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EAOA
+2.05 · +5.13%
$42.07 · BATS

iShares ESG Aware Aggressive Allocation ETF (EAOA) ETF Analysis | Global Aggressive Allocation

iShares · USA
AUM:$35.1M
#– of – in Global Aggressive Allocation ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 16.8% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.18% — competitive for the exposure provided.

What is EAOA?

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. The underlying index is composed of a portfolio of underlying equity and fixed income funds with positive environmental, social, and governance characteristics intended to represent an aggressive risk profile.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
EAOA delivered 16.8% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.18% — reasonable for the index exposure provided.
Concentrated Holdings
Top 10 holdings account for 100.0% of the ETF — significant weight in a small number of names.
ETF Information
AUM$35.1M
Expense Ratio0.18%
Dividend Yield2.05%
Holdings6
Inception DateJun 2020
Domicile–
Distribution–
Index–
ProvideriShares
Beta1.13
CategoryGlobal Aggressive Allocation
CurrencyUSD
Portfolio Impact

How would EAOA affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+7.4%
1Y
+18.4%
3Y
+59.3%
5Y
+48.8%
OpenBook InsightIf you had invested £10,000 in EAOA 5 years ago, it would have grown to £14,883 — a gain of £4,883.

Annual Returns

Calendar year performance

EAOA delivered positive returns in 4 of the last 5 calendar years.
YearEAOA
2026 YTD+10.8%
2025+18.6%
2024+14.7%
2023+18.1%
2022-18.0%
CAGR 4yr+7.1%
4/5 positive yearsAvg return: +8.8%Worst year: -18.0% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
11.4%
Low
Momentum
+1.6%
30-day change
Support Level
43.91
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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