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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$49.7K	Buy	1,469 +18	+1%	+$639	﹤0.01%	3816
2025 Q4	$51K	Hold	1,451	–	–	﹤0.01%	3582
2025 Q3	$49K	Buy	1,451 +680	+88%	+$22.4K	﹤0.01%	3544
2025 Q2	$25K	Buy	771 +682	+766%	+$21.2K	﹤0.01%	3766
2025 Q1	$3K	Buy	+89	New	+$2.59K	﹤0.01%	4604

Other funds holding CGIE

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) increased its Capital Group International Equity ETF (CGIE) stake by 1.2% in Q1 2026, buying an estimated $639 and bringing the position to 1,469 shares worth $49.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3816.

Carson Wealth (CWM LLC) first reported a position in CGIE in Q1 2025 and has held it in 5 quarters since. The position peaked at $51K in Q4 2025. 162 funds tracked by Wall St. Rank hold CGIE as of Q1 2026.

Carson Wealth (CWM LLC) held 1,469 shares of Capital Group International Equity ETF worth $49.7K as of Q1 2026.
Carson Wealth (CWM LLC) bought 18 Capital Group International Equity ETF shares in Q1 2026, an estimated $639.
Capital Group International Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3816 holding.
Carson Wealth (CWM LLC) first reported a position in Capital Group International Equity ETF in Q1 2025 and has held it in 5 quarters since.
Carson Wealth (CWM LLC)'s Capital Group International Equity ETF position peaked at $51K in Q4 2025.
162 funds tracked by Wall St. Rank held Capital Group International Equity ETF as of Q1 2026.

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