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Morningstar

iShares ESG Aware Conservative Allc ETF EAOK

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis EAOK

Will EAOK outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EAOK’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EAOK management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of EAOK’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin iShares ESG Aware Conservative Allc ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings EAOK

More EAOK Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares ESG U.S. Aggregate Bond ETF

69.86 5.1 Mil
—

iShares ESG Aware MSCI USA ETF

18.30 1.3 Mil
—

iShares ESG Aware MSCI EAFE ETF

6.76 496,319
—

iShares ESG Aware MSCI EM ETF

2.97 217,859
—

iShares ESG Aware MSCI USA Small-Cap ETF

1.81 133,210
—

USD CASH

0.19 13,669
Cash and Equivalents

BlackRock Cash Funds Treasury SL Agency

0.11 8,206
Cash and Equivalents