SFS
MEGI

Shaker Financial Services’s MainStay CBRE Global Infrastructure Megatrends Term Fund MEGI Stock Holding History

Shaker Financial Services’s Portfolio MEGI Stock Details MEGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
2025
Q1 		$330K Sell
2024
Q4 		$821K Buy
2022
Q4 		– Sell
2022
Q3 		$265K Buy
2022
Q2 		$274K Sell
2022
Q1 		$454K Buy
2021
Q4 		$353K Buy