio
  • Diversification risk: As a fund-of-funds, EAOA's performance is dependent on the underlying funds it invests in

👤 Best For

EAOA may be suitable for long-term, growth-oriented investors who are comfortable with a higher level of risk and volatility in pursuit of potentially higher returns. Investors should have a long-term investment horizon and be willing to accept the risks associated with an aggressive allocation to stocks.