Date | ETF ISIN/Name | Num Shares | Book value |
2024-01-31 | GB0001990497 (The City of London Investment Trust plc) | 900,000 | GBP 14,922,000 |
2025-05-08 | IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc)) | 34,285 | GBP 732,844 |
2025-05-08 | IE00B00FV128 (iShares Public Limited Company - iShares FTSE 250 UCITS ETF) | 132,852 | GBP 2,133,603 -2.1% |
2025-05-08 | IE00B3VWLG82 (iShares VII PLC - iShares MSCI UK Small Cap ETF GBP Acc) | 21,080 | GBP 338,545 -2.1% |
2025-05-08 | IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc)) | 2,562 | GBP 54,763 |
2025-05-08 | IE00BMDBMH44 (iShares MSCI UK IMI ESG Leaders UCITS ETF GBP (Dist)) | 1,979 | GBP 31,783 |
Total = | 1,092,758 | GBP 18,213,538 |