Acorn Wealth Advisors’s Capital Group International Core Equity ETF CGIC Stock Holding History

Acorn Wealth Advisors’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 Q1	$5.17M	Buy	156,207 +25,939	+20%	+$888K	1.51%	13
2025 Q4	$4.23M	Buy	130,268 +60,057	+86%	+$1.89M	1.26%	15
2025 Q3	$2.16M	Buy	70,211 +24,764	+54%	+$738K	0.68%	38
2025 Q2	$1.32M	Buy	45,447 +1,718	+4%	+$47K	0.49%	49
2025 Q1	$1.14M	Buy	43,729 +6,377	+17%	+$163K	0.47%	50
2024 Q4	$898K	Buy	+37,352	New	+$936K	0.37%	57

Other funds holding CGIC

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Acorn Wealth Advisors's CGIC Position: Q1 2026 in Review

Acorn Wealth Advisors increased its Capital Group International Core Equity ETF (CGIC) stake by 20% in Q1 2026, buying an estimated $888K and bringing the position to 156,207 shares worth $5.17M. The position accounts for 1.51% of the portfolio, ranked #13.

Acorn Wealth Advisors first reported a position in CGIC in Q4 2024 and has held it in 6 quarters since. 187 funds tracked by Wall St. Rank hold CGIC as of Q1 2026.

Acorn Wealth Advisors held 156,207 shares of Capital Group International Core Equity ETF worth $5.17M as of Q1 2026.
Acorn Wealth Advisors bought 25,939 Capital Group International Core Equity ETF shares in Q1 2026, an estimated $888K.
Capital Group International Core Equity ETF made up 1.51% of Acorn Wealth Advisors's portfolio in Q1 2026, its #13 holding.
Acorn Wealth Advisors first reported a position in Capital Group International Core Equity ETF in Q4 2024 and has held it in 6 quarters since.
187 funds tracked by Wall St. Rank held Capital Group International Core Equity ETF as of Q1 2026.

Based on Acorn Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.