This fund aims to achieve significant long-term growth for its capital. Under typical market conditions, it dedicates at least 80% of its total assets to a variety of affiliated and unaffiliated exchange-traded funds (ETFs) and other exchange-traded products (ETPs), collectively known as “Underlying Vehicles.” A key criterion for these investments is their compliance with environmental, social, and governance (ESG) standards. Through these Underlying Vehicles, the fund gains exposure to a broad spectrum of asset classes, including stocks, bonds, real estate, commodities, currencies, and cash.

Nuveen ESG Large-Cap Value

iShares ESG Aware MSCI EAFE ETF

iShares ESG Aware MSCI USA Small-Cap ETF

Vanguard ESG International Stock ETF

iShares MSCI Global Sustainable Development Goals ETF

iShares ESG Advanced MSCI EAFE ETF

iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Nuveen ESG Small-Cap

Nuveen ESG Mid-Cap Value

Financial Services

Technology

Industrials

Healthcare

Consumer Defensive

Consumer Cyclical

Real Estate

Basic Materials

Communication Services

Utilities

iM RBA Responsible Global Allocation ETF

The investment seeks long-term capital appreciation.
 Under normal market conditions, the fund invests at least 80% of its total assets in affiliated and unaffiliated ETFs and other exchange-traded products (“ETPs”) (collectively, “Underlying Vehicles”) that satisfy the ESG characteristics and that provide exposure to various investment asset classes, including equity and fixed income securities, real estate, commodities, currencies, cash and cash equivalents.

IRBA Holdings & Sector Breakdown

IRBA Holdings & Sector Breakdown