Ishares Esg Aggregate Etf Profile
| EAGG Etf | USD 46.99 0.04 0.09% |
Performance0 of 100
| Odds Of DistressLess than 9
|
IShares ESG is trading at 46.99 as of the 17th of December 2024. This is a 0.09 percent increase since the beginning of the trading day. The etf's lowest day price was 46.95. IShares ESG has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 17th of November 2024 and ending today, the 17th of December 2024. Click here to learn more.
The index includes government-related bonds, corporate bonds, MBS, CMBS and ABS that are publicly offered for sale in the U.S. Ishares ESG is traded on NYSEARCA Exchange in the United States. More on iShares ESG Aggregate
Moving together with IShares Etf
| 1.0 | BND | Vanguard Total Bond | PairCorr |
| 1.0 | AGG | iShares Core Aggregate | PairCorr |
| 1.0 | BIV | Vanguard Intermediate Sell-off Trend | PairCorr |
| 0.96 | SPAB | SPDR Portfolio Aggregate Sell-off Trend | PairCorr |
| 0.96 | FLCB | Franklin Templeton ETF | PairCorr |
Moving against IShares Etf
IShares Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Broad Debt ETFs, Investment Grade ETFs, Intermediate Core Bond, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2018-10-18 |
| Benchmark | Bloomberg MSCI US Aggregate ESG Focus Index (USD) |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 3.74 Billion |
| Average Trading Valume | 343,480.1 |
| Asset Type | Fixed Income |
| Category | Broad Debt |
| Focus | Investment Grade |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | State Street Bank and Trust Company |
| Advisor | BlackRock Fund Advisors |
| Custodian | State Street Bank and Trust Company |
| Distributor | BlackRock Investments, LLC |
| Portfolio Manager | James Mauro, Scott Radell |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 28-Feb |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 5,257 |
| Market Maker | Jane Street |
| Total Expense | 0.11 |
| Management Fee | 0.1 |
| Country Name | USA |
| Returns Y T D | 1.89 |
| Name | iShares ESG U.S. Aggregate Bond ETF |
| Currency Code | USD |
| Open Figi | BBG00MC0NZP7 |
| In Threey Volatility | 7.78 |
| 1y Volatility | 6.56 |
| 200 Day M A | 47.1795 |
| 50 Day M A | 47.3252 |
| Code | EAGG |
| Updated At | 16th of December 2024 |
| Currency Name | US Dollar |
iShares ESG Aggregate [EAGG] is traded in USA and was established 2018-10-18. The fund is listed under Intermediate Core Bond category and is part of iShares family. The entity is thematically classified as Broad Debt ETFs. iShares ESG Aggregate currently have 2.04 B in assets under management (AUM). , while the total return for the last 3 years was -2.3%.
Check IShares ESG Probability Of Bankruptcy
Geographic Allocation (%)
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 Aggregate 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.
iShares ESG Aggregate Currency Exposure
iShares ESG Aggregate holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of IShares ESG will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in iShares ESG Aggregate.
IShares ESG Top Holders
| MMREX | Mainstay Esg Multi Asset | Mutual Fund | Allocation--50% to 70% Equity | |
| LEJKX | Blackrock Lifepath Esg | Mutual Fund | Target-Date 2035 | |
| LELAX | Blackrock Lifepath Esg | Mutual Fund | Target-Date 2025 | |
| LENAX | Blackrock Lifepath Esg | Mutual Fund | Target-Date 2030 | |
| EAOA | iShares ESG Aware | Etf | Moderately Aggressive Allocation | |
| LEPKX | Blackrock Lifepath Esg | Mutual Fund | Target-Date 2050 | |
| LENIX | Blackrock Lifepath Esg | Mutual Fund | Target-Date 2030 | |
| LEZAX | Blackrock Lifepath Esg | Mutual Fund | Target-Date 2060+ |
iShares ESG Aggregate Risk Profiles
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.
| Risk Adjusted Performance | (0.12) | |||
| Jensen Alpha | (0.05) | |||
| Total Risk Alpha | (0.09) | |||
| Treynor Ratio | 3.44 |
IShares ESG Against Markets
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in iShares ESG Aggregate. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in price. You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.
The market value of iShares ESG Aggregate 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.