Essential Investment Partners LLC’s Capital Group International Core Equity ETF CGIC Stock Holding History

Essential Investment Partners LLC’s Portfolio CGIC Stock Details CGIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$320K	Buy	8,800 +300	+4%	+$10.7K	0.26%	79
2026 Q1	$281K	Buy	+8,500	New	+$291K	0.26%	77

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Wealth Enhancement Advisory Services

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Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Cathy Pareto & Associates Coral Gables, Florida $171M AUM 25.52% 1-Year Est. Return