Axxcess Wealth Management’s Capital Group International Equity ETF CGIE Stock Holding History

Axxcess Wealth Management’s Portfolio CGIE Stock Details CGIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.08M	Buy	+29,336	New	+$1.06M	0.02%	511
2026 Q1	–	Sell	-34,441	Closed	-$1.2M	–	480
2025 Q4	$1.2M	Buy	+34,441	New	+$1.18M	0.02%	478

Other funds holding CGIE

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

CGPCS

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

Axxcess Wealth Management's CGIE Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Capital Group International Equity ETF (CGIE) in Q2 2026: 29,336 shares worth $1.08M. The stake represents 0.02% of the portfolio and ranks #511 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in CGIE as recently as Q4 2025.

Axxcess Wealth Management first reported a position in CGIE in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.2M in Q4 2025. 179 funds tracked by Wall St. Rank hold CGIE as of Q2 2026.

Axxcess Wealth Management held 29,336 shares of Capital Group International Equity ETF worth $1.08M as of Q2 2026.
Capital Group International Equity ETF was a new Axxcess Wealth Management position in Q2 2026.
Capital Group International Equity ETF made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #511 holding.
Axxcess Wealth Management first reported a position in Capital Group International Equity ETF in Q4 2025 and has held it in 2 quarters since.
Axxcess Wealth Management's Capital Group International Equity ETF position peaked at $1.2M in Q4 2025.
179 funds tracked by Wall St. Rank held Capital Group International Equity ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.