4FG

4Thought Financial Group Portfolio holdings

AUM $188M
This Quarter Return
-3.63%
1 Year Return
+9.43%
3 Year Return
+31.44%
5 Year Return
–
10 Year Return
–
AUM
$124M
AUM Growth
+$124M
Cap. Flow
+$3.44M
Cap. Flow %
2.76%
Top 10 Hldgs %
68.48%
Holding
90
New
4
Increased
73
Reduced
11
Closed
–

Top Buys

1
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
$1.76M
2
SPY icon
SPDR S&P 500 ETF Trust
SPY
$1.05M
3
IVV icon
iShares Core S&P 500 ETF
IVV
$782K
4
VO icon
Vanguard Mid-Cap ETF
VO
$324K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
$301K

Top Sells

1
TIP icon
iShares TIPS Bond ETF
TIP
$1.44M
2
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$522K
3
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$127K
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
$79.2K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
$16K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
FM
51
DELISTED
iShares Frontier and Select EM ETF
FM
$66K 0.05%
2,547
+9
+0.4% +$233
SUSB icon
52
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.02B
$62.6K 0.05%
2,634
+11
+0.4% +$262
EAGG icon
53
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.09B
$60K 0.05%
1,326
+8
+0.6% +$362
ETHO icon
54
Amplify Etho Climate Leadership US ETF
ETHO
$159M
$44.7K 0.04%
893
– –
HEWJ icon
55
iShares Currency Hedged MSCI Japan ETF
HEWJ
$381M
$32.6K 0.03%
952
+9
+1% +$308
NUHY icon
56
Nuveen ESG High Yield Corporate Bond ETF
NUHY
$97.2M
$31.5K 0.03%
+1,570
New +$31.5K
OPPE
57
WisdomTree European Opportunities Fund
OPPE
$139M
$28.5K 0.02%
862
+7
+0.8% +$231
ESML icon
58
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$1.96B
$25.5K 0.02%
757
+1
+0.1% +$34
ESGE icon
59
iShares ESG Aware MSCI EM ETF
ESGE
$5.1B
$24.5K 0.02%
808
+2
+0.2% +$61
ESGD icon
60
iShares ESG Aware MSCI EAFE ETF
ESGD
$9.79B
$23.8K 0.02%
345
+1
+0.3% +$69
EWX icon
61
SPDR S&P Emerging Markets Small Cap ETF
EWX
$713M
$23.6K 0.02%
442
+2
+0.5% +$107
IBDP
62
DELISTED
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
$23.2K 0.02%
939
-3,202
-77% -$79.2K
VUSE icon
63
Vident US Equity Strategy ETF
VUSE
$628M
$20.7K 0.02%
442
-4
-0.9% -$187
CRBN icon
64
iShares MSCI ACWI Low Carbon Target ETF
CRBN
$1.04B
$19.7K 0.02%
131
-1
-0.8% -$150
INDA icon
65
iShares MSCI India ETF
INDA
$9.28B
$19K 0.02%
430
+2
+0.5% +$88
SDG icon
66
iShares MSCI Global Sustainable Development Goals ETF
SDG
$170M
$18.1K 0.01%
243
-2
-0.8% -$149
GLD icon
67
SPDR Gold Trust
GLD
$111B
$16.4K 0.01%
96
+1
+1% +$171
ASEA icon
68
Global X FTSE Southeast Asia ETF
ASEA
$65.8M
$15.1K 0.01%
1,035
+21
+2% +$306
EWC icon
69
iShares MSCI Canada ETF
EWC
$3.21B
$13.3K 0.01%
396
+2
+0.5% +$67
AFK icon
70
VanEck Africa Index ETF
AFK
$67.5M
$12.3K 0.01%
874
+4
+0.5% +$56
EWY icon
71
iShares MSCI South Korea ETF
EWY
$5.17B
$11.5K 0.01%
195
+1
+0.5% +$59
EWA icon
72
iShares MSCI Australia ETF
EWA
$1.51B
$10.7K 0.01%
496
+3
+0.6% +$64
EWZ icon
73
iShares MSCI Brazil ETF
EWZ
$5.34B
$9.27K 0.01%
302
+1
+0.3% +$31
OPPJ
74
WisdomTree Trust WisdomTree Japan Opportunities Fund
OPPJ
$85.4M
$8.33K 0.01%
290
+146
+101% +$4.19K
ECNS icon
75
iShares MSCI China Small-Cap ETF
ECNS
$77.9M
$7.87K 0.01%
290
+2
+0.7% +$54
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