Betterment LLC
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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
2024
Q4 		– Sell
-19,631
Closed -$529K – 445
2024
Q3 		$529K Buy
+19,631
New +$512K ﹤0.01% 304

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Northwestern Mutual Wealth Management
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Wells Fargo
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UBS Group
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Betterment LLC's CGXU Position: Q4 2024 in Review

Betterment LLC sold out of Capital Group International Focus Equity ETF (CGXU) in Q4 2024, closing a stake of 19,631 shares — an estimated $529K sold.

Betterment LLC first reported a position in CGXU in Q3 2024 and held it in 1 quarter. The position peaked at $529K in Q3 2024. 269 funds tracked by Wall St. Rank hold CGXU as of Q4 2024.

  • Betterment LLC reported no remaining Capital Group International Focus Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Betterment LLC sold 19,631 Capital Group International Focus Equity ETF shares in Q4 2024, an estimated $529K.
  • Betterment LLC first reported a position in Capital Group International Focus Equity ETF in Q3 2024 and held it in 1 quarter.
  • Betterment LLC's Capital Group International Focus Equity ETF position peaked at $529K in Q3 2024.
  • 269 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q4 2024.

Based on Betterment LLC's 13F filing for Q4 2024, filed 14 Feb 2025.