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iShares ESG Aware 30/70 Conservative Allocation ETF

$27.50

+0.00%

Market closed. Last update: 10:55 PM ET

📎 Investment Objective

The iShares ESG Aware 30/70 Conservative Allocation ETF seeks to provide current income and moderate long-term capital appreciation by investing in a portfolio of underlying iShares ETFs that provide exposure to a diversified mix of asset classes, with a focus on fixed income securities.

Overview

ETF tracking iShares ESG Aware 30/70 Conservative Allocation ETF

Category ESG

Issuer BlackRock

Inception Date 2020-06-18

Market Cap $8.3M

Average Volume N/A

Dividend Yield 2.42%

52-Week Range $24.64 - $27.87

VWAP $27.49

Performance

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Investment Summary

📎 Investment Objective

🎯 Investment Strategy

The fund invests approximately 30% of its assets in underlying equity ETFs and 70% in underlying fixed income ETFs. The equity portion provides exposure to U.S. and international stocks, while the fixed income portion invests in high-quality bonds and other debt securities. The fund's asset allocation is designed to provide a conservative risk profile for investors.

✨ Key Features

Diversified portfolio of equity and fixed income ETFs
Emphasis on income generation and moderate capital appreciation
Utilizes iShares' ESG (Environmental, Social, and Governance) screening process to select underlying investments
Relatively low expense ratio compared to similar multi-asset ESG funds

⚠️ Primary Risks

Market risk: The value of the fund's investments may decline due to general market conditions or other factors.
Interest rate risk: Bond prices may fall as interest rates rise, reducing the value of the fund's fixed income holdings.
Credit risk: The fund is exposed to the risk of default or deterioration in credit quality of the underlying bond investments.
ESG investment risk: The fund's ESG screening process may exclude certain investments, which could underperform the broader market.

👤 Best For

The iShares ESG Aware 30/70 Conservative Allocation ETF is best suited for investors seeking a diversified, ESG-focused investment with a focus on income generation and moderate capital appreciation. It may be appropriate for investors with a conservative risk tolerance who are looking to incorporate ESG principles into their portfolio.