EAOR

iShares ESG Aware 60/40 Balanced Allocation ETFIShares
$35.17-0.36 (-1.01%)Close
AUM$30.3M
Expense Ratio0.32%
NAV$35.62
Holdings5
InceptionJun 12, 2020

Price Chart

Key Statistics

Previous Close

$35.53

Day Range

$35.17$35.24

52-Week Range

$28.94$36.56

Avg Volume

2.1K

Dividend Yield

2.44%

Expense Ratio

0.32%

AUM

$30.3M

Shares Outstanding

848.3K

Sector Breakdown

SectorWeight %
Technology27.77%
Financial Services16.88%
Industrials11.44%
Healthcare9.72%
Consumer Cyclical9.70%
Communication Services7.93%
Consumer Defensive4.92%
Energy3.58%
Basic Materials3.13%
Utilities2.52%
Real Estate2.41%
Cash & Others0.00%

Country Allocation

CountryWeight %
United States47.18%
Other46.42%
Japan1.44%
United Kingdom0.96%
China0.74%
Switzerland0.68%
Australia0.43%
Netherlands0.39%
India0.39%
Ireland0.33%
Hong Kong0.17%
Brazil0.14%
South Africa0.12%
Norway0.08%
Israel0.07%
Belgium0.06%
Canada0.06%
Bermuda0.04%
Luxembourg0.04%
Uruguay0.03%
Germany0.03%
Isle of Man0.02%
Indonesia0.02%
New Zealand0.02%
Greece0.02%
Poland0.02%
Qatar0.02%
Singapore0.02%
Chile0.02%
Czechia0.01%
United Arab Emirates0.01%
Cayman Islands0.01%
Hungary0.01%
Peru0.01%
France0.00%
Guernsey0.00%
Costa Rica0.00%
Jersey0.00%
Kazakhstan0.00%

Fund Information

Issuer
IShares
Category
Technology
Subcategory
Multi-Asset
Inception Date
Jun 12, 2020
Exchange
BATS
Description
The iShares ESG Aware 60/40 Balanced Allocation ETF seeks to track the investment results of an index composed of a portfolio of underlying equity and fixed income funds with positive environmental, social and governance characteristics intended to represent a growth risk profile.

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IVViShares Core S&P 500 ETF$733.16B0.03%503
SPYState Street SPDR S&P 500 ETF Trust$677.71B0.09%503
QQQInvesco QQQ Trust, Series 1$392.45B0.18%102

The iShares ESG Aware 60/40 Balanced Allocation ETF (EAOR) is an exchange-traded fund issued by IShares that launched on Jun 12, 2020. It currently manages $30.3M in assets under management. The fund charges an expense ratio of 0.32%. The fund holds 5 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 54.3% of the fund

RankSymbolNameWeight %SharesMarket Value
1iShares ESG Aware US Agg Bond ETF19.45%249,105$11.9M
2ESGUiShares ESG Aware MSCI USA ETF18.25%76,145$11.2M
3ESGDiShares ESG Aware MSCI EAFE ETF6.39%39,987$3.9M
4ESGEiShares ESG Aware MSCI EM ETF3.27%42,769$2.0M
5iShares ESG Aware MSCI USA Small-C1.89%24,266$1.2M
6NVDANVIDIA CORP1.39%4,627$855K
7AAPLAPPLE INC1.17%2,752$718K
8MSFTMICROSOFT CORP0.87%1,320$536K
9BLACKROCK CASH CL INST SL AGENCY0.87%534,056$534K
10GOOGALPHABET INC CLASS C0.79%1,575$483K
11USD CASH0.71%7,809$435K
12AMZNAMAZON COM INC0.62%1,772$380K
13AVGOBROADCOM INC0.48%864$296K
14TAIWAN SEMICONDUCTOR MANUFACTURING0.44%4,669$271K
15METAMETA PLATFORMS INC CLASS A0.41%386$252K

Detailed Returns

PeriodReturnETFCat. Avgvs Avg
1D
-1.01%
1W
-1.37%
1M
-2.15%
3M
+0.20%
6M
+1.92%
YTD
+0.24%
1Y
+13.67%
3Y
+34.75%
5Y
+18.97%

Moving Averages

20-Day MA

$36.09

Below 20-Day MA
50-Day MA

$35.94

Below 50-Day MA
200-Day MA

$34.56

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$36.56

Current Price

$35.17

52-Week Low

$28.94

$28.94$36.56

Current Yield

2.44%

Annual Dividend

$0.8644

Frequency

4x/year

Last Ex-Date

Dec 23, 2025

Dividend History

Ex-DateAmountPay Date
Dec 23, 2025$0.3038Dec 29, 2025
Oct 2, 2025$0.1591Oct 7, 2025
Jul 2, 2025$0.2579Jul 8, 2025
Apr 2, 2025$0.1437Apr 7, 2025
Dec 20, 2024$0.2526Dec 26, 2024
Oct 2, 2024$0.1627Oct 7, 2024
Jul 2, 2024$0.2344Jul 8, 2024
Apr 2, 2024$0.1411Apr 8, 2024
Dec 22, 2023$0.2238Dec 29, 2023
Oct 3, 2023$0.1360Oct 10, 2023
Jul 5, 2023$0.2067Jul 11, 2023
Apr 4, 2023$0.1280Apr 10, 2023
Dec 23, 2022$0.1603Dec 30, 2022
Oct 4, 2022$0.1239Oct 11, 2022
Jul 5, 2022$0.1714Jul 11, 2022
Apr 4, 2022$0.0610Apr 8, 2022
Dec 30, 2021$0.0061Jan 5, 2022
Dec 23, 2021$0.1756Dec 30, 2021
Oct 4, 2021$0.0671Oct 8, 2021
Jul 2, 2021$0.1302Jul 9, 2021

Dividend Payments Over Time

Category Comparison

MetricEAORTechnology(1413 ETFs)Multi-Asset(59 ETFs)
Fund Info
Expense Ratio0.32%0.67%0.65%
AUM$30.3M$6.78B$393.9M
Dividend Yield2.44%2.83%3.14%
Avg Volume2.1K1.1M124.6K
Holdings520277
Performance
1-Month Return-2.13%-2.11%-1.46%
6-Month Return+3.11%+3.76%+4.80%
YTD Return+0.54%+0.41%+2.42%
1-Year Return+13.37%+20.06%+14.32%

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