BFG
CGIC

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

Berger Financial Group’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 		$616K Buy
16,925
+94
+0.6% +$3.36K 0.03% 276
2026
Q1 		$557K Buy
16,831
+1,239
+8% +$42.4K 0.03% 280
2025
Q4 		$507K Buy
15,592
+7,337
+89% +$231K 0.03% 291
2025
Q3 		$254K Buy
8,255
+674
+9% +$20.1K 0.02% 383
2025
Q2 		$221K Buy
+7,581
New +$207K 0.01% 390

Other funds holding CGIC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

Berger Financial Group's CGIC Position: Q2 2026 in Review

Berger Financial Group increased its Capital Group International Core Equity ETF (CGIC) stake by 0.56% in Q2 2026, buying an estimated $3.36K and bringing the position to 16,925 shares worth $616K. The position accounts for 0.03% of the portfolio, ranked #276.

Berger Financial Group first reported a position in CGIC in Q2 2025 and has held it in 5 quarters since. 150 funds tracked by Wall St. Rank hold CGIC as of Q2 2026.

  • Berger Financial Group held 16,925 shares of Capital Group International Core Equity ETF worth $616K as of Q2 2026.
  • Berger Financial Group bought 94 Capital Group International Core Equity ETF shares in Q2 2026, an estimated $3.36K.
  • Capital Group International Core Equity ETF made up 0.03% of Berger Financial Group's portfolio in Q2 2026, its #276 holding.
  • Berger Financial Group first reported a position in Capital Group International Core Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 150 funds tracked by Wall St. Rank held Capital Group International Core Equity ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.