| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 275 | $23,086.25 | $24,156 | $1,069.75 | 4.63% |
| SC Suzanne Cross JTC Employer Solutions Trustee Ltd | 508 | $40,086.28 | $44,698.92 | $4,612.64 | 11.51% |
Candace Cavalier Congress Wealth Management LLC / DE / | 7,575 | $583,017.05 | $668,001.37 | $84,984.32 | 14.58% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 100 | $7,891 | $8,816 | $925 | 11.72% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 3,000 | $246,432 | $264,390 | $17,958 | 7.29% |
| NASDAQ (NMS) Exchange | US Country |
The fund is designed to offer investors a unique opportunity to participate in a portfolio that is not only financially viable but also socially and environmentally responsible. By committing at least 80% of its assets to the securities that make up its underlying index, the fund seeks to mirror the performance of an index composed of companies that play a significant role in addressing the world’s most pressing social and environmental challenges. This commitment underscores a strategic alignment with the United Nations Sustainable Development Goals (SDGs), which set a global agenda for reducing inequality, promoting sustainable industry, and protecting the planet. Targeting companies that derive a majority of their revenue from products and services designed to meet these goals, the fund positions itself at the intersection of profitable investment and positive global impact.
This involves direct investment in the securities that constitute the fund's underlying index. By focusing on companies that meet the fund's criteria for social and environmental impact, this product ensures that investors are directly contributing to the advancement of global sustainability goals while seeking to achieve financial returns.
The fund also invests in financial instruments that have economic characteristics substantially identical to the component securities of the underlying index. This approach allows for greater flexibility in portfolio management, aiming to enhance the fund’s ability to track the performance of its benchmark index closely, while remaining aligned with its sustainable investment mandate.
By prioritizing companies that address the UN Sustainable Development Goals, the fund offers a product that is not just an investment in the financial markets but a stake in the future well-being of the planet and its inhabitants. The focus on these goals promotes a selection of companies actively working towards solutions in areas such as climate change, clean energy, and social equality, providing investors with the opportunity to contribute to meaningful change.