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Not Investment Advice

EAOR

iShares ESG Aware 60/40 Balanced Allocation ETF
1W: -0.2% 1M: +2.0% 3M: +2.4% YTD: +5.2% 1Y: +16.8% 3Y: +45.8% 5Y: +35.0%
$37.33
+0.09 (+0.24%)
 
Weekly Expected Move ±1.4%
$36 $36 $37 $38 $38
ETF CBOE · AUM $32.3M
Key Statistics
AUM$32M
Holdings1,815
Top 10 Wt15.1%
Volume214
Avg Volume2,708
Beta0.96
Portfolio Fundamentals
P/E21.7
P/B5.2
Div Yield1.52%
ROE25.4%
% Profitable22%
Inception2020-06-18
Sector Allocation
Other 39.1%
Technology 19.7%
Financial Services 9.6%
Industrials 6.6%
Consumer Cyclical 5.5%
Healthcare 5.1%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 NVIDIA CORP NVDA 3.32% $1.1M 4,475
2 APPLE INC AAPL 2.50% $793,529 2,661
3 BLACKROCK CASH CL INST SL AGENCY 1.91% $608,557 608,557
4 ALPHABET INC CLASS C GOOG 1.90% $604,973 1,523
5 MICROSOFT CORP MSFT 1.64% $522,699 1,277
6 AMAZON.COM INC AMZN 1.44% $458,006 1,714
7 BROADCOM INC AVGO 1.16% $367,266 835
8 TAIWAN SEMICONDUCTOR MANUFACTURING 2330.TW 1.08% $342,438 4,754
9 META PLATFORMS INC CLASS A META 0.73% $230,655 373
10 TESLA INC TSLA 0.72% $228,750 516

Recent Holding Changes

Date Holding Change Details
2026-05-18 2890.TW Changed 6178 → 6146
2026-05-18 MOWI.OL Changed 320 → 318
2026-05-18 BAC Changed 1076 → 1077
2026-05-18 ESSITY-B.ST Changed 239 → 238
2026-05-18 RAIL3.SA Changed 1040 → 1034

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms