iShares ESG Aware Aggressive Allocation ETF (EAOA)

• Market cap: $28.7M
• 1 day: 1.24%
• 5 days: 1.99%
• 1 month: 0.96%
• 3 months: -1.37%
• 6 months: 0.45%
• Year to date: 0.64%
• 1 year: 8.62%
• 5 years: 39.40%
• 10 years: 39.40%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

1.84% less ownership

Funds ownership: 14.04% [Q3] → 12.2% (-1.84%) [Q4]

11% less funds holding

Funds holding: 19 [Q3] → 17 (-2) [Q4]

15% less capital invested

Capital invested by funds: $4.12M [Q3] → $3.49M (-$630K) [Q4]

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3