Carson Wealth (CWM LLC)’s Capital Group International Core Equity ETF CGIC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CGIC Stock Details CGIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$361K	Buy	10,907 +1,776	+19%	+$60.8K	﹤0.01%	2259
2025 Q4	$297K	Hold	9,131	–	–	﹤0.01%	2266
2025 Q3	$281K	Hold	9,131	–	–	﹤0.01%	2186
2025 Q2	$266K	Buy	+9,131	New	+$250K	﹤0.01%	1949

Other funds holding CGIC

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CGPCS

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CGIC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Capital Group International Core Equity ETF (CGIC) stake by 19% in Q1 2026, buying an estimated $60.8K and bringing the position to 10,907 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #2259.

Carson Wealth (CWM LLC) first reported a position in CGIC in Q2 2025 and has held it in 4 quarters since. 187 funds tracked by Wall St. Rank hold CGIC as of Q1 2026.

Carson Wealth (CWM LLC) held 10,907 shares of Capital Group International Core Equity ETF worth $361K as of Q1 2026.
Carson Wealth (CWM LLC) bought 1,776 Capital Group International Core Equity ETF shares in Q1 2026, an estimated $60.8K.
Capital Group International Core Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2259 holding.
Carson Wealth (CWM LLC) first reported a position in Capital Group International Core Equity ETF in Q2 2025 and has held it in 4 quarters since.
187 funds tracked by Wall St. Rank held Capital Group International Core Equity ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.