NYSE ARCA | ETF
The fund seeks to achieve its investment objective by investing under normal circumstances at least 80% of its total assets in the component securities of the RAFI ESG US Index.
The underlying index is constructed by RAFI Indices, LLC using a rules-based approach within publicly tradedU. S. equities to create an integrated ESG strategy which overweights companies that rate well across various ESG themes and excludes companies with a major involvement in industries such as tobacco, gaming, weapons and fossil fuels.
Top 20 Holdings
| Asset | Name | Sector | Industry | Weight |
|---|---|---|---|---|
| MSFT | Microsoft Corporation | Technology | Software - Infrastructure | 5.36% |
| AAPL | Apple Inc | Technology | Consumer Electronics | 5.32% |
| JNJ | Johnson & Johnson | Healthcare | Drug Manufacturers - General | 3.35% |
| JPM | JPMorgan Chase & Co | Financial Services | Banks - Diversified | 2.78% |
| UNH | UnitedHealth Group Incorporated | Healthcare | Healthcare Plans | 2.14% |
| CSCO | Cisco Systems Inc | Technology | Communication Equipment | 2.13% |
| PG | Procter & Gamble Company | Consumer Defensive | Household & Personal Products | 2.06% |
| C | Citigroup Inc | Financial Services | Banks - Diversified | 2.06% |
| T | AT&T Inc | Communication Services | Telecom Services | 1.93% |
| MRK | Merck & Company Inc | Healthcare | Drug Manufacturers - General | 1.86% |
| VZ | Verizon Communications Inc | Communication Services | Telecom Services | 1.73% |
| GM | General Motors Company | Consumer Cyclical | Auto Manufacturers | 1.69% |
| CVS | CVS Health Corp | Healthcare | Healthcare Plans | 1.69% |
| ABBV | AbbVie Inc | Healthcare | Drug Manufacturers - General | 1.67% |
| AVGO | Broadcom Inc | Technology | Semiconductors | 1.50% |
| IBM | International Business Machines | Technology | Information Technology Services | 1.43% |
| ORCL | Oracle Corporation | Technology | Software - Infrastructure | 1.35% |
| QCOM | Qualcomm Incorporated | Technology | Semiconductors | 1.29% |
| WFC | Wells Fargo & Company | Financial Services | Banks - Diversified | 1.24% |
| BMY | Bristol-Myers Squibb Company | Healthcare | Drug Manufacturers - General | 1.21% |