Morningstar

iShares ESG Aware 40/60 Moderate Allocation ETF EAOM

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

Morningstar’s Analysis EAOM

Will EAOM outperform in the 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 EAOM’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EAOM 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 EAOM’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares ESG Aware 40/60 Mod Allc ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings EAOM

More EAOM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares ESG U.S. Aggregate Bond ETF

58.26 5M
—

iShares ESG Aware MSCI USA ETF

25.33 2M
—

iShares ESG Aware MSCI EAFE ETF

8.51 735,435
—

iShares ESG Aware MSCI EM ETF

4.99 430,983
—

iShares ESG Aware MSCI USA Small-Cap ETF

2.58 222,762
—

USD CASH

0.24 20,498
Cash and Equivalents

BlackRock Cash Funds Treasury SL Agency

0.10 8,794
Cash and Equivalents

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