Fossil fuel companiesare fueling the climate crisis.


Opal International Dividend Income ETF

Shareclass
Opal International Div Inc ETF (IDVZ)
Type
Exchange-traded fund
Manager
Fossil fuel exposure of 10.14% places the fund in the F tier, between 9% and 100% exposure.

Methodology
F
Investments in major fossil fuel companies
Petroleo Brasileiro SA Petrobras ADR
Carbon Underground 200Top 200 carbon reserves
$2.43 MILLION
TotalEnergies SE ADR
Carbon Underground 200Top 200 carbon reserves
$1.38 MILLION
Suncor Energy Inc
Carbon Underground 200Top 200 carbon reserves
$1.1 MILLION
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
3
holdings
$4.91M
invested
6.03%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
1
holdings
$1.28M
invested
1.57%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
5
holdings
$8.25M
invested
10%
of portfolio
Utility sector
Top 50 coal-fired utilities
Top 50 coal-fired utilities
Macroclimate 50
No direct stock holdings
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
2
holdings
$3.34M
invested
4.11%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
5 holdings
5 holdings
  • 1. Petroleo Brasileiro SA Petrobras ADR
    Carbon Underground 200Oil/gas industry
    $2.43M
    2.99%
  • 2. Enel SpA ADR
    Oil/gas industryFossil-fired utility
    $2.06M
    2.53%
  • 3. TotalEnergies SE ADR
    Carbon Underground 200Oil/gas industry
    $1.38M
    1.69%
  • 4. Manila Electric Co
    Coal industryOil/gas industryFossil-fired utility
    $1.28M
    1.57%
  • 5. Suncor Energy Inc
    Carbon Underground 200Oil/gas industry
    $1.1M
    1.35%



Financial performance
Performance data provided byMorningstarFind more financial data on IDVZ at Morningstar.com
Current fund
IDVZ
Opal International Dividend Income ETF
Family
TrueShares
Category
Foreign Large Value
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/25
  Less than one year of returns available
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
  Less than one year of returns available
Less invested in fossil fuels 
1.12% less invested
Higher fossil finance risk score 
32 points higher
Higher fossil insurance risk score 
18 points higher
More invested in Clean200 
4.58% more invested
Current fund
IDVZ
Opal International Dividend Income ETF
Family
TrueShares
Category
Foreign Large Value
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/25
  Less than one year of returns available
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
  Less than one year of returns available
Less invested in fossil fuels 
1.12% less invested
Higher fossil finance risk score 
32 points higher
Higher fossil insurance risk score 
18 points higher
More invested in Clean200 
4.58% more invested
Current fund
IDVZ
Opal International Dividend Income ETF
Family
TrueShares
Category
Foreign Large Value
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/25
  Less than one year of returns available
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
  Less than one year of returns available
Less invested in fossil fuels 
1.12% less invested
Higher fossil finance risk score 
32 points higher
Higher fossil insurance risk score 
18 points higher
More invested in Clean200 
4.58% more invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
IDVZ - Opal International Dividend Income ETF
/
/
/
/
10% 
Benchmark
ACWX - iShares MSCI ACWI ex U.S. ETF
13%
9.32%
10%
5.36%
11% 
Fund compared to benchmark
 
  Less than one year of returns available
1.12%  lower
Find more financial data on IDVZ at Morningstar.com
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