Ishares Esg Aggregate Etf Profile

EAGG Etf  USD 46.91  0.12  0.26%   

Performance

13 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 9

 
High
 
Low
Low
IShares ESG is trading at 46.91 as of the 25th of July 2024. This is a 0.26 percent decrease since the beginning of the trading day. The etf's lowest day price was 46.9. IShares ESG has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for iShares ESG Aggregate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of June 2024 and ending today, the 25th of July 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

  1.0BND Vanguard Total Bond Sell-off TrendPairCorr
  1.0AGG iShares Core Aggregate Sell-off TrendPairCorr
  1.0BIV Vanguard IntermediatePairCorr
  1.0SPAB SPDR Portfolio Aggregate Sell-off TrendPairCorr
  1.0FLCB Franklin Templeton ETF Sell-off TrendPairCorr

IShares Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationInvestment Grade ETFs, Broad Debt ETFs, Intermediate Core Bond, iShares (View all Sectors)
IssueriShares
Inception Date2018-10-18
BenchmarkBloomberg MSCI US Aggregate ESG Focus Index (USD)
Entity TypeRegulated Investment Company
Asset Under Management3.39 Billion
Average Trading Valume648,459.4
Asset TypeFixed Income
CategoryBroad Debt
FocusInvestment Grade
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorState Street Bank and Trust Company
AdvisorBlackRock Fund Advisors
CustodianState Street Bank and Trust Company
DistributorBlackRock Investments, LLC
Portfolio ManagerJames Mauro, Scott Radell
Transfer AgentState Street Bank and Trust Company
Fiscal Year End28-Feb
ExchangeNYSE Arca, Inc.
Number of Constituents5,034
Market MakerJane Street
Total Expense0.11
Management Fee0.1
Country NameUSA
Returns Y T D0.46
NameiShares ESG U.S. Aggregate Bond ETF
Currency CodeUSD
Open FigiBBG00MC0NZP7
In Threey Volatility7.42
1y Volatility7.8
200 Day M A46.4601
50 Day M A46.691
CodeEAGG
Updated At24th of July 2024
Currency NameUS 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 Investment Grade ETFs. iShares ESG Aggregate currently have 2.04 B in assets under management (AUM). , while the total return for the last 3 years was -3.0%.
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

MMREXMainstay Esg Multi AssetMutual FundAllocation--50% to 70% Equity
LEJKXBlackrock Lifepath EsgMutual FundTarget-Date 2035
LELAXBlackrock Lifepath EsgMutual FundTarget-Date 2025
LENAXBlackrock Lifepath EsgMutual FundTarget-Date 2030
EAOAiShares ESG AwareEtfModerately Aggressive Allocation
LEPKXBlackrock Lifepath EsgMutual FundTarget-Date 2050
LENIXBlackrock Lifepath EsgMutual FundTarget-Date 2030
LEZAXBlackrock Lifepath EsgMutual FundTarget-Date 2060+
More Details

iShares ESG Aggregate Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. IShares ESG market risk premium is the additional return an investor will receive from holding IShares ESG long position in a well-diversified portfolio. 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. Although IShares ESG's alpha and beta are two of the key measurements used to evaluate IShares ESG's performance over the market, the standard measures of volatility play an important role as well.

IShares ESG Against Markets

Additional Information and Resources on Investing in IShares Etf

When determining whether iShares ESG Aggregate is a strong investment it is important to analyze IShares ESG's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact IShares ESG's future performance. For an informed investment choice regarding IShares Etf, refer to the following important reports:
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 Global Correlations module to find global opportunities by holding instruments from different markets.
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.