Cedar Brook Financial Partners’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Cedar Brook Financial Partners’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
2024 Q2	–	Sell	-65,032	Closed	-$1.68M	–	81
2024 Q1	$1.68M	Buy	65,032 +111	+0.2%	+$2.72K	0.33%	71
2023 Q4	$1.54M	Buy	64,921 +2,407	+4%	+$53.8K	0.34%	74
2023 Q3	$1.36M	Buy	62,514 +375	+0.6%	+$8.63K	0.35%	73
2023 Q2	$1.46M	Buy	62,139 +112	+0.2%	+$2.61K	0.35%	72
2023 Q1	$1.44M	Buy	62,027 +429	+0.7%	+$9.59K	0.37%	69
2022 Q4	$1.28M	Buy	61,598 +1,208	+2%	+$24.7K	0.36%	74
2022 Q3	$1.13M	Buy	60,390 +375	+0.6%	+$7.76K	0.36%	69
2022 Q2	$1.24M	Buy	+60,015	New	+$1.34M	0.39%	69

Other funds holding CGXU

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cedar Brook Financial Partners's CGXU Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Capital Group International Focus Equity ETF (CGXU) in Q2 2024, closing a stake of 65,032 shares — an estimated $1.68M sold.

Cedar Brook Financial Partners first reported a position in CGXU in Q2 2022 and held it in 8 quarters. The position peaked at $1.68M in Q1 2024. 229 funds tracked by Wall St. Rank hold CGXU as of Q2 2024.

Cedar Brook Financial Partners reported no remaining Capital Group International Focus Equity ETF position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 65,032 Capital Group International Focus Equity ETF shares in Q2 2024, an estimated $1.68M.
Cedar Brook Financial Partners first reported a position in Capital Group International Focus Equity ETF in Q2 2022 and held it in 8 quarters.
Cedar Brook Financial Partners's Capital Group International Focus Equity ETF position peaked at $1.68M in Q1 2024.
229 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.