Aprio Wealth Management’s Capital Group International Core Equity ETF CGIC Stock Holding History

Aprio Wealth 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	$2.02M	Sell	55,591 -14,525	-21%	-$519K	0.1%	145
2026 Q1	$2.32M	Buy	70,116 +5,525	+9%	+$189K	0.13%	109
2025 Q4	$2.1M	Buy	+64,591	New	+$2.04M	0.12%	113

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

Aprio Wealth Management's CGIC Position: Q2 2026 in Review

Aprio Wealth Management reduced its Capital Group International Core Equity ETF (CGIC) stake by 21% in Q2 2026, selling an estimated $519K and leaving 55,591 shares worth $2.02M. The position accounts for 0.1% of the portfolio, ranked #145.

Aprio Wealth Management first reported a position in CGIC in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.32M in Q1 2026. 220 funds tracked by Wall St. Rank hold CGIC as of Q2 2026.

Aprio Wealth Management held 55,591 shares of Capital Group International Core Equity ETF worth $2.02M as of Q2 2026.
Aprio Wealth Management sold 14,525 Capital Group International Core Equity ETF shares in Q2 2026, an estimated $519K.
Capital Group International Core Equity ETF made up 0.1% of Aprio Wealth Management's portfolio in Q2 2026, its #145 holding.
Aprio Wealth Management first reported a position in Capital Group International Core Equity ETF in Q4 2025 and has held it in 3 quarters since.
Aprio Wealth Management's Capital Group International Core Equity ETF position peaked at $2.32M in Q1 2026.
220 funds tracked by Wall St. Rank held Capital Group International Core Equity ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.