Cape Investment Advisory’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Cape Investment Advisory’s Portfolio ESGE Stock Details ESGE 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	$6.19K	Hold
2025 Q1	$5.52K	Hold
2024 Q4	$5.28K	Hold
2024 Q3	$5.75K	Sell
2024 Q2	$6.74K	Sell
2024 Q1	$7.38K	Hold
2023 Q4	$7.34K	Sell
2023 Q3	$7.72K	Buy
2023 Q2	$7.24K	Hold
2023 Q1	$7.21K	Buy