Date | ETF ISIN/Name | Num Shares | Book value |
2025-03-12 | IE00BF4RFH31 (Ishares III PLC - Ishares Msci World Small Cap UCITS ETF) | 51,487 -0.5% | USD 3,792,532 -1.2% |
2025-03-12 | IE0002EKOXU6 (iShares Russell 1000 Value UCITS ETF) | 424 | USD 31,232 -0.7% |
2024-12-10 | IE00B3VWLG82 (iShares VII Public Limited Company - iShares MSCI UK Small Cap UCITS ETF) | 44,611 | GBP 191,827 -3.6% |
2025-03-12 | IE000D8XC064 (iShares World Equity Enhanced Active UCITS ETF USD (Acc) GBP) | 211 2.8% | USD 15,542 2.1% |
2025-03-12 | IE000WHL2ZK1 (iShares U.S. Equity High Income UCITS ETF USD Inc) | 590 | USD 43,459 -0.7% |
2025-03-12 | IE000KJPDY61 (iShares World Equity High Income UCITS ETF USD Inc) | 554 | USD 40,808 -0.7% |
Total = | 97,877 | USD 4,115,400 |