Performance data is updated to 28 February 2026.
iShares Balanced ESG ETF
The Fund aims to provide investors with the performance of the various indices of the Underlying Funds in which the Fund invests, in proportion to a ‘Balanced’ long term Strategic Asset Allocation (SAA), before fees and expenses, of approximately 50% equities and 50% fixed income exposure.
Investment Focus
Exposure Regions
Portfolio Breakdown
Top 10 Holdings (100.00% of total assets)
| Symbol | Company Name | % assets |
|---|---|---|
| IWLD | iShares Core MSCI Wrld ex Austrlia | 22.82% |
| IGB | ISHARES TREASURY ETF | 16.69% |
| IESG | iShares Core MSCI Australia ESG | 16.06% |
| AESG | ISHARES GLOBAL AGGREGATE BON SYD | 15.42% |
| IHWL | iShares Core MSCI Wrld ex Austrlia | 11.2% |
| ICOR | ISHARES CORE CORPORATE BOND SYD | 9.83% |
| IYLD | ISHARES YIELD PLUS ETF SYD | 7.45% |
| AUD | AUD CASH | 0.53% |
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Last updated: January 2026
