ESG Investments

    Return On Investment

    $152,231.89

    +15.21% from last year

    Environmental Impact

    -7.2% C02 Emissions

    Equivalent to 701 trees planted

    Q-Impact Points

    +573

    +73 from Q3

    MSCI KLD 400 Social Index vs MSCI USA Index

    1990 - 2024 (Quarterly Data)

    Optimized Portfolio Tree Map

    Showing allocated funds with respect to GICS stock standards

    Trending up by 5.2% this month
    January - June 2024