Cerity Partners’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Cerity 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
2026 Q1	$148M	Buy	5,034,565 +900,605	+22%	+$27.8M	0.21%	98
2025 Q4	$122M	Sell	4,133,960 -39,567	-0.9%	-$1.19M	0.18%	115
2025 Q3	$124M	Buy	4,173,527 +594,999	+17%	+$16.6M	0.2%	102
2025 Q2	$97.1M	Buy	3,578,528 +45,159	+1%	+$1.15M	0.17%	122
2025 Q1	$86.5M	Buy	3,533,369 +105,539	+3%	+$2.7M	0.18%	123
2024 Q4	$84.6M	Buy	3,427,830 +61,391	+2%	+$1.6M	0.18%	114
2024 Q3	$90.8M	Buy	3,366,439 +508,569	+18%	+$13.3M	0.2%	107
2024 Q2	$73.5M	Buy	2,857,870 +2,127,460	+291%	+$54.9M	0.19%	116
2024 Q1	$18.8M	Buy	730,410 +179,820	+33%	+$4.4M	0.05%	310
2023 Q4	$13.1M	Buy	+550,590	New	+$12.3M	0.04%	323
2023 Q3	–	Sell	-14,786	Closed	-$348K	–	1442
2023 Q2	$348K	Buy	+14,786	New	+$344K	﹤0.01%	1332

Other funds holding CGXU

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

CGPCS

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

Cerity Partners's CGXU Position: Q1 2026 in Review

Cerity Partners increased its Capital Group International Focus Equity ETF (CGXU) stake by 22% in Q1 2026, buying an estimated $27.8M and bringing the position to 5,034,565 shares worth $148M. The position accounts for 0.21% of the portfolio, ranked #98.

Cerity Partners first reported a position in CGXU in Q2 2023 and has held it in 11 quarters since. 347 funds tracked by Wall St. Rank hold CGXU as of Q1 2026.

Cerity Partners held 5,034,565 shares of Capital Group International Focus Equity ETF worth $148M as of Q1 2026.
Cerity Partners bought 900,605 Capital Group International Focus Equity ETF shares in Q1 2026, an estimated $27.8M.
Capital Group International Focus Equity ETF made up 0.21% of Cerity Partners's portfolio in Q1 2026, its #98 holding.
Cerity Partners first reported a position in Capital Group International Focus Equity ETF in Q2 2023 and has held it in 11 quarters since.
347 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.