iShares ESG Aware 40/60 Moderate Allocation ETF
EAOM
Chicago Board Options Exchange- -
USD
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- -
Capital Structure
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 50 Hudson Yards New York NY United States of America 10001
- IPO Date
- Jun 18, 2020
- CIK
- 0001100663
- Website
- ishares.com
- Similar Companies
- Business
- iShares ESG Aware 40/60 Moderate Allocation ETF (EAOM) is an exchange-traded fund managed by BlackRock that seeks to track the BlackRock ESG Aware Moderate Allocation Index, comprising a portfolio of underlying equity and fixed income exchange-traded funds selected for positive environmental, social, and governance (ESG) characteristics and designed to reflect a moderate risk profile with approximately 40% equity and 60% fixed income exposure. The fund invests at least 80% of its assets in securities that compose the index, providing diversified access to global stocks and bonds across sectors such as technology, healthcare, industrials, and financials; key holdings include iShares ESG Aware MSCI USA ETF, iShares ESG Aware U.S. Aggregate Bond ETF, iShares ESG Aware MSCI EAFE ETF, iShares ESG Aware MSCI EM ETF, and iShares ESG Aware MSCI USA Small-Cap ETF. It targets investors seeking balanced sustainable portfolios with moderate risk and return objectives, offering low-cost exposure (net expense ratio of 0.18%) to ESG-screened assets while aiming for risk/return profiles similar to traditional moderate allocation strategies. Launched on June 12, 2020, the ETF operates under the iShares brand, which traces its origins to 1996 when BlackRock's predecessors introduced the first iShares ETFs; iShares is headquartered in New York and provides ETFs globally across more than 25 countries with over $5 trillion in assets under management as of 2025. The fund trades on the Cboe BZX Exchange and serves institutional and retail investors focused on responsible investing, with geographic exposure spanning U.S., developed international (e.g., Europe, Asia-Pacific ex-Japan), and emerging markets through its underlying funds. In a significant recent development, effective February 19, 2025, the fund changed its name from iShares ESG Aware Moderate Allocation ETF to iShares ESG Aware 40/60 Moderate Allocation ETF to more explicitly reflect its target 40/60 equity/fixed income allocation and enhance clarity for investors. For the fiscal year ended July 31, 2025, the fund delivered a total return of 7.74%, outperforming the Bloomberg U.S. Universal Index (4.00%) amid contributions from U.S. equities (particularly semiconductors and systems software driven by AI demand) and investment-grade bonds; it maintained assets under management of approximately $6.47 million with a portfolio turnover rate of 5%. No major acquisitions, partnerships, or new product launches were reported in the last 1-2 years, with ongoing emphasis on ESG integration and benchmark tracking amid stable management by BlackRock professionals including Jennifer Hsui, Paul Whitehead, and others appointed through April 2025.