IShares ESG is trading at 36.98 as of the 30th of November 2024, a 0.65 percent increase since the beginning of the trading day. The etf's open price was 36.74. IShares ESG has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for iShares ESG Aware are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of June 2024 and ending today, the 30th of November 2024. Click here to learn more.
The fund is a fund of funds and seeks to achieve its investment objective by investing primarily in underlying funds that themselves seek investment results corresponding to their own respective underlying indexes each of which takes into account ESG characteristics. More on iShares ESG Aware
Rachel Aguirre, Jennifer Hsui, Alan Mason, Greg Savage, Amy Whitelaw
Transfer Agent
JPMorgan Chase Bank, N.A.
Fiscal Year End
31-Jul
Exchange
Cboe BZX Exchange, Inc.
Number of Constituents
7.0
Market Maker
Citadel
Total Expense
0.34
Management Fee
0.18
Country Name
USA
Returns Y T D
16.29
Name
iShares ESG Aware Aggressive Allocation ETF
Currency Code
USD
Open Figi
BBG00VFL1SR6
In Threey Volatility
14.9
1y Volatility
10.74
200 Day M A
34.7645
50 Day M A
36.3762
Code
EAOA
Updated At
30th of November 2024
Currency Name
US Dollar
In Threey Sharp Ratio
0.03
iShares ESG Aware [EAOA] is traded in USA and was established 2020-06-12. The fund is listed under Moderately Aggressive Allocation category and is part of iShares family. The entity is thematically classified as Target Outcome ETFs. iShares ESG Aware currently have 18.12 M in assets under management (AUM). , while the total return for the last 3 years was 4.9%.
Check IShares ESG Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares ESG Aware Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares ESG. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
When determining whether iShares ESG Aware is a strong investment it is important to analyze IShares ESG's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact IShares ESG's future performance. For an informed investment choice regarding IShares Etf, refer to the following important reports:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in iShares ESG Aware. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in persons.
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The market value of iShares ESG Aware is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares ESG's value that differs from its market value or its book value, called intrinsic value, which is IShares ESG's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares ESG's market value can be influenced by many factors that don't directly affect IShares ESG's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares ESG's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares ESG is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares ESG's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.