Barnes Pettey Financial Advisors’s Capital Group International Equity ETF CGIE Stock Holding History

Barnes Pettey Financial Advisors’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	$5.34M	Buy	145,250 +66,702	+85%	+$2.4M	1.67%	12
2026 Q1	$2.66M	Buy	78,548 +27,996	+55%	+$994K	1.16%	22
2025 Q4	$1.76M	Buy	50,552 +5,815	+13%	+$199K	0.87%	30
2025 Q3	$1.51M	Buy	44,737 +13,357	+43%	+$441K	0.83%	29
2025 Q2	$1.03M	Buy	+31,380	New	+$975K	0.69%	32

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

Barnes Pettey Financial Advisors's CGIE Position: Q2 2026 in Review

Barnes Pettey Financial Advisors increased its Capital Group International Equity ETF (CGIE) stake by 85% in Q2 2026, buying an estimated $2.4M and bringing the position to 145,250 shares worth $5.34M. The position accounts for 1.67% of the portfolio, ranked #12.

Barnes Pettey Financial Advisors first reported a position in CGIE in Q2 2025 and has held it in 5 quarters since. 179 funds tracked by Wall St. Rank hold CGIE as of Q2 2026.

Barnes Pettey Financial Advisors held 145,250 shares of Capital Group International Equity ETF worth $5.34M as of Q2 2026.
Barnes Pettey Financial Advisors bought 66,702 Capital Group International Equity ETF shares in Q2 2026, an estimated $2.4M.
Capital Group International Equity ETF made up 1.67% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #12 holding.
Barnes Pettey Financial Advisors first reported a position in Capital Group International Equity ETF in Q2 2025 and has held it in 5 quarters since.
179 funds tracked by Wall St. Rank held Capital Group International Equity ETF as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.