Morningstar

iShares ESG Aware 60/40 Balanced Allocation ETF EAOR

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

Morningstar’s Analysis EAOR

Will EAOR 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 EAOR’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EAOR 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 EAOR’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 60/40 Bal 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 EAOR

More EAOR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares ESG U.S. Aggregate Bond ETF

38.56 13M
—

iShares ESG Aware MSCI USA ETF

37.89 12M
—

iShares ESG Aware MSCI EAFE ETF

12.70 4M
—

iShares ESG Aware MSCI EM ETF

6.90 2M
—

iShares ESG Aware MSCI USA Small-Cap ETF

3.85 1M
—

BlackRock Cash Funds Treasury SL Agency

0.10 31,962
Cash and Equivalents

USD CASH

−0.01 −2,578
Cash and Equivalents

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