Date | ETF ISIN/Name | Num Shares | Book value |
2025-05-08 | IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc)) | 142,001 | USD 4,960,095 |
2025-05-08 | IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc) | 188,723 | USD 6,592,094 3.9% |
2025-05-08 | IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc)) | 4,837 | USD 168,956 3.9% |
2025-05-08 | IE0002EKOXU6 (iShares Russell 1000 Value UCITS ETF) | 1,450 8.6% | USD 50,649 12.1% |
2025-01-09 | IE000D8XC064 (iShares World Equity Enhanced Active UCITS ETF USD (Acc)) | 62 | USD 1,766 |
Total = | 337,073 | USD 11,773,560 |