| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PN Peter Nicholson First Bancorp Inc. /ME/ | 4,570 | $190,066.3 | $247,511.2 | $57,444.9 | 30.22% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 37,029 | $1.52M | $2.01M | $485,588.92 | 31.96% |
| JS Jason Skolnick FIRST NATIONAL Corp. /MA/ /ADV | 13,309 | $536,113.73 | $720,815.44 | $184,701.71 | 34.45% |
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 5,370 | $234,582 | $290,785.5 | $56,203.5 | 23.96% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 4,560 | $215,961.6 | $244,324.8 | $28,363.2 | 13.13% |
| ARCA Exchange | US Country |
The company described focuses on investment management, specifically through a fund that primarily invests in securities listed on the MSCI EAFE Index. This index represents companies from Europe, Australasia, and the Far East which are considered "fossil fuel reserves free," highlighting the company's commitment to environmentally-conscious investing. The fund adheres to a strict policy of investing at least 80% of its total assets directly in the securities that make up the index or in depositary receipts based on those securities. This approach underscores the company's strategy of closely mirroring the composition and performance of the MSCI EAFE Index while aligning its investments with sustainable and ethical criteria.
This product is a fund that invests primarily in securities or depositary receipts of securities that comprise the MSCI EAFE Index, ensuring a broad representation of companies from Europe, Australasia, and the Far East. By focusing on investments that are "fossil fuel reserves free," the fund appeals to investors seeking environmentally and socially responsible investment opportunities without compromising on the geographical and sectoral diversification benefits provided by the MSCI EAFE Index.
The fund incorporates a comprehensive ESG screening methodology to identify and exclude companies with fossil fuel reserves from its investment universe. This process demonstrates the company's dedication to responsible investing and allows investors to align their portfolios with their values regarding environmental stewardship, social responsibility, and governance ethics. The screening criteria ensure that investments contribute to a sustainable future while aiming for competitive returns.