Carson Wealth (CWM LLC)
CGXU icon

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

Carson Wealth (CWM LLC)’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
2026
Q1 		$6.12M Buy
207,441
+100,296
+94% +$3.09M 0.02% 732
2025
Q4 		$3.17M Buy
107,145
+6,052
+6% +$182K 0.01% 968
2025
Q3 		$2.99M Buy
101,093
+10,898
+12% +$305K 0.01% 919
2025
Q2 		$2.45M Buy
90,195
+8,011
+10% +$204K 0.01% 878
2025
Q1 		$2.01M Buy
82,184
+6,976
+9% +$178K 0.01% 833
2024
Q4 		$1.85M Buy
75,208
+15,051
+25% +$392K 0.01% 812
2024
Q3 		$1.62M Buy
60,157
+4,624
+8% +$121K 0.01% 794
2024
Q2 		$1.43M Buy
55,533
+8,882
+19% +$229K 0.01% 741
2024
Q1 		$1.2M Buy
46,651
+7,638
+20% +$187K 0.01% 790
2023
Q4 		$931K Buy
39,013
+6,967
+22% +$156K 0.01% 837
2023
Q3 		$697K Sell
32,046
-42
-0.1% -$966 ﹤0.01% 872
2023
Q2 		$755K Buy
32,088
+132
+0.4% +$3.07K ﹤0.01% 803
2023
Q1 		$741K Sell
31,956
-14,910
-32% -$333K 0.01% 757
2022
Q4 		$976K Buy
46,866
+7,571
+19% +$155K 0.01% 623
2022
Q3 		$735K Sell
39,295
-2,030
-5% -$42K 0.01% 636
2022
Q2 		$853K Buy
+41,325
New +$925K 0.01% 601

Other funds holding CGXU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Capital Group International Focus Equity ETF (CGXU) stake by 94% in Q1 2026, buying an estimated $3.09M and bringing the position to 207,441 shares worth $6.12M. The position accounts for 0.02% of the portfolio, ranked #732.

Carson Wealth (CWM LLC) first reported a position in CGXU in Q2 2022 and has held it in 16 quarters since. 348 funds tracked by Wall St. Rank hold CGXU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 207,441 shares of Capital Group International Focus Equity ETF worth $6.12M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 100,296 Capital Group International Focus Equity ETF shares in Q1 2026, an estimated $3.09M.
  • Capital Group International Focus Equity ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #732 holding.
  • Carson Wealth (CWM LLC) first reported a position in Capital Group International Focus Equity ETF in Q2 2022 and has held it in 16 quarters since.
  • 348 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q1 2026.

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