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Morningstar

iShares ESG U.S. Aggregate Bond ETF EAGG

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis EAGG

Will EAGG outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EAGG’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EAGG management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of EAGG’s parent organization’s priorities and whether they’re in line with investors’ interests.

US investment-grade bond coverage with an ESG twist.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

IShares ESG US Aggregate Bond ETF EAGG effectively captures the taxable, US investment-grade bond market while favoring issuers possessing strong environmental, social, and governance traits.

by Zachary Evens
Rated on Published on

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Portfolio Holdings EAGG

More EAGG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Instl SL Agency

5.63 199.3 Mil
Cash and Equivalents

United States Treasury Notes 4.5%

0.81 28.6 Mil
Government

United States Treasury Notes 4.375%

0.78 27.7 Mil
Government

United States Treasury Notes 3.75%

0.71 25.0 Mil
Government

United States Treasury Notes 4.125%

0.69 24.2 Mil
Government

United States Treasury Notes 3.625%

0.66 23.5 Mil
Government

Federal Home Loan Mortgage Corporation 2%

0.63 22.2 Mil
Securitized

United States Treasury Notes 4.625%

0.52 18.3 Mil
Government

United States Treasury Notes 3.5%

0.50 17.6 Mil
Government

Fnma Pass-Thru I 2%

0.48 17.1 Mil
Securitized