Beacon Financial Advisory’s Capital Group International Core Equity ETF CGIC Stock Holding History

Beacon Financial Advisory’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	$347K	Sell	9,546 -672	-7%	-$24K	0.07%	307
2026 Q1	$338K	Buy	10,218 +16	+0.2%	+$548	0.08%	291
2025 Q4	$332K	Buy	+10,202	New	+$322K	0.08%	279

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

Beacon Financial Advisory's CGIC Position: Q2 2026 in Review

Beacon Financial Advisory reduced its Capital Group International Core Equity ETF (CGIC) stake by 6.6% in Q2 2026, selling an estimated $24K and leaving 9,546 shares worth $347K. The position accounts for 0.07% of the portfolio, ranked #307.

Beacon Financial Advisory first reported a position in CGIC in Q4 2025 and has held it in 3 quarters since. 220 funds tracked by Wall St. Rank hold CGIC as of Q2 2026.

Beacon Financial Advisory held 9,546 shares of Capital Group International Core Equity ETF worth $347K as of Q2 2026.
Beacon Financial Advisory sold 672 Capital Group International Core Equity ETF shares in Q2 2026, an estimated $24K.
Capital Group International Core Equity ETF made up 0.07% of Beacon Financial Advisory's portfolio in Q2 2026, its #307 holding.
Beacon Financial Advisory first reported a position in Capital Group International Core Equity ETF in Q4 2025 and has held it in 3 quarters since.
220 funds tracked by Wall St. Rank held Capital Group International Core Equity ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.