CarsonAllaria Wealth Management’s Capital Group International Focus Equity ETF CGXU Stock Holding History

CarsonAllaria Wealth Management’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 Q3	–	Sell	-2,903	Closed	-$78.8K	–	123
2025 Q2	$78.8K	Hold	2,903	–	–	0.04%	114
2025 Q1	$71.1K	Hold	2,903	–	–	0.04%	118
2024 Q4	$71.6K	Buy	2,903 +5	+0.2%	+$130	0.04%	116
2024 Q3	$78.2K	Buy	2,898 +9	+0.3%	+$235	0.04%	113
2024 Q2	$74.3K	Buy	2,889 +1	+0%	+$26	0.05%	113
2024 Q1	$74.5K	Buy	2,888 +6	+0.2%	+$147	0.05%	118
2023 Q4	$68.8K	Hold	2,882	–	–	0.05%	108
2023 Q3	$62.7K	Buy	2,882 +9	+0.3%	+$207	0.05%	104
2023 Q2	$67.6K	Hold	2,873	–	–	0.05%	102
2023 Q1	$66.6K	Hold	2,873	–	–	0.06%	102
2022 Q4	$60K	Sell	2,873 -21,412	-88%	-$438K	0.05%	101
2022 Q3	$454K	Buy	+24,285	New	+$502K	0.42%	32

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

CarsonAllaria Wealth Management's CGXU Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Capital Group International Focus Equity ETF (CGXU) in Q3 2025, closing a stake of 2,903 shares — an estimated $78.8K sold.

CarsonAllaria Wealth Management first reported a position in CGXU in Q3 2022 and held it in 12 quarters. The position peaked at $454K in Q3 2022. 300 funds tracked by Wall St. Rank hold CGXU as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining Capital Group International Focus Equity ETF position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 2,903 Capital Group International Focus Equity ETF shares in Q3 2025, an estimated $78.8K.
CarsonAllaria Wealth Management first reported a position in Capital Group International Focus Equity ETF in Q3 2022 and held it in 12 quarters.
CarsonAllaria Wealth Management's Capital Group International Focus Equity ETF position peaked at $454K in Q3 2022.
300 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.