BATS | ETF
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.
Top 20 Holdings
| Asset | Name | Sector | Industry | Weight |
|---|---|---|---|---|
| ESGU | iShares ESG Aware MSCI USA ETF | 49.06% | ||
| EAGG | iShares ESG U.S. Aggregate Bond ETF | 19.61% | ||
| ESGD | iShares ESG Aware MSCI EAFE ETF | 16.90% | ||
| ESGE | iShares ESG Aware MSCI EM ETF | 9.36% | ||
| ESML | iShares ESG Aware MSCI USA Small-Cap ETF | 4.94% | ||
| NVDA | NVIDIA Corporation | Technology | Semiconductors | 3.66% |
| AAPL | Apple Inc | Technology | Consumer Electronics | 3.30% |
| MSFT | Microsoft Corporation | Technology | Software - Infrastructure | 2.13% |
| GOOG | Alphabet Inc Class C | Communication Services | Internet Content & Information | 1.78% |
| AMZN | Amazon.com Inc | Consumer Cyclical | Internet Retail | 1.77% |
| 2330 | Taiwan Semiconductor Manufacturing Co. Ltd. | Technology | Semiconductors | 1.37% |
| AVGO | Broadcom Inc | Technology | Semiconductors | 1.35% |
| GOOGL | Alphabet Inc Class A | Communication Services | Internet Content & Information | 1.08% |
| META | Meta Platforms Inc. | Communication Services | Internet Content & Information | 0.90% |
| TSLA | Tesla Inc | Consumer Cyclical | Auto Manufacturers | 0.86% |
| MU | Micron Technology Inc | Technology | Semiconductors | 0.85% |
| 005930 | Samsung Electronics Co Ltd | Technology | Consumer Electronics | 0.78% |
| LLY | Eli Lilly and Company | Healthcare | Drug Manufacturers - General | 0.71% |
| JPM | JPMorgan Chase & Co | Financial Services | Banks - Diversified | 0.64% |
| AMD | Advanced Micro Devices Inc | Technology | Semiconductors | 0.63% |