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

Burton Enright Welch’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	$15.4M	Buy	445,713 +97,268	+28%	+$3.23M	1.81%	14
2026 Q1	$10.3M	Buy	348,445 +10,533	+3%	+$325K	1.4%	16
2025 Q4	$9.99M	Buy	337,912 +59,162	+21%	+$1.78M	1.41%	15
2025 Q3	$8.26M	Buy	278,750 +50,888	+22%	+$1.42M	1.25%	17
2025 Q2	$6.18M	Sell	227,862 -32,039	-12%	-$814K	1.07%	18
2025 Q1	$6.36M	Buy	259,901 +23,311	+10%	+$596K	1.29%	17
2024 Q4	$5.84M	Buy	236,590 +37,103	+19%	+$965K	1.23%	17
2024 Q3	$5.38M	Sell	199,487 -8,440	-4%	-$220K	1.15%	17
2024 Q2	$5.35M	Buy	207,927 +53,653	+35%	+$1.39M	1.23%	17
2024 Q1	$3.98M	Buy	154,274 +52,289	+51%	+$1.28M	0.96%	17
2023 Q4	$2.43M	Buy	+101,985	New	+$2.28M	0.65%	21

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

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

Burton Enright Welch increased its Capital Group International Focus Equity ETF (CGXU) stake by 28% in Q2 2026, buying an estimated $3.23M and bringing the position to 445,713 shares worth $15.4M. The position accounts for 1.81% of the portfolio, ranked #14.

Burton Enright Welch first reported a position in CGXU in Q4 2023 and has held it in 11 quarters since. 380 funds tracked by Wall St. Rank hold CGXU as of Q2 2026.

Burton Enright Welch held 445,713 shares of Capital Group International Focus Equity ETF worth $15.4M as of Q2 2026.
Burton Enright Welch bought 97,268 Capital Group International Focus Equity ETF shares in Q2 2026, an estimated $3.23M.
Capital Group International Focus Equity ETF made up 1.81% of Burton Enright Welch's portfolio in Q2 2026, its #14 holding.
Burton Enright Welch first reported a position in Capital Group International Focus Equity ETF in Q4 2023 and has held it in 11 quarters since.
380 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2026.

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