Burton Enright Welch’s Capital Group International Equity ETF CGIE Stock Holding History

Burton Enright Welch’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	$5.24M	Sell	142,416 -5,609	-4%	-$202K	0.62%	22
2026 Q1	$5.01M	Buy	148,025 +8,886	+6%	+$316K	0.68%	20
2025 Q4	$4.84M	Buy	139,139 +14,614	+12%	+$501K	0.68%	20
2025 Q3	$4.2M	Sell	124,525 -1,235	-1%	-$40.8K	0.63%	21
2025 Q2	$4.14M	Buy	125,760 +66,197	+111%	+$2.06M	0.72%	21
2025 Q1	$1.75M	Buy	59,563 +22,100	+59%	+$644K	0.36%	33
2024 Q4	$1.03M	Buy	37,463 +2,233	+6%	+$64.4K	0.22%	44
2024 Q3	$1.07M	Buy	+35,230	New	+$1.03M	0.23%	41

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

Burton Enright Welch's CGIE Position: Q2 2026 in Review

Burton Enright Welch reduced its Capital Group International Equity ETF (CGIE) stake by 3.8% in Q2 2026, selling an estimated $202K and leaving 142,416 shares worth $5.24M. The position accounts for 0.62% of the portfolio, ranked #22.

Burton Enright Welch first reported a position in CGIE in Q3 2024 and has held it in 8 quarters since. 179 funds tracked by Wall St. Rank hold CGIE as of Q2 2026.

Burton Enright Welch held 142,416 shares of Capital Group International Equity ETF worth $5.24M as of Q2 2026.
Burton Enright Welch sold 5,609 Capital Group International Equity ETF shares in Q2 2026, an estimated $202K.
Capital Group International Equity ETF made up 0.62% of Burton Enright Welch's portfolio in Q2 2026, its #22 holding.
Burton Enright Welch first reported a position in Capital Group International Equity ETF in Q3 2024 and has held it in 8 quarters since.
179 funds tracked by Wall St. Rank held Capital Group International Equity ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.