Ethic Inc’s NatWest NWG Stock Holding History

Ethic Inc’s Portfolio NWG Stock Details NWG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.51M	Sell	235,761 -37,529	-14%	-$624K	0.06%	335
2025 Q4	$4.78M	Buy	273,290 +15,253	+6%	+$242K	0.07%	256
2025 Q3	$3.65M	Buy	258,037 +33,199	+15%	+$468K	0.06%	317
2025 Q2	$3.16M	Buy	224,838 +8,734	+4%	+$115K	0.06%	326
2025 Q1	$2.59M	Buy	216,104 +7,089	+3%	+$79.5K	0.05%	353
2024 Q4	$2.13M	Buy	209,015 +4,495	+2%	+$44.5K	0.04%	408
2024 Q3	$1.39M	Buy	204,520 +8,885	+5%	+$79K	0.04%	480
2024 Q2	$1.57M	Sell	195,635 -8,885	-4%	-$69K	0.04%	453
2024 Q1	$1.39M	Buy	204,520 +67,844	+50%	+$403K	0.04%	479
2023 Q4	$769K	Sell	136,676 -37,419	-21%	-$199K	0.02%	614
2023 Q3	$1.01M	Sell	174,095 -29,767	-15%	-$180K	0.04%	475
2023 Q2	$1.25M	Sell	203,862 -93,268	-31%	-$613K	0.05%	400
2023 Q1	$1.96M	Buy	297,130 +18,557	+7%	+$131K	0.08%	295
2022 Q4	$1.8M	Buy	278,573 +31,477	+13%	+$184K	0.1%	261
2022 Q3	$1.23M	Buy	247,096 +2,396	+1%	+$14.8K	0.08%	292
2022 Q2	$1.44M	Buy	244,700 +44,037	+22%	+$264K	0.1%	254
2022 Q1	$1.23M	Buy	200,663 +93,771	+88%	+$633K	0.08%	281
2021 Q4	$703K	Buy	106,892 +70,823	+196%	+$460K	0.05%	340
2021 Q3	$237K	Buy	36,069 +17,250	+92%	+$107K	0.02%	538
2021 Q2	$114K	Buy	+18,819	New	+$114K	0.01%	555

Other funds holding NWG

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return