| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 7,949 | $265,563.54 | $407,109.62 | $141,546.08 | 53.3% |
| JS Jason Skolnick FIRST NATIONAL Corp. /MA/ /ADV | 4,889 | $204,506.87 | $254,912.46 | $50,405.59 | 24.65% |
Mariana Coli Dunhill Financial LLC | 14 | $524 | $714.7 | $190.7 | 36.39% |
Steven D Urban Urban Financial Advisory Corp | 1 | $41.83 | $51.05 | $9.22 | 22.04% |
| ML Maseco LLP Maseco LLP | 547 | $24,177 | $27,568.8 | $3,391.8 | 14.03% |
| ARCA Exchange | US Country |
The referenced fund operates within the financial market, with a primary focus on investing in emerging markets that are devoid of fossil fuel reserves. It adheres to a specific investment strategy, placing at least 80% of its total assets into the securities that make up the index it tracks, as well as in depositary receipts associated with these securities. The index aims to reflect the performance of companies listed in the MSCI Emerging Markets Index that meet the criteria for being free of fossil fuel reserves, as determined by the screening methodology of the index. Given its investment concentration, the fund is classified as non-diversified, meaning it may invest a larger portion of its assets in fewer issuers than a diversified fund.
Emerging Market Investments
This product targets investors seeking exposure to emerging market equities that align with environmental standards, specifically those not involved in fossil fuel reserves. By investing mainly in securities and depositary receipts that form part of the MSCI Emerging Markets Index but are filtered to exclude companies with fossil fuel reserves, the fund offers a green investment avenue in the sector of emerging markets.
Fossil Fuel Reserve Free Index Tracking
The fund’s investment strategy is highly differentiated by its focus on tracking an index of emerging market companies that are certified as being "fossil fuel reserves free." This specific criterion means that the investments will exclude any company involved in the extraction or production of fossil fuels, appealing to environmentally conscious investors looking for sustainable investment options within emerging markets.