It's no secret that international equities have served as a valuable balm amid bouts of U.S. uncertainty this year. Global equity strategies have provided many portfolios with a significant source for returns through 2025, even in moments when U.S. markets have faltered.
Earlier this year, advisors and investors alike began to grow more interested in potential safe havens from U.S. tariff negotiations and possible inflationary risks. Among other solutions, one safe haven that proved to be especially popular was international equities.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 142 | $6,786.18 | $7,582.8 | $796.62 | 11.74% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 4,038 | $199,756.21 | $216,053.19 | $16,296.98 | 8.16% |
Chandler te Velde Maia Wealth LLC | 6,453 | $320,184.99 | $344,041.69 | $23,856.7 | 7.45% |
Christopher J. McKinley Cornerstone Advisors Asset Management LLC | 10,421 | $511,847.46 | $551,635.63 | $39,788.17 | 7.77% |
Crux Wealth Advisors Crux Wealth Advisors | 72,992 | $3.68M | $3.87M | $193,909.72 | 5.28% |
| ARCA Exchange | US Country |
The fund operates with a clear focus on investing in equity securities of foreign companies that are situated in developed markets outside of the United States. It adheres to the strategic guideline of including companies from nations that are part of the Morgan Stanley Capital International (MSCI) Europe, Australasia, and Far East (EAFE®) Index, in addition to Canada. This fund adopts a broad investment philosophy that does not restrict itself to companies of a specific market capitalization, inviting an array of equity securities into its portfolio. Despite its global diversification in terms of geographical coverage, it is classified as non-diversified, indicating a concentration of investments that might hold a significant portion of its assets in fewer securities, potentially increasing risk and return volatility.
Within its investment framework, the fund engages in several key activities and services to meet its objectives:
The core offering involves investment in equity securities, which include stocks or shares that represent an ownership interest in foreign companies located in developed markets. This product aims to tap into the growth potential of these companies while navigating the complexities of international investing.
Developed markets, as defined by the MSCI EAFE® Index and Canada, are the primary geographic focus for this fund's investments. These markets are characterized by stable economic environments, mature financial markets, and higher standards of regulation and corporate governance. This focus aims to provide investors with exposure to lower-risk, high-quality investments compared to emerging markets.
The fund does not limit its investments to companies of a certain size, thereby including small-cap, mid-cap, and large-cap companies in its portfolio. This strategy aims to blend growth potential with stability, offering a diversified investment approach that can adjust to various market conditions and opportunities.