Date | ETF ISIN/Name | Num Shares | Book value |
2025-05-08 | IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc)) | 71,149 | USD 4,811,807 |
2025-05-08 | IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc) | 72,814 | USD 4,924,411 2.2% |
2025-05-08 | IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc)) | 1,991 | USD 134,651 2.2% |
2025-05-08 | IE0002EKOXU6 (iShares Russell 1000 Value UCITS ETF) | 528 8.3% | USD 35,709 10.3% |
2024-12-10 | IE000KJPDY61 (iShares World Equity High Income UCITS ETF USD Inc) | 1,422 -26.7% | USD 103,195 -26.7% |
2025-02-27 | IE000D8XC064 (iShares World Equity Enhanced Active UCITS ETF USD (Acc)) | 30 | USD 2,028 -2.5% |
Total = | 147,934 | USD 10,011,801 |