Advyzon Investment Management’s Capital Group International Core Equity ETF CGIC Stock Holding History

Advyzon Investment Management’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	$727K	Buy	19,970 +4,454	+29%	+$159K	0.05%	343
2026 Q1	$514K	Buy	15,516 +2,716	+21%	+$93K	0.05%	388
2025 Q4	$416K	Buy	12,800 +95	+0.7%	+$3K	0.05%	362
2025 Q3	$391K	Buy	12,705 +52	+0.4%	+$1.55K	0.07%	262
2025 Q2	$368K	Buy	+12,653	New	+$346K	0.08%	226

Other funds holding CGIC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MFG

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

Advyzon Investment Management's CGIC Position: Q2 2026 in Review

Advyzon Investment Management increased its Capital Group International Core Equity ETF (CGIC) stake by 29% in Q2 2026, buying an estimated $159K and bringing the position to 19,970 shares worth $727K. The position accounts for 0.05% of the portfolio, ranked #343.

Advyzon Investment Management first reported a position in CGIC in Q2 2025 and has held it in 5 quarters since. 220 funds tracked by Wall St. Rank hold CGIC as of Q2 2026.

Advyzon Investment Management held 19,970 shares of Capital Group International Core Equity ETF worth $727K as of Q2 2026.
Advyzon Investment Management bought 4,454 Capital Group International Core Equity ETF shares in Q2 2026, an estimated $159K.
Capital Group International Core Equity ETF made up 0.05% of Advyzon Investment Management's portfolio in Q2 2026, its #343 holding.
Advyzon Investment Management first reported a position in Capital Group International Core Equity ETF in Q2 2025 and has held it in 5 quarters since.
220 funds tracked by Wall St. Rank held Capital Group International Core Equity ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.