Betterment LLC’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Betterment LLC’s Portfolio CGXU Stock Details CGXU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$207K	Buy	+5,988	New	+$199K	﹤0.01%	660
2024 Q4	–	Sell	-19,631	Closed	-$529K	–	445
2024 Q3	$529K	Buy	+19,631	New	+$512K	﹤0.01%	304

Other funds holding CGXU

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

CGPCS

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

Betterment LLC's CGXU Position: Q2 2026 in Review

Betterment LLC opened a new position in Capital Group International Focus Equity ETF (CGXU) in Q2 2026: 5,988 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #660 among its holdings. This is a return to the name: Betterment LLC previously reported a position in CGXU as recently as Q3 2024.

Betterment LLC first reported a position in CGXU in Q3 2024 and has held it in 2 quarters since. The position peaked at $529K in Q3 2024. 381 funds tracked by Wall St. Rank hold CGXU as of Q2 2026.

Betterment LLC held 5,988 shares of Capital Group International Focus Equity ETF worth $207K as of Q2 2026.
Capital Group International Focus Equity ETF was a new Betterment LLC position in Q2 2026.
Capital Group International Focus Equity ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #660 holding.
Betterment LLC first reported a position in Capital Group International Focus Equity ETF in Q3 2024 and has held it in 2 quarters since.
Betterment LLC's Capital Group International Focus Equity ETF position peaked at $529K in Q3 2024.
381 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.