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

Capital Planning’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
2025 Q2	–	Sell	-69,740	Closed	-$1.71M	–	83
2025 Q1	$1.71M	Sell	69,740 -1,768	-2%	-$45.2K	0.48%	38
2024 Q4	$1.76M	Sell	71,508 -1,180	-2%	-$30.7K	0.46%	39
2024 Q3	$1.96M	Buy	72,688 +3,307	+5%	+$86.2K	0.55%	35
2024 Q2	$1.8M	Sell	69,381 -633	-0.9%	-$16.3K	0.54%	36
2024 Q1	$1.8M	Sell	70,014 -2,239	-3%	-$54.8K	0.59%	34
2023 Q4	$1.72M	Buy	72,253 +144	+0.2%	+$3.22K	0.61%	34
2023 Q3	$1.57M	Sell	72,109 -1,642	-2%	-$37.8K	0.62%	34
2023 Q2	$1.74M	Sell	73,751 -3,452	-4%	-$80.4K	0.68%	32
2023 Q1	$1.79M	Buy	77,203 +296	+0.4%	+$6.62K	0.74%	32
2022 Q4	$1.6M	Buy	76,907 +16,438	+27%	+$336K	0.71%	33
2022 Q3	$1.13M	Sell	60,469 -14,925	-20%	-$309K	0.64%	26
2022 Q2	$1.56M	Sell	75,394 -10,974	-13%	-$246K	0.84%	25
2022 Q1	$2.1M	Buy	+86,368	New	+$2.05M	0.82%	27

Other funds holding CGXU

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Capital Planning's CGXU Position: Q2 2025 in Review

Capital Planning sold out of Capital Group International Focus Equity ETF (CGXU) in Q2 2025, closing a stake of 69,740 shares — an estimated $1.71M sold.

Capital Planning first reported a position in CGXU in Q1 2022 and held it in 13 quarters. The position peaked at $2.1M in Q1 2022. 289 funds tracked by Wall St. Rank hold CGXU as of Q2 2025.

Capital Planning reported no remaining Capital Group International Focus Equity ETF position as of Q2 2025 after selling out during the quarter.
Capital Planning sold 69,740 Capital Group International Focus Equity ETF shares in Q2 2025, an estimated $1.71M.
Capital Planning first reported a position in Capital Group International Focus Equity ETF in Q1 2022 and held it in 13 quarters.
Capital Planning's Capital Group International Focus Equity ETF position peaked at $2.1M in Q1 2022.
289 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2025.

Based on Capital Planning's 13F filing for Q2 2025, filed 21 Jul 2025.