Cape Investment Advisory’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Cape Investment Advisory’s Portfolio EFG Stock Details EFG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$212K	Sell
2025 Q1	$193K	Sell
2024 Q4	$330K	Buy
2024 Q3	$310K	Buy
2024 Q2	$157K	Buy
2024 Q1	$96.1K	Sell
2023 Q4	$120K	Sell
2023 Q3	$153K	Sell
2023 Q2	$200K	Buy
2023 Q1	$173K	Buy