Capital International Investors’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Capital International Investors’s Portfolio CGCV Stock Details CGCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$327M	Buy	9,974,763 +44,788	+0.5%	+$1.42M	0.07%	187
2026 Q1	$296M	Buy	9,929,975 +1,497	+0%	+$46.4K	0.07%	192
2025 Q4	$303M	Buy	9,928,478 +70,955	+0.7%	+$2.15M	0.05%	211
2025 Q3	$297M	Buy	9,857,523 +9,792,975	+15,172%	+$287M	0.05%	205
2025 Q2	$1.85M	Sell	64,548 -400,000	-86%	-$10.8M	﹤0.01%	415
2025 Q1	$12.6M	Sell	464,548 -519,452	-53%	-$14.2M	﹤0.01%	396
2024 Q4	$26.1M	Sell	984,000 -20,000	-2%	-$546K	﹤0.01%	382
2024 Q3	$27.4M	Buy	1,004,000 +600,000	+149%	+$15.6M	0.01%	370
2024 Q2	$10.1M	Buy	+404,000	New	+$10.1M	﹤0.01%	396

Other funds holding CGCV

CGPCS

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

DAS

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

TPF

Tribridge Partners Financial Columbia, Maryland $255M AUM 14.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Capital International Investors's CGCV Position: Q2 2026 in Review

Capital International Investors increased its Capital Group Conservative Equity ETF (CGCV) stake by 0.45% in Q2 2026, buying an estimated $1.42M and bringing the position to 9,974,763 shares worth $327M. The position accounts for 0.07% of the portfolio, ranked #187.

Capital International Investors first reported a position in CGCV in Q2 2024 and has held it in 9 quarters since. 132 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

Capital International Investors held 9,974,763 shares of Capital Group Conservative Equity ETF worth $327M as of Q2 2026.
Capital International Investors bought 44,788 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $1.42M.
Capital Group Conservative Equity ETF made up 0.07% of Capital International Investors's portfolio in Q2 2026, its #187 holding.
Capital International Investors first reported a position in Capital Group Conservative Equity ETF in Q2 2024 and has held it in 9 quarters since.
132 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Capital International Investors's 13F filing for Q2 2026, filed 12 Aug 2026.