Engine No 1 Etf Trust shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of Engine No 1 Etf Trust (PWRD) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts Wealth Advisors investment in Engine No 1 Etf Trust
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Quarterly reported holdings in Engine No 1 Etf Trust by Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $444k | 4.5k | 97.69 |
| 2025-06-30 | $410k | 4.5k | 90.17 |
| 2025-03-31 | $317k | 4.5k | 69.75 |
| 2024-12-31 | $354k | 4.5k | 77.82 |
| 2024-09-30 | $339k | 4.5k | 74.61 |
| 2024-06-30 | $315k | 4.5k | 69.24 |
| 2024-03-31 | $306k | 4.5k | 67.33 |
| 2023-09-30 | $236k | 4.5k | 52.02 |