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

Charter Capital 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
2026
Q2 		$2.7M Buy
78,038
+1,882
+2% +$62.5K 1.2% 10
2026
Q1 		$2.25M Buy
76,156
+4,337
+6% +$134K 1.12% 10
2025
Q4 		$2.12M Buy
71,819
+3,366
+5% +$101K 1.1% 10
2025
Q3 		$2.03M Buy
68,453
+5,100
+8% +$143K 1.09% 11
2025
Q2 		$1.72M Buy
+63,353
New +$1.61M 1.01% 11

Other funds holding CGXU

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Charter Capital Management's CGXU Position: Q2 2026 in Review

Charter Capital Management increased its Capital Group International Focus Equity ETF (CGXU) stake by 2.5% in Q2 2026, buying an estimated $62.5K and bringing the position to 78,038 shares worth $2.7M. The position accounts for 1.2% of the portfolio, ranked #10.

Charter Capital Management first reported a position in CGXU in Q2 2025 and has held it in 5 quarters since. 204 funds tracked by Wall St. Rank hold CGXU as of Q2 2026.

  • Charter Capital Management held 78,038 shares of Capital Group International Focus Equity ETF worth $2.7M as of Q2 2026.
  • Charter Capital Management bought 1,882 Capital Group International Focus Equity ETF shares in Q2 2026, an estimated $62.5K.
  • Capital Group International Focus Equity ETF made up 1.2% of Charter Capital Management's portfolio in Q2 2026, its #10 holding.
  • Charter Capital Management first reported a position in Capital Group International Focus Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 204 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2026.

Based on Charter Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.