Global Moderately Conservative Allocation · BATS · USD · Data as of 2026-05-13
AUM
$8.45M
Expense ratio
0.18%
Yield
2.84%
YTD return
+2.97%
Last price
$30.95
Active · Coverage 63% · low
Today
24.1
Outlook
36.8
Block A (composite-derived)
33.6
Block C (market behavior)
10.9
Today overlay (Block D)
0.0
Outlook overlay (Block D)
0.0
today_score = clip(0,100, 50 + 0.15·(A−50) + 0.60·(C−50) + D_today). Block B (holdings rollup) is in Phase 3 development; β=0 caps the natural range at ~12.5–87.5 in Preview v0.9. Formula version tide-etf-v1.0.0.
33.6
Coverage 63% · medium
Liquidity
—
Expenses
90.0
Performance
—
Volatility
—
Dividend
0.0
Concentration
0.0
Smart Money
42.5
Activist
7.2
Formula version composite-v1.0.0. Axes hover to see why a sub-score is missing.
iShares ESG Aware Moderate Allocation ETF (EAOM) is an exchange-traded fund from iShares in the Mixed asset class. Launched in 2020. Assets under management: 8,449,713.
Bullish Whales composite rating: 34 out of 100. Evidence coverage 63% across 5 of 8 axes. Strongest axes: expenses, smart-money flow, activist exposure.
Annualized one-year realized volatility 7%, classified low. Weakest axes: concentration, dividend.
Top-10 weight 1%, diversified, led by EAGG. Trailing yield 0%.
etf_composite_score_current · activist_score, composite_score, concentration_score, confidence, coverage_pct, dividend_score, expenses_score, smart_money_scoreetf_fundamentals_td · dividend_frequency, yieldetf_holdings_top10 · holding_symbol, weightetf_universe · asset_class, aum_usd, fund_type, inception_date, issuer, name, ticker, volatility_1yThe iShares ESG Aware Moderate Allocation Fund is an exchange-traded fund that seeks to provide a balanced investment exposure to equity and fixed income securities while integrating environmental, social, and governance (ESG) criteria into the selection process. The fund is designed for investors interested in moderate risk and return profiles, making it suitable for those seeking a diversified portfolio with a focus on sustainability. By investing in a mix of stocks and bonds, the fund strategically allocates assets to achieve a balance between growth and income, while adhering to ESG-conscious criteria. The fund focuses on selecting companies and issuers demonstrating positive ESG characteristics, impacting various sectors such as technology, healthcare, and industrials, as well as government and corporate debt markets. Through its diversified asset allocation strategy, the iShares ESG Aware Moderate Allocation Fund plays a significant role in the market by catering to an increasing demand for responsible investments. Its moderate approach aims to capture potential long-term capital appreciation, while the ESG emphasis aligns with global trends towards sustainable and responsible investing.
Net AUM change history is not yet available for this ETF. Fund-flow time series is a Phase B deliverable.
Current AUM: $8,449,713. AUM change is computed from rolling daily fundamentals snapshots; it reflects total net-asset deltas (creations/redemptions + market value moves), not pure share creations.
| Ex-date | Amount | Adjusted |
|---|---|---|
| 2026-07-02 | $0.24 | Yes |
| 2026-04-02 | $0.18 | Yes |
| 2025-12-23 | $0.28 | Yes |
| 2025-10-02 | $0.18 | Yes |
| 2025-07-02 | $0.22 | Yes |
| 2025-04-02 | $0.18 | Yes |
| 2024-12-20 | $0.24 | Yes |
| 2024-10-02 | $0.18 | Yes |
| 2024-07-02 | $0.23 | Yes |
| 2024-04-02 | $0.14 | Yes |
| 2023-12-22 | $0.24 | Yes |
| 2023-10-03 | $0.15 | Yes |
| 2023-07-05 | $0.19 | Yes |
| 2023-04-04 | $0.12 | Yes |
| 2022-12-23 | $0.16 | Yes |
| 2022-10-04 | $0.11 | Yes |
| 2022-07-05 | $0.14 | Yes |
| 2022-04-04 | $0.05 | Yes |
| 2021-12-30 | $0.01 | Yes |
| 2021-12-23 | $0.14 | Yes |
| 2021-10-04 | $0.07 | Yes |
| 2021-07-02 | $0.10 | Yes |
| 2021-04-05 | $0.06 | Yes |
| 2020-12-24 | $0.13 | Yes |
| 2020-10-02 | $0.08 | Yes |
| 2020-07-02 | $0.08 | Yes |
Fund documents (fact sheets, prospectuses, semi-annual reports) for EAOM are coming soon. The BW fund-document archive will surface PDFs alongside a metadata index for searchability.