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Cape Investment Advisory’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Cape Investment Advisory’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$63.1K Buy
707
+113
+19% +$10.1K 0.02% 335
2025
Q1 		$48.5K Sell
594
-41
-6% -$3.35K 0.02% 340
2024
Q4 		$48.3K Hold
635
– – 0.02% 337
2024
Q3 		$53.4K Buy
+635
New +$53.4K 0.02% 314