EAOMiShares ESG Aware Moderate Allocation ETF
EAOM Fund Description
EAOM is an index-tracking fund-of-funds that provides moderately conservative risk exposure to global stocks and bonds with positive ESG characteristics.
EAOM Factset Analytics Insight
EAOM is part of the ESG-oriented ETF suite with target-risk strategies offered by iShares. The fund invests in other ETFs, primarily of iShares, aiming for exposure that is consistent with the fund’s risk tolerance as determined by the BlackRock ESG Aware Moderate Allocation Index. The underlying ETFs are principles-based-selected, meaning equity and fixed income securities are evaluated based on their favorable ESG practices. The index uses a fixed allocation strategy of 60% to USD-denominated investment-grade fixed income ETFs and 40% to all-cap global equity ETFs which aims to represent a risk profile that is moderately conservative.index rebalances semi-annually to maintain the exact same allocation.
EAOM MSCI ESG Analytics Insight
iShares ESG Aware Moderate Allocation ETF has an MSCI ESG Fund Rating of A based on a score of 7.03 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. iShares ESG Aware Moderate Allocation ETF ranks in the 75th percentile within its peer group and in the 99th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
EAOM Portfolio Data
EAOM Index Data
EAOM Fund Structure
EAOM Tax Exposures
EAOM Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EAOM. EAOM is rated a N/A out of 5.