Name Net reduced
positions
Reduced positions Increased positions Return since
30 Jun ‘24
2026
3 4 1 17.9%
2027
3 3 0 95.3%
2028
3 7 4 7.31%
CRT
2029
Cross Timbers Royalty Trust
CRT
$49M
3 8 5 24.4%
2030
3 8 5 521%
2031
3 7 4 95.4%
2032
3 42 39 33.6%
2033
3 5 2 97.2%
2034
3 3 0 94.3%
2035
3 13 10 5.14%
EMXF icon
2036
iShares ESG Advanced MSCI EM ETF
EMXF
$130M
3 14 11 31.6%
2037
3 22 19 13.9%
2038
3 142 139 19%
2039
3 5 2 39.7%
2040
3 5 2
2041
3 7 4 24.8%
2042
3 19 16 40.5%
2043
3 25 22 27.2%
2044
3 5 2 1.98%
2045
3 9 6 33%
2046
3 5 2 14.3%
2047
3 3 0 23.3%
2048
3 15 12 3.5%
2049
3 4 1 49.8%
2050
3 19 16 20.2%