Carolinas Wealth Consulting’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Carolinas Wealth Consulting’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	-43,822	Closed	-$1.07M	–	152
2025 Q1	$1.07M	Sell	43,822 -3,712	-8%	-$94.9K	0.23%	60
2024 Q4	$1.17M	Buy	47,534 +320	+0.7%	+$8.32K	0.23%	58
2024 Q3	$1.27M	Buy	47,214 +1,202	+3%	+$31.3K	0.23%	58
2024 Q2	$1.19M	Buy	46,012 +13,439	+41%	+$347K	0.23%	56
2024 Q1	$840K	Buy	32,573 +153	+0.5%	+$3.75K	0.17%	72
2023 Q4	$775K	Buy	32,420 +54	+0.2%	+$1.21K	0.17%	67
2023 Q3	$677K	Sell	32,366 -171	-0.5%	-$3.93K	0.17%	69
2023 Q2	$770K	Buy	32,537 +1,954	+6%	+$45.5K	0.15%	81
2023 Q1	$709K	Buy	30,583 +6,477	+27%	+$145K	0.15%	81
2022 Q4	$502K	Buy	24,106 +23,625	+4,912%	+$484K	0.11%	99
2022 Q3	$9K	Hold	481	–	–	﹤0.01%	575
2022 Q2	$10K	Buy	+481	New	+$10.8K	﹤0.01%	567

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

Carolinas Wealth Consulting's CGXU Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Capital Group International Focus Equity ETF (CGXU) in Q2 2025, closing a stake of 43,822 shares — an estimated $1.07M sold.

Carolinas Wealth Consulting first reported a position in CGXU in Q2 2022 and held it in 12 quarters. The position peaked at $1.27M in Q3 2024. 289 funds tracked by Wall St. Rank hold CGXU as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Capital Group International Focus Equity ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 43,822 Capital Group International Focus Equity ETF shares in Q2 2025, an estimated $1.07M.
Carolinas Wealth Consulting first reported a position in Capital Group International Focus Equity ETF in Q2 2022 and held it in 12 quarters.
Carolinas Wealth Consulting's Capital Group International Focus Equity ETF position peaked at $1.27M in Q3 2024.
289 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.