iShares ESG Balanced ETF Portfolio (GBAL.TO) ETF Analysis

Fund Overview

iShares ESG Balanced ETF Portfolio (GBAL.TO) is an exchange-traded fund. The fund holds CA$271.96M in total net assets. The fund is issued by BlackRock Asset Management Canada Ltd. The inception date on file is September 2, 2020.

The largest positions on file are iShares ESG Advanced MSCI USA ETF (XUSR), iShares ESG Advanced MSCI Canada ETF (XCSR), and iShares ESG Advanced MSCI EAFE ETF (XDSR). iShares ESG Advanced MSCI USA ETF alone accounts for 26.16% of the portfolio.

Performance Analysis

The most recent close on file for GBAL.TO is CA$63.09, dated September 4, 2026. Over the trailing twelve months the price has returned +13.55%. Across 5 years the annualized return works out at +7.99%. The trailing distribution yield is 1.7%.

The strongest complete calendar year on file is 2024 at +17.31%; the weakest is 2022 at −11.99%. Of the 5 complete calendar years on file, 4 finished higher. So far in 2026 the price is +10.85%.

Price & Risk Profile

Daily returns over the trailing 6 years annualize to a volatility of 9.63%. Beta against the wider market is reported at 1.25. The 52-week range on file runs from CA$55.03 to CA$64.35. The latest close sits 14.65% above that 52-week low. The volatility figure is calculated from the stored daily closes, the same series the charts on this page use.