Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘19
2026
4 40 36 53.5%
2027
4 5 1 18.9%
2028
4 70 66 3.86%
IMCV icon
2029
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.01B
4 25 21 55.4%
2030
4 7 3 151%
2031
4 7 3 3.67%
2032
4 13 9 24.6%
2033
4 31 27 20.7%
2034
4 47 43 11.7%
2035
4 8 4 15.3%
HQH
2036
abrdn Healthcare Investors
HQH
$1.05B
4 34 30 5.36%
2037
4 70 66 14.7%
2038
4 162 158 58.7%
2039
4 28 24 44.7%
2040
4 92 88 46.2%
2041
4 29 25 64.7%
2042
4 9 5 54.2%
2043
4 61 57 42.2%
2044
4 13 9 50.6%
2045
4 41 37 4.48%
2046
4 179 175 136%
2047
4 11 7 48.8%
2048
4 4 0 25.6%
2049
4 78 74 56.4%
2050
4 10 6 138%