Name Net increased
positions
Increased positions Reduced positions Return since
30 Sep ‘25
2026
13 14 1 1.72%
2027
13 111 98 35.3%
2028
13 110 97 28.3%
EFIV icon
2029
State Street SPDR S&P 500 ESG ETF
EFIV
$1.16B
13 47 34 2.93%
2030
13 18 5 14.9%
2031
13 87 74 25.8%
2032
13 147 134 42.7%
2033
13 50 37 10.3%
2034
13 19 6 0.27%
2035
13 23 10 2.67%
FCEF icon
2036
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF
FCEF
$64.5M
13 15 2 1.27%
2037
13 37 24 1.23%
2038
13 36 23 3.21%
2039
13 34 21 5.12%
2040
13 21 8 2.11%
2041
13 14 1 0.9%
2042
13 89 76 9.89%
2043
13 33 20 59.7%
2044
13 82 69 25.6%
2045
13 24 11 0.79%
2046
13 63 50 1.34%
2047
13 36 23 1.33%
2048
13 72 59 0.82%
2049
13 16 3 1.71%
2050
13 198 185 15.6%