BlackRock LifePath ESG Index Series

BlackRock/iShares
Rated as BlackRock LifePath ESG Index 2050 Fund
Updated June 2021

Fossil fuel grade
The BlackRock LifePath ESG Index Series is 6.23% invested in fossil fuels.

Fossil fuel grade

D
Fossil fuel exposure of 6.23% places the fund in the range of between 5.5% and 9% exposure. Assigned a grade of D.
Fossil fuel grade of D
6.23% invested in fossil fuels.
Screen# of holdings% of portfolio
Top 200 carbon reserve ownersTop 200 carbon reserve owners732.45%
Coal industryCoal industry440.58%
Oil/gas industryOil/gas industry1743.39%
Top 30 coal-fired utilitiesTop 30 coal-fired utilities40.39%
Fossil-fired utilitiesFossil-fired utilities1172.47%
All fossil fuel screens3136.23%
Top 200 carbon reserve owners
Top 5 holdings

Top 200 carbon reserve owners

  1. Exxon Mobil Corp
    0.28%
  2. Chevron Corp
    0.23%
  3. TotalEnergies SE
    0.2%
  4. BP PLC
    0.2%
  5. ConocoPhillips
    0.13%
Coal industry
Top 5 holdings

Coal industry

  1. ITOCHU Corp
    0.11%
  2. Mitsui Fudosan Co Ltd
    0.09%
  3. Glencore PLC
    0.08%
  4. Fortis Inc
    0.05%
  5. Mitsubishi Corp
    0.04%
Oil/gas industry
Top 5 holdings

Oil/gas industry

  1. Exxon Mobil Corp
    0.28%
  2. Chevron Corp
    0.23%
  3. TotalEnergies SE
    0.2%
  4. BP PLC
    0.2%
  5. Enbridge Inc
    0.19%
Top 30 coal-fired utilities
Top 4 holdings

Top 30 coal-fired utilities

  1. Berkshire Hathaway Inc
    0.39%
  2. Tata Power Co Ltd
    <0.01%
  3. Electric Power Development Co Ltd
    <0.01%
  4. Adani Power Ltd
    <0.01%
Fossil-fired utilities
Top 5 holdings

Fossil-fired utilities

  1. Berkshire Hathaway Inc
    0.39%
  2. NextEra Energy Inc
    0.33%
  3. Enel SpA
    0.16%
  4. Eversource Energy
    0.12%
  5. Public Service Enterprise Group Inc
    0.12%
Company research provided by
FFF SolutionsMacroclimateUrgewald Global Coal Exit List

All funds in this target date series

A target date fund series consist of around 10 or 12 different funds, each with their own "target date" marketed at different age demographics. We use the 2050 fund to assign ratings to target date fund series - this is the fund that would be marketed to savers looking to retire around the year 2050. As time progresses and this "target date" approaches, the portfolio mix of the fund shifts away from stocks and towards bonds and other less-risky investments. Usually, the mix of stocks in the portfolio stays the same across a target date fund series, meaning if you are invested in a fund from this target date series that is dated closer to today than 2050, you're likely invested in the same companies flagged above, but you may have lower levels of exposure. We currently only have detailed results for the 2050 version of this target date fund series.

BlackRock LifePath ESG Index 2025 Fund
BlackRock LifePath ESG Index 2030 Fund
BlackRock LifePath ESG Index 2035 Fund
BlackRock LifePath ESG Index 2040 Fund
BlackRock LifePath ESG Index 2045 Fund
BlackRock LifePath ESG Index 2050 Fund
BlackRock LifePath ESG Index 2055 Fund
BlackRock LifePath ESG Index 2060 Fund
BlackRock LifePath ESG Index 2065 Fund
BlackRock LifePath ESG Index Retirement Fund

All tickers for this target date series

Tickers for each shareclass available from every fund in this target date series.

LEBIX
LELAX
LEBKX
LENIX
LENAX
LENKX
LEJIX
LEJAX
LEJKX
LEKIX
LEKAX
LEKKX
LEHIX
LEHAX
LEHKX
LEGIX
LEBAX
LEPKX
LEEIX
LEVAX
LEVKX
LEZIX
LEZAX
LEZKX
LEWIX
LEWAX
LEWKX
LERIX
LERAX
LERKX



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