Socially Aware All Equity Static

The Socially Aware All Equity Static Investment Option invests in a combination of domestic and international equity, domestic and international fixed income, and/or cash investments in order to seek long-term growth with the potential to earn income. This portfolio has a target allocation of 62% Domestic Equity, and 38% International Equity.

Underlying Investments

  • iShares ESG MSCI USA ETF 57%
  • iShares ESG MSCI EAFE ETF 30.5%
  • iShares ESG MSCI EM ETF 7.5%
  • iShares ESG Aware MSCI USA Small-Cap ETF 5%

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