AGWCA
CGIC

Annis Gardner Whiting Capital Advisors’s Capital Group International Core Equity ETF CGIC Stock Holding History

Annis Gardner Whiting Capital 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 		$11.2K Hold
337
– – ﹤0.01% 845
2025
Q4 		$11K Buy
337
+48
+17% +$1.51K ﹤0.01% 762
2025
Q3 		$8.93K Buy
289
+15
+5% +$447 ﹤0.01% 724
2025
Q2 		$8.04K Buy
274
+28
+11% +$765 ﹤0.01% 775
2025
Q1 		$6.41K Buy
246
+29
+13% +$741 ﹤0.01% 597
2024
Q4 		$5.22K Buy
217
+31
+17% +$777 ﹤0.01% 608
2024
Q3 		$4.85K Buy
+186
New +$4.68K ﹤0.01% 637

Other funds holding CGIC

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
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
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.2B AUM 15.23% 1-Year Est. Return