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Clearstead Advisors’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Clearstead Advisors’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
Q1 		– Sell
-951
Closed -$23.5K – 2219
2024
Q4 		$23.5K Buy
+951
New +$24.7K ﹤0.01% 1333

Other funds holding CGXU

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Clearstead Advisors's CGXU Position: Q1 2025 in Review

Clearstead Advisors sold out of Capital Group International Focus Equity ETF (CGXU) in Q1 2025, closing a stake of 951 shares — an estimated $23.5K sold.

Clearstead Advisors first reported a position in CGXU in Q4 2024 and held it in 1 quarter. The position peaked at $23.5K in Q4 2024. 277 funds tracked by Wall St. Rank hold CGXU as of Q1 2025.

  • Clearstead Advisors reported no remaining Capital Group International Focus Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Clearstead Advisors sold 951 Capital Group International Focus Equity ETF shares in Q1 2025, an estimated $23.5K.
  • Clearstead Advisors first reported a position in Capital Group International Focus Equity ETF in Q4 2024 and held it in 1 quarter.
  • Clearstead Advisors's Capital Group International Focus Equity ETF position peaked at $23.5K in Q4 2024.
  • 277 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q1 2025.

Based on Clearstead Advisors's 13F filing for Q1 2025, filed 13 May 2025.