Key stats
About iShares ESG Aware 80/20 Aggressive Allocation ETF
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Inception date
Jun 12, 2020
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Ordinary income
Primary advisor
BlackRock Fund Advisors
Distributor
BlackRock Investments LLC
EAOA is part of iShares suite of target-risk strategies that screens for positive ESG traits. The fund invests exclusively in iShares ETFs aiming for exposure that is consistent with aggressive risk tolerance. The index allocates its assets to four equity ETFs (ESGU, ESML, ESGD, ESGE) and one fixed income ETF (EAGG). The equity basket has a fixed 80% allocation and provides an all-cap exposure to developed and emerging markets securities, while the fixed income basket has a fixed 20% allocation to broad USD-denominated investment grade bonds. The index rebalances semi-annually to realign the allocations. Prior to February 19, 2025, the fund name was iShares ESG Aware Aggressive Allocation ETF.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
ETF
Bonds, Cash & Other100.00%
ETF99.86%
Cash0.14%
Top 10 holdings
Dividends
Dividend payout history